Wallace Advisory Group’s ExxonMobil XOM Stock Holding History

Wallace Advisory Group’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	$512K	Sell	3,743 -43	-1%	-$6.44K	0.48%	54
2026 Q1	$642K	Buy	3,786 +43	+1%	+$6.28K	0.69%	30
2025 Q4	$450K	Buy	3,743 +18	+0.5%	+$2.09K	0.47%	50
2025 Q3	$402K	Sell	3,725 -88	-2%	-$9.78K	0.32%	96
2025 Q2	$453K	Sell	3,813 -211	-5%	-$22.6K	0.33%	90
2025 Q1	$433K	Buy	4,024 +46	+1%	+$5.09K	0.3%	100
2024 Q4	$466K	Hold	3,978	–	–	0.32%	88
2024 Q3	$458K	Hold	3,978	–	–	0.34%	80
2024 Q2	$458K	Sell	3,978 -140	-3%	-$16.3K	0.33%	80
2024 Q1	$412K	Hold	4,118	–	–	0.31%	92
2023 Q4	$484K	Hold	4,118	–	–	0.38%	65
2023 Q3	$442K	Buy	4,118 +183	+5%	+$20.1K	0.32%	83
2023 Q2	$432K	Hold	3,935	–	–	0.33%	85
2023 Q1	$432K	Hold	3,935	–	–	0.33%	85
2022 Q4	$434K	Buy	+3,935	New	+$422K	0.34%	75

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

Wallace Advisory Group's XOM Position: Q2 2026 in Review

Wallace Advisory Group reduced its ExxonMobil (XOM) stake by 1.1% in Q2 2026, selling an estimated $6.44K and leaving 3,743 shares worth $512K. The position accounts for 0.48% of the portfolio, ranked #54.

Wallace Advisory Group first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $642K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Wallace Advisory Group held 3,743 shares of ExxonMobil worth $512K as of Q2 2026.
Wallace Advisory Group sold 43 ExxonMobil shares in Q2 2026, an estimated $6.44K.
ExxonMobil made up 0.48% of Wallace Advisory Group's portfolio in Q2 2026, its #54 holding.
Wallace Advisory Group first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Wallace Advisory Group's ExxonMobil position peaked at $642K in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.