Adapt Wealth Advisors’s ExxonMobil XOM Stock Holding History

Adapt Wealth Advisors’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	$920K	Hold	5,422	–	–	0.33%	44
2025 Q4	$653K	Sell	5,422 -200	-4%	-$23.2K	0.22%	55
2025 Q3	$634K	Buy	5,622 +218	+4%	+$24.2K	0.23%	56
2025 Q2	$583K	Buy	5,404 +1	+0%	+$107	0.26%	37
2025 Q1	$643K	Sell	5,403 -664	-11%	-$73.4K	0.31%	36
2024 Q4	$653K	Buy	6,067 +611	+11%	+$71.5K	0.32%	41
2024 Q3	$640K	Hold	5,456	–	–	0.34%	40
2024 Q2	$628K	Buy	5,456 +1	+0%	+$116	0.39%	40
2024 Q1	$634K	Buy	+5,455	New	+$571K	0.45%	30

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

Adapt Wealth Advisors's XOM Position: Q1 2026 in Review

Adapt Wealth Advisors held its ExxonMobil (XOM) position steady in Q1 2026 at 5,422 shares worth $920K. The position accounts for 0.33% of the portfolio, ranked #44.

Adapt Wealth Advisors first reported a position in XOM in Q1 2024 and has held it in 9 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Adapt Wealth Advisors held 5,422 shares of ExxonMobil worth $920K as of Q1 2026.
Adapt Wealth Advisors left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.33% of Adapt Wealth Advisors's portfolio in Q1 2026, its #44 holding.
Adapt Wealth Advisors first reported a position in ExxonMobil in Q1 2024 and has held it in 9 quarters since.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.