Virtus Wealth Solutions’s ExxonMobil XOM Stock Holding History

Virtus Wealth Solutions’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$498K	Buy	3,645 +878	+32%	+$131K	0.07%	38
2026 Q1	$469K	Buy	2,767 +19	+0.7%	+$2.77K	0.09%	43
2025 Q4	$331K	Buy	2,748 +13	+0.5%	+$1.51K	0.06%	48
2025 Q3	$308K	Buy	2,735 +24	+0.9%	+$2.67K	0.06%	48
2025 Q2	$292K	Buy	2,711 +25	+0.9%	+$2.67K	0.06%	46
2025 Q1	$319K	Buy	2,686 +24	+0.9%	+$2.65K	0.1%	32
2024 Q4	$286K	Buy	+2,662	New	+$311K	0.07%	41

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Virtus Wealth Solutions's XOM Position: Q2 2026 in Review

Virtus Wealth Solutions increased its ExxonMobil (XOM) stake by 32% in Q2 2026, buying an estimated $131K and bringing the position to 3,645 shares worth $498K. The position accounts for 0.07% of the portfolio, ranked #38.

Virtus Wealth Solutions first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Virtus Wealth Solutions held 3,645 shares of ExxonMobil worth $498K as of Q2 2026.
Virtus Wealth Solutions bought 878 ExxonMobil shares in Q2 2026, an estimated $131K.
ExxonMobil made up 0.07% of Virtus Wealth Solutions's portfolio in Q2 2026, its #38 holding.
Virtus Wealth Solutions first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.