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VSM Wealth Advisory’s ExxonMobil XOM Stock Holding History

VSM Wealth Advisory’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 		$3.19M Sell
23,340
-210
-0.9% -$31.4K 0.85% 22
2026
Q1 		$4M Sell
23,550
-339
-1% -$49.5K 1.19% 21
2025
Q4 		$2.87M Buy
23,889
+4
+0% +$464 0.86% 25
2025
Q3 		$2.69M Sell
23,885
-541
-2% -$60.1K 0.84% 26
2025
Q2 		$2.63M Sell
24,426
-326
-1% -$34.8K 0.87% 25
2025
Q1 		$2.94M Sell
24,752
-28
-0.1% -$3.1K 1.06% 23
2024
Q4 		$2.67M Buy
+24,780
New +$2.9M 0.95% 26

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

VSM Wealth Advisory's XOM Position: Q2 2026 in Review

VSM Wealth Advisory reduced its ExxonMobil (XOM) stake by 0.89% in Q2 2026, selling an estimated $31.4K and leaving 23,340 shares worth $3.19M. The position accounts for 0.85% of the portfolio, ranked #22.

VSM Wealth Advisory first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • VSM Wealth Advisory held 23,340 shares of ExxonMobil worth $3.19M as of Q2 2026.
  • VSM Wealth Advisory sold 210 ExxonMobil shares in Q2 2026, an estimated $31.4K.
  • ExxonMobil made up 0.85% of VSM Wealth Advisory's portfolio in Q2 2026, its #22 holding.
  • VSM Wealth Advisory first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's ExxonMobil position peaked at $4M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.