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WestHill Financial Advisors’s ExxonMobil XOM Stock Holding History

WestHill Financial 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
-2,927
Closed -$497K – 85
2026
Q1 		$497K Buy
2,927
+11
+0.4% +$1.6K 0.1% 45
2025
Q4 		$351K Buy
2,916
+287
+11% +$33.3K 0.07% 57
2025
Q3 		$296K Sell
2,629
-288
-10% -$32K 0.06% 59
2025
Q2 		$314K Sell
2,917
-103
-3% -$11K 0.07% 55
2025
Q1 		$359K Buy
3,020
+42
+1% +$4.64K 0.08% 51
2024
Q4 		$320K Sell
2,978
-67
-2% -$7.84K 0.07% 55
2024
Q3 		$357K Buy
3,045
+11
+0.4% +$1.27K 0.08% 54
2024
Q2 		$349K Sell
3,034
-1,054
-26% -$123K 0.08% 50
2024
Q1 		$475K Sell
4,088
-35
-0.8% -$3.66K 0.12% 40
2023
Q4 		$412K Sell
4,123
-26
-0.6% -$2.73K 0.11% 43
2023
Q3 		$488K Buy
4,149
+126
+3% +$13.8K 0.14% 33
2023
Q2 		$431K Buy
4,023
+1,364
+51% +$149K 0.12% 38
2023
Q1 		$292K Sell
2,659
-28
-1% -$3.1K 0.09% 45
2022
Q4 		$296K Buy
2,687
+70
+3% +$7.5K 0.09% 47
2022
Q3 		$228K Sell
2,617
-140
-5% -$12.8K 0.08% 51
2022
Q2 		$236K Sell
2,757
-53
-2% -$4.78K 0.08% 55
2022
Q1 		$232K Buy
+2,810
New +$218K 0.07% 63

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

WestHill Financial Advisors's XOM Position: Q2 2026 in Review

WestHill Financial Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 2,927 shares — an estimated $497K sold.

WestHill Financial Advisors first reported a position in XOM in Q1 2022 and held it in 17 quarters. The position peaked at $497K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • WestHill Financial Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • WestHill Financial Advisors sold 2,927 ExxonMobil shares in Q2 2026, an estimated $497K.
  • WestHill Financial Advisors first reported a position in ExxonMobil in Q1 2022 and held it in 17 quarters.
  • WestHill Financial Advisors's ExxonMobil position peaked at $497K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.