Waterford Advisors’s ExxonMobil XOM Stock Holding History

Waterford Advisors’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	$328K	Hold	2,402	–	–	0.09%	47
2026 Q1	$412K	Sell	2,402 -300	-11%	-$43.8K	0.13%	39
2025 Q4	$325K	Hold	2,702	–	–	0.13%	37
2025 Q3	$305K	Sell	2,702 -14,356	-84%	-$1.6M	0.11%	40
2025 Q2	$291K	Buy	17,058 +14,356	+531%	+$1.53M	0.11%	43
2025 Q1	$321K	Sell	2,702 -100	-4%	-$11.1K	0.13%	37
2024 Q4	$301K	Hold	2,802	–	–	0.15%	37
2024 Q3	$329K	Hold	2,802	–	–	0.17%	41
2024 Q2	$323K	Hold	2,802	–	–	0.14%	41
2024 Q1	$326K	Hold	2,802	–	–	0.14%	43
2023 Q4	$280K	Hold	2,802	–	–	0.13%	43
2023 Q3	$330K	Sell	2,802 -200	-7%	-$21.9K	0.18%	34
2023 Q2	$322K	Sell	3,002 -239	-7%	-$26.1K	0.16%	39
2023 Q1	$355K	Sell	3,241 -211	-6%	-$23.3K	0.19%	36
2022 Q4	$381K	Buy	+3,452	New	+$370K	0.22%	36

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

Waterford Advisors's XOM Position: Q2 2026 in Review

Waterford Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 2,402 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #47.

Waterford Advisors first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $412K in Q1 2026. 4,235 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Waterford Advisors held 2,402 shares of ExxonMobil worth $328K as of Q2 2026.
Waterford Advisors left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.09% of Waterford Advisors's portfolio in Q2 2026, its #47 holding.
Waterford Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Waterford Advisors's ExxonMobil position peaked at $412K in Q1 2026.
4,235 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.