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Windsor Advisory Group’s ExxonMobil XOM Stock Holding History

Windsor 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 		– Sell
-9,799
Closed -$1.66M – 112
2026
Q1 		$1.66M Sell
9,799
-812
-8% -$118K 1.39% 15
2025
Q4 		$1.28M Hold
10,611
– – 1.14% 18
2025
Q3 		$1.2M Buy
+10,611
New +$1.18M 1.06% 20
2024
Q4 		– Sell
-12,058
Closed -$1.41M – 105
2024
Q3 		$1.41M Buy
+12,058
New +$1.39M 1.6% 14
2023
Q4 		– Sell
-2,832
Closed -$333K – 71
2023
Q3 		$333K Hold
2,832
– – 0.79% 31
2023
Q2 		$304K Hold
2,832
– – 0.75% 29
2023
Q1 		$311K Sell
2,832
-623
-18% -$68.9K 0.74% 31
2022
Q4 		$381K Buy
+3,455
New +$370K 1.01% 26

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

Windsor Advisory Group's XOM Position: Q2 2026 in Review

Windsor Advisory Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 9,799 shares — an estimated $1.66M sold.

Windsor Advisory Group first reported a position in XOM in Q4 2022 and held it in 8 quarters. The position peaked at $1.66M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Windsor Advisory Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Windsor Advisory Group sold 9,799 ExxonMobil shares in Q2 2026, an estimated $1.66M.
  • Windsor Advisory Group first reported a position in ExxonMobil in Q4 2022 and held it in 8 quarters.
  • Windsor Advisory Group's ExxonMobil position peaked at $1.66M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.