Wealth Enhancement Advisory Services’s ExxonMobil XOM Stock Holding History

Wealth Enhancement Advisory Services’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
2025 Q4	–	Sell	-25,483	Closed	-$74K	–	3815
2025 Q3	$74K	Buy	25,483 +8,983	+54%	+$999K	﹤0.01%	3375
2025 Q2	$36K	Sell	16,500 -10,700	-39%	-$1.14M	﹤0.01%	3256
2025 Q1	$91.9K	Buy	27,200 +7,800	+40%	+$863K	﹤0.01%	2776
2024 Q4	$100K	Sell	19,400 -1,000	-5%	-$117K	﹤0.01%	2807
2024 Q3	$78.5K	Hold	20,400	–	–	﹤0.01%	2586
2024 Q2	$91K	Buy	+20,400	New	+$2.38M	﹤0.01%	2415

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

Wealth Enhancement Advisory Services's XOM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its ExxonMobil (XOM) stake by 17% in Q2 2026, buying an estimated $45.8M and bringing the position to 2,134,401 shares worth $280M. The position accounts for 0.47% of the portfolio, ranked #34.

Wealth Enhancement Advisory Services first reported a position in XOM in Q3 2016 and has held it in 37 quarters since. The position peaked at $320M in Q3 2025. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Wealth Enhancement Advisory Services held 2,134,401 shares of ExxonMobil worth $280M as of Q2 2026.
Wealth Enhancement Advisory Services bought 305,977 ExxonMobil shares in Q2 2026, an estimated $45.8M.
ExxonMobil made up 0.47% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #34 holding.
Wealth Enhancement Advisory Services first reported a position in ExxonMobil in Q3 2016 and has held it in 37 quarters since.
Wealth Enhancement Advisory Services's ExxonMobil position peaked at $320M in Q3 2025.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.