1776 Wealth’s ExxonMobil XOM Stock Holding History

1776 Wealth’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 Q1	$949K	Sell	5,593 -348	-6%	-$50.8K	0.37%	50
2025 Q4	$715K	Hold	5,941	–	–	0.27%	64
2025 Q3	$670K	Sell	5,941 -3,252	-35%	-$362K	0.26%	68
2025 Q2	$991K	Hold	9,193	–	–	0.41%	46
2025 Q1	$1.09M	Hold	9,193	–	–	0.5%	39
2024 Q4	$989K	Buy	+9,193	New	+$1.08M	0.45%	41
2024 Q3	–	Sell	-9,773	Closed	-$1.13M	–	149
2024 Q2	$1.13M	Buy	+9,773	New	+$1.14M	0.51%	39
2024 Q1	–	Sell	-2,814	Closed	-$281K	–	136
2023 Q4	$281K	Hold	2,814	–	–	0.14%	106
2023 Q3	$331K	Hold	2,814	–	–	0.17%	97
2023 Q2	$302K	Sell	2,814 -2	-0.1%	-$218	0.16%	108
2023 Q1	$309K	Buy	2,816 +22	+0.8%	+$2.43K	0.19%	90
2022 Q4	$308K	Buy	2,794 +2	+0.1%	+$214	0.22%	92
2022 Q3	$244K	Sell	2,792 -150	-5%	-$13.7K	0.19%	97
2022 Q2	$252K	Hold	2,942	–	–	0.18%	101
2022 Q1	$243K	Buy	+2,942	New	+$229K	0.14%	108
2020 Q3	–	Sell	-2,992	Closed	-$133K	–	317
2020 Q2	$133K	Sell	2,992 -2,992	-50%	-$134K	0.09%	125
2020 Q1	$321K	Buy	5,984 +2,992	+100%	+$165K	0.14%	114
2019 Q4	$208K	Buy	+2,992	New	+$207K	0.18%	97

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

1776 Wealth's XOM Position: Q1 2026 in Review

1776 Wealth reduced its ExxonMobil (XOM) stake by 5.9% in Q1 2026, selling an estimated $50.8K and leaving 5,593 shares worth $949K. The position accounts for 0.37% of the portfolio, ranked #50.

1776 Wealth first reported a position in XOM in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.13M in Q2 2024. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

1776 Wealth held 5,593 shares of ExxonMobil worth $949K as of Q1 2026.
1776 Wealth sold 348 ExxonMobil shares in Q1 2026, an estimated $50.8K.
ExxonMobil made up 0.37% of 1776 Wealth's portfolio in Q1 2026, its #50 holding.
1776 Wealth first reported a position in ExxonMobil in Q4 2019 and has held it in 18 quarters since.
1776 Wealth's ExxonMobil position peaked at $1.13M in Q2 2024.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.