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Abound Financial’s ExxonMobil XOM Stock Holding History

Abound Financial’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 		$326K Buy
1,919
+110
+6% +$16.1K 0.14% 47
2025
Q4 		$218K Buy
1,809
+5
+0.3% +$580 0.08% 59
2025
Q3 		$203K Sell
1,804
-74
-4% -$8.23K 0.08% 68
2025
Q2 		$202K Sell
1,878
-36
-2% -$3.85K 0.09% 65
2025
Q1 		$228K Sell
1,914
-74
-4% -$8.18K 0.12% 59
2024
Q4 		$214K Buy
+1,988
New +$233K 0.11% 68

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Abound Financial's XOM Position: Q1 2026 in Review

Abound Financial increased its ExxonMobil (XOM) stake by 6.1% in Q1 2026, buying an estimated $16.1K and bringing the position to 1,919 shares worth $326K. The position accounts for 0.14% of the portfolio, ranked #47.

Abound Financial first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Abound Financial held 1,919 shares of ExxonMobil worth $326K as of Q1 2026.
  • Abound Financial bought 110 ExxonMobil shares in Q1 2026, an estimated $16.1K.
  • ExxonMobil made up 0.14% of Abound Financial's portfolio in Q1 2026, its #47 holding.
  • Abound Financial first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.