Zinnia Wealth Advisory’s ExxonMobil XOM Stock Holding History

Zinnia Wealth 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	–	Sell	-7,931	Closed	-$1.35M	–	108
2026 Q1	$1.35M	Sell	7,931 -24	-0.3%	-$3.5K	1.51%	19
2025 Q4	$957K	Buy	+7,955	New	+$923K	1.04%	23

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

Zinnia Wealth Advisory's XOM Position: Q2 2026 in Review

Zinnia Wealth Advisory sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 7,931 shares — an estimated $1.35M sold.

Zinnia Wealth Advisory first reported a position in XOM in Q4 2025 and held it in 2 quarters. The position peaked at $1.35M in Q1 2026. 4,253 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Zinnia Wealth Advisory reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Zinnia Wealth Advisory sold 7,931 ExxonMobil shares in Q2 2026, an estimated $1.35M.
Zinnia Wealth Advisory first reported a position in ExxonMobil in Q4 2025 and held it in 2 quarters.
Zinnia Wealth Advisory's ExxonMobil position peaked at $1.35M in Q1 2026.
4,253 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.