Worth Financial Advisory Group’s ExxonMobil XOM Stock Holding History

Worth Financial 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	$1.54M	Buy	+11,289	New	+$1.69M	0.64%	39
2026 Q1	–	Sell	-11,921	Closed	-$1.43M	–	194
2025 Q4	$1.43M	Buy	11,921 +419	+4%	+$48.6K	0.69%	32
2025 Q3	$1.3M	Sell	11,502 -199	-2%	-$22.1K	0.73%	30
2025 Q2	$1.26M	Buy	11,701 +1,559	+15%	+$167K	0.77%	30
2025 Q1	$1.21M	Buy	10,142 +684	+7%	+$75.6K	0.77%	31
2024 Q4	$1.02M	Sell	9,458 -19	-0.2%	-$2.22K	0.63%	40
2024 Q3	$1.11M	Buy	9,477 +675	+8%	+$77.9K	0.65%	34
2024 Q2	$1.01M	Buy	8,802 +805	+10%	+$93.8K	0.66%	36
2024 Q1	$930K	Buy	7,997 +717	+10%	+$75K	0.64%	40
2023 Q4	$728K	Buy	7,280 +349	+5%	+$36.7K	0.58%	42
2023 Q3	$815K	Buy	6,931 +1,167	+20%	+$128K	0.73%	34
2023 Q2	$618K	Buy	5,764 +738	+15%	+$80.5K	0.57%	45
2023 Q1	$551K	Buy	5,026 +425	+9%	+$47K	0.53%	59
2022 Q4	$508K	Buy	+4,601	New	+$493K	0.59%	47

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

Worth Financial Advisory Group's XOM Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in ExxonMobil (XOM) in Q2 2026: 11,289 shares worth $1.54M. The stake represents 0.64% of the portfolio and ranks #39 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in XOM as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Worth Financial Advisory Group held 11,289 shares of ExxonMobil worth $1.54M as of Q2 2026.
ExxonMobil was a new Worth Financial Advisory Group position in Q2 2026.
ExxonMobil made up 0.64% of Worth Financial Advisory Group's portfolio in Q2 2026, its #39 holding.
Worth Financial Advisory Group first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.