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Addison Advisors’s ExxonMobil XOM Stock Holding History

Addison 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 		$3.57M Sell
21,016
-148
-0.7% -$21.6K 0.79% 32
2025
Q4 		$2.55M Sell
21,164
-150
-0.7% -$17.4K 0.57% 46
2025
Q3 		$2.4M Sell
21,314
-514
-2% -$57.1K 0.56% 45
2025
Q2 		$2.35M Buy
21,828
+1,538
+8% +$164K 0.59% 43
2025
Q1 		$2.41M Sell
20,290
-407
-2% -$45K 0.66% 38
2024
Q4 		$2.23M Sell
20,697
-872
-4% -$102K 0.62% 38
2024
Q3 		$2.53M Sell
21,569
-44
-0.2% -$5.08K 0.7% 35
2024
Q2 		$2.49M Buy
21,613
+199
+0.9% +$23.2K 0.8% 33
2024
Q1 		$2.49M Sell
21,414
-215
-1% -$22.5K 0.86% 31
2023
Q4 		$2.16M Buy
21,629
+1,466
+7% +$154K 0.84% 30
2023
Q3 		$2.37M Sell
20,163
-119
-0.6% -$13.1K 1.1% 21
2023
Q2 		$2.18M Sell
20,282
-60
-0.3% -$6.55K 1.07% 21
2023
Q1 		$2.23M Sell
20,342
-512
-2% -$56.6K 1.25% 19
2022
Q4 		$2.3M Sell
20,854
-473
-2% -$50.7K 1.38% 17
2022
Q3 		$1.86M Sell
21,327
-166
-0.8% -$15.2K 1.15% 23
2022
Q2 		$1.84M Buy
21,493
+235
+1% +$21.2K 1.12% 26
2022
Q1 		$1.76M Buy
21,258
+1,688
+9% +$131K 0.96% 26
2021
Q4 		$1.2M Buy
19,570
+2,239
+13% +$140K 0.74% 32
2021
Q3 		$1.02M Hold
17,331
– – 0.82% 29
2021
Q2 		$1.09M Buy
+17,331
New +$1.03M 0.88% 29
2020
Q4 		$729K Buy
+17,686
New +$663K 0.7% 31

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

Addison Advisors's XOM Position: Q1 2026 in Review

Addison Advisors reduced its ExxonMobil (XOM) stake by 0.7% in Q1 2026, selling an estimated $21.6K and leaving 21,016 shares worth $3.57M. The position accounts for 0.79% of the portfolio, ranked #32.

Addison Advisors first reported a position in XOM in Q4 2020 and has held it in 21 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Addison Advisors held 21,016 shares of ExxonMobil worth $3.57M as of Q1 2026.
  • Addison Advisors sold 148 ExxonMobil shares in Q1 2026, an estimated $21.6K.
  • ExxonMobil made up 0.79% of Addison Advisors's portfolio in Q1 2026, its #32 holding.
  • Addison Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 21 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.