49 Wealth Management’s ExxonMobil XOM Stock Holding History

49 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	$3.38M	Buy	19,933 +6,740	+51%	+$984K	0.25%	33
2025 Q4	$1.59M	Buy	13,193 +2,352	+22%	+$273K	0.13%	53
2025 Q3	$1.22M	Sell	10,841 -358	-3%	-$39.8K	0.12%	50
2025 Q2	$1.21M	Sell	11,199 -881	-7%	-$94.2K	0.13%	51
2025 Q1	$1.44M	Buy	12,080 +1,057	+10%	+$117K	0.17%	45
2024 Q4	$1.19M	Sell	11,023 -3,141	-22%	-$367K	0.17%	47
2024 Q3	$1.66M	Buy	14,164 +2,619	+23%	+$302K	0.27%	40
2024 Q2	$1.33M	Buy	11,545 +3,013	+35%	+$351K	0.26%	54
2024 Q1	$998K	Buy	8,532 +897	+12%	+$93.9K	0.21%	39
2023 Q4	$763K	Buy	+7,635	New	+$802K	0.2%	41

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

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

49 Wealth Management increased its ExxonMobil (XOM) stake by 51% in Q1 2026, buying an estimated $984K and bringing the position to 19,933 shares worth $3.38M. The position accounts for 0.25% of the portfolio, ranked #33.

49 Wealth Management first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

49 Wealth Management held 19,933 shares of ExxonMobil worth $3.38M as of Q1 2026.
49 Wealth Management bought 6,740 ExxonMobil shares in Q1 2026, an estimated $984K.
ExxonMobil made up 0.25% of 49 Wealth Management's portfolio in Q1 2026, its #33 holding.
49 Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.