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WCG Wealth Advisors’s ExxonMobil XOM Stock Holding History

WCG Wealth 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 		$12.5M Buy
91,723
+1,818
+2% +$272K 0.3% 86
2026
Q1 		$15.3M Buy
89,905
+1,105
+1% +$161K 0.43% 65
2025
Q4 		$10.7M Buy
88,800
+41,425
+87% +$4.8M 0.3% 83
2025
Q3 		$5.34M Sell
47,375
-4,991
-10% -$555K 0.33% 80
2025
Q2 		$5.65M Buy
52,366
+2,712
+5% +$290K 0.37% 80
2025
Q1 		$5.91M Sell
49,654
-1,974
-4% -$218K 0.45% 72
2024
Q4 		$5.55M Buy
51,628
+135
+0.3% +$15.8K 0.37% 83
2024
Q3 		$6.04M Buy
51,493
+801
+2% +$92.5K 0.41% 77
2024
Q2 		$5.84M Sell
50,692
-602
-1% -$70.1K 0.43% 68
2024
Q1 		$5.96M Buy
51,294
+1,961
+4% +$205K 0.5% 59
2023
Q4 		$4.93M Buy
49,333
+1,689
+4% +$178K 0.36% 71
2023
Q3 		$5.73M Buy
47,644
+27,341
+135% +$3M 0.42% 64
2023
Q2 		$2.18M Buy
20,303
+1,287
+7% +$140K 0.25% 73
2023
Q1 		$2.08M Buy
19,016
+1,694
+10% +$187K 0.27% 76
2022
Q4 		$1.91M Buy
17,322
+1,979
+13% +$212K 0.26% 74
2022
Q3 		$1.54M Sell
15,343
-1,132
-7% -$103K 0.2% 94
2022
Q2 		$1.41M Buy
+16,475
New +$1.49M 0.2% 94

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 $3.38T AUM 44.17% 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

WCG Wealth Advisors's XOM Position: Q2 2026 in Review

WCG Wealth Advisors increased its ExxonMobil (XOM) stake by 2% in Q2 2026, buying an estimated $272K and bringing the position to 91,723 shares worth $12.5M. The position accounts for 0.3% of the portfolio, ranked #86.

WCG Wealth Advisors first reported a position in XOM in Q2 2022 and has held it in 17 quarters since. The position peaked at $15.3M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • WCG Wealth Advisors held 91,723 shares of ExxonMobil worth $12.5M as of Q2 2026.
  • WCG Wealth Advisors bought 1,818 ExxonMobil shares in Q2 2026, an estimated $272K.
  • ExxonMobil made up 0.3% of WCG Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • WCG Wealth Advisors first reported a position in ExxonMobil in Q2 2022 and has held it in 17 quarters since.
  • WCG Wealth Advisors's ExxonMobil position peaked at $15.3M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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