44 Wealth Management’s ExxonMobil XOM Stock Holding History

44 Wealth Management’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	$2.59M	Buy	15,273 +1,278	+9%	+$187K	0.91%	31
2025 Q4	$1.68M	Buy	13,995 +33	+0.2%	+$3.83K	0.57%	56
2025 Q3	$1.57M	Buy	13,962 +455	+3%	+$50.6K	0.53%	56
2025 Q2	$1.46M	Sell	13,507 -27	-0.2%	-$2.89K	0.52%	65
2025 Q1	$1.61M	Buy	13,534 +30	+0.2%	+$3.32K	0.6%	51
2024 Q4	$1.45M	Buy	13,504 +52	+0.4%	+$6.08K	0.56%	53
2024 Q3	$1.62M	Buy	+13,452	New	+$1.55M	0.57%	55
2023 Q2	$2.52M	Buy	23,506 +11,853	+102%	+$1.29M	0.86%	37
2023 Q1	$1.28M	Sell	11,653 -1,702	-13%	-$188K	0.43%	62
2022 Q4	$1.47M	Buy	13,355 +25	+0.2%	+$2.68K	0.51%	51
2022 Q3	$1.16M	Buy	13,330 +3	+0%	+$274	0.48%	57
2022 Q2	$1.14M	Hold	13,327	–	–	0.44%	62
2022 Q1	$1.1M	Hold	13,327	–	–	0.4%	70
2021 Q4	$815K	Hold	13,327	–	–	0.28%	82
2021 Q3	$784K	Hold	13,327	–	–	0.3%	81
2021 Q2	$841K	Hold	13,327	–	–	0.32%	76
2021 Q1	$744K	Sell	13,327 -3,419	-20%	-$179K	0.31%	75
2020 Q4	$690K	Buy	+16,746	New	+$628K	0.31%	75

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

44 Wealth Management's XOM Position: Q1 2026 in Review

44 Wealth Management increased its ExxonMobil (XOM) stake by 9.1% in Q1 2026, buying an estimated $187K and bringing the position to 15,273 shares worth $2.59M. The position accounts for 0.91% of the portfolio, ranked #31.

44 Wealth Management first reported a position in XOM in Q4 2020 and has held it in 18 quarters since. 4,763 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

44 Wealth Management held 15,273 shares of ExxonMobil worth $2.59M as of Q1 2026.
44 Wealth Management bought 1,278 ExxonMobil shares in Q1 2026, an estimated $187K.
ExxonMobil made up 0.91% of 44 Wealth Management's portfolio in Q1 2026, its #31 holding.
44 Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 18 quarters since.
4,763 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.