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Wealth Preservation Advisors’s ExxonMobil XOM Stock Holding History

Wealth Preservation 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 		– Sell
-91
Closed -$15.4K – 960
2026
Q1 		$15.4K Sell
91
-88
-49% -$12.8K 0.01% 348
2025
Q4 		$21.5K Buy
179
+2
+1% +$232 0.01% 257
2025
Q3 		$20K Buy
177
+1
+0.6% +$111 0.01% 250
2025
Q2 		$19K Sell
176
-333
-65% -$35.6K 0.01% 250
2025
Q1 		$60.5K Buy
+509
New +$56.3K 0.04% 164

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

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

Wealth Preservation Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 91 shares — an estimated $15.4K sold.

Wealth Preservation Advisors first reported a position in XOM in Q1 2025 and held it in 5 quarters. The position peaked at $60.5K in Q1 2025. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 91 ExxonMobil shares in Q2 2026, an estimated $15.4K.
  • Wealth Preservation Advisors first reported a position in ExxonMobil in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's ExxonMobil position peaked at $60.5K in Q1 2025.
  • 4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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