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WIT Partners Advisory’s ExxonMobil XOM Stock Holding History

WIT Partners Advisory’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 		$2.24M Buy
16,405
+5,500
+50% +$823K 1.05% 8
2026
Q1 		$1.85M Buy
10,905
+9,185
+534% +$1.34M 0.54% 13
2025
Q4 		$197K Buy
+1,720
New +$199K 0.07% 14

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

WIT Partners Advisory's XOM Position: Q2 2026 in Review

WIT Partners Advisory increased its ExxonMobil (XOM) stake by 50% in Q2 2026, buying an estimated $823K and bringing the position to 16,405 shares worth $2.24M. The position accounts for 1.05% of the portfolio, ranked #8.

WIT Partners Advisory first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. 4,234 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • WIT Partners Advisory held 16,405 shares of ExxonMobil worth $2.24M as of Q2 2026.
  • WIT Partners Advisory bought 5,500 ExxonMobil shares in Q2 2026, an estimated $823K.
  • ExxonMobil made up 1.05% of WIT Partners Advisory's portfolio in Q2 2026, its #8 holding.
  • WIT Partners Advisory first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • 4,234 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on WIT Partners Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.