Adams Wealth Management’s ExxonMobil XOM Stock Holding History

Adams 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	$371K	Sell	2,186 -26	-1%	-$3.79K	0.08%	108
2025 Q4	$266K	Sell	2,212 -108	-5%	-$12.5K	0.06%	147
2025 Q3	$262K	Sell	2,320 -364	-14%	-$40.5K	0.06%	149
2025 Q2	$289K	Buy	+2,684	New	+$287K	0.06%	135
2020 Q4	–	Sell	-100	Closed	-$3K	–	347
2020 Q3	$3K	Buy	+100	New	+$4.09K	﹤0.01%	269

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

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

Adams Wealth Management reduced its ExxonMobil (XOM) stake by 1.2% in Q1 2026, selling an estimated $3.79K and leaving 2,186 shares worth $371K. The position accounts for 0.08% of the portfolio, ranked #108.

Adams Wealth Management first reported a position in XOM in Q3 2020 and has held it in 5 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Adams Wealth Management held 2,186 shares of ExxonMobil worth $371K as of Q1 2026.
Adams Wealth Management sold 26 ExxonMobil shares in Q1 2026, an estimated $3.79K.
ExxonMobil made up 0.08% of Adams Wealth Management's portfolio in Q1 2026, its #108 holding.
Adams Wealth Management first reported a position in ExxonMobil in Q3 2020 and has held it in 5 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.