AO
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Advisor OS’s ExxonMobil XOM Stock Holding History

Advisor OS’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 		$4.84M Buy
28,550
+4,953
+21% +$723K 0.35% 49
2025
Q4 		$2.84M Buy
23,597
+1,620
+7% +$188K 0.23% 67
2025
Q3 		$2.48M Buy
21,977
+4,814
+28% +$535K 0.21% 68
2025
Q2 		$1.85M Sell
17,163
-588
-3% -$62.9K 0.18% 80
2025
Q1 		$2.11M Buy
17,751
+1,389
+8% +$154K 0.24% 61
2024
Q4 		$1.76M Sell
16,362
-870
-5% -$102K 0.2% 74
2024
Q3 		$2.02M Buy
17,232
+809
+5% +$93.4K 0.2% 92
2024
Q2 		$1.89M Buy
16,423
+939
+6% +$109K 0.21% 90
2024
Q1 		$1.8M Buy
15,484
+2,337
+18% +$245K 0.21% 90
2023
Q4 		$1.31M Sell
13,147
-3,794
-22% -$399K 0.17% 107
2023
Q3 		$1.99M Buy
16,941
+1,336
+9% +$147K 0.3% 60
2023
Q2 		$1.67M Buy
15,605
+3,721
+31% +$406K 0.27% 70
2023
Q1 		$1.3M Buy
11,884
+370
+3% +$40.9K 0.31% 78
2022
Q4 		$1.27M Buy
11,514
+7,208
+167% +$772K 0.34% 74
2022
Q3 		$376K Sell
4,306
-5,044
-54% -$461K 0.11% 153
2022
Q2 		$800K Buy
9,350
+5,977
+177% +$539K 0.23% 101
2022
Q1 		$278K Sell
3,373
-1,202
-26% -$93.4K 0.08% 181
2021
Q4 		$280K Buy
4,575
+456
+11% +$28.5K 0.06% 215
2021
Q3 		$241K Buy
4,119
+3
+0.1% +$171 0.05% 208
2021
Q2 		$260K Sell
4,116
-32
-0.8% -$1.91K 0.05% 203
2021
Q1 		$232K Buy
+4,148
New +$217K 0.05% 183
2020
Q3 		– Sell
-9,442
Closed -$422K – 178
2020
Q2 		$422K Buy
+9,442
New +$423K 0.25% 84

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

Advisor OS's XOM Position: Q1 2026 in Review

Advisor OS increased its ExxonMobil (XOM) stake by 21% in Q1 2026, buying an estimated $723K and bringing the position to 28,550 shares worth $4.84M. The position accounts for 0.35% of the portfolio, ranked #49.

Advisor OS first reported a position in XOM in Q2 2020 and has held it in 22 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Advisor OS held 28,550 shares of ExxonMobil worth $4.84M as of Q1 2026.
  • Advisor OS bought 4,953 ExxonMobil shares in Q1 2026, an estimated $723K.
  • ExxonMobil made up 0.35% of Advisor OS's portfolio in Q1 2026, its #49 holding.
  • Advisor OS first reported a position in ExxonMobil in Q2 2020 and has held it in 22 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.