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Wescott Financial Advisory Group’s ExxonMobil XOM Stock Holding History

Wescott Financial 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 		$3.32M Sell
24,302
-610
-2% -$91.3K 0.26% 52
2026
Q1 		$4.23M Buy
24,912
+750
+3% +$109K 0.37% 44
2025
Q4 		$2.91M Buy
24,162
+27
+0.1% +$3.13K 0.25% 54
2025
Q3 		$2.72M Buy
24,135
+155
+0.6% +$17.2K 0.24% 53
2025
Q2 		$2.59M Sell
23,980
-74
-0.3% -$7.91K 0.25% 53
2025
Q1 		$2.86M Sell
24,054
-91
-0.4% -$10.1K 0.3% 49
2024
Q4 		$2.6M Buy
24,145
+189
+0.8% +$22.1K 0.27% 50
2024
Q3 		$2.81M Sell
23,956
-59
-0.2% -$6.81K 0.3% 49
2024
Q2 		$2.76M Buy
24,015
+165
+0.7% +$19.2K 0.32% 47
2024
Q1 		$2.77M Buy
23,850
+14,929
+167% +$1.56M 0.34% 43
2023
Q4 		$892K Sell
8,921
-567
-6% -$59.6K 0.12% 76
2023
Q3 		$1.12M Sell
9,488
-1,239
-12% -$136K 0.2% 64
2023
Q2 		$1.15M Buy
10,727
+2,297
+27% +$251K 0.2% 62
2023
Q1 		$924K Buy
8,430
+3,276
+64% +$362K 0.2% 71
2022
Q4 		$568K Buy
+5,154
New +$552K 0.12% 83

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

Wescott Financial Advisory Group's XOM Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its ExxonMobil (XOM) stake by 2.4% in Q2 2026, selling an estimated $91.3K and leaving 24,302 shares worth $3.32M. The position accounts for 0.26% of the portfolio, ranked #52.

Wescott Financial Advisory Group first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.23M in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wescott Financial Advisory Group held 24,302 shares of ExxonMobil worth $3.32M as of Q2 2026.
  • Wescott Financial Advisory Group sold 610 ExxonMobil shares in Q2 2026, an estimated $91.3K.
  • ExxonMobil made up 0.26% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #52 holding.
  • Wescott Financial Advisory Group first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Wescott Financial Advisory Group's ExxonMobil position peaked at $4.23M in Q1 2026.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.