Woodward Financial Advisors’s ExxonMobil XOM Stock Holding History

Woodward 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	$289K	Buy	+2,117	New	+$317K	0.1%	55

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

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

Woodward Financial Advisors opened a new position in ExxonMobil (XOM) in Q2 2026: 2,117 shares worth $289K. The stake represents 0.1% of the portfolio and ranks #55 among its holdings.

4,233 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Woodward Financial Advisors held 2,117 shares of ExxonMobil worth $289K as of Q2 2026.
ExxonMobil was a new Woodward Financial Advisors position in Q2 2026.
ExxonMobil made up 0.1% of Woodward Financial Advisors's portfolio in Q2 2026, its #55 holding.
4,233 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.