WJ Financial Advisors’s ExxonMobil XOM Stock Holding History

WJ 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	$433K	Hold	3,165	–	–	0.32%	82
2026 Q1	$537K	Sell	3,165 -270	-8%	-$39.4K	0.43%	67
2025 Q4	$413K	Sell	3,435 -5	-0.1%	-$580	0.37%	76
2025 Q3	$388K	Buy	+3,440	New	+$382K	0.38%	73

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

WJ Financial Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 3,165 shares worth $433K. The position accounts for 0.32% of the portfolio, ranked #82.

WJ Financial Advisors first reported a position in XOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $537K in Q1 2026. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

WJ Financial Advisors held 3,165 shares of ExxonMobil worth $433K as of Q2 2026.
WJ Financial Advisors left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.32% of WJ Financial Advisors's portfolio in Q2 2026, its #82 holding.
WJ Financial Advisors first reported a position in ExxonMobil in Q3 2025 and has held it in 4 quarters since.
WJ Financial Advisors's ExxonMobil position peaked at $537K in Q1 2026.
4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.