AdvisorShares Investments’s ExxonMobil XOM Stock Holding History

AdvisorShares Investments’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	$617K	Sell	3,638 -500	-12%	-$73K	0.11%	104
2025 Q4	$498K	Sell	4,138 -162	-4%	-$18.8K	0.08%	111
2025 Q3	$485K	Buy	+4,300	New	+$478K	0.08%	156
2023 Q4	–	Sell	-3,702	Closed	-$435K	–	322
2023 Q3	$435K	Sell	3,702 -86	-2%	-$9.43K	0.12%	73
2023 Q2	$406K	Sell	3,788 -86	-2%	-$9.38K	0.12%	119
2023 Q1	$425K	Sell	3,874 -43	-1%	-$4.76K	0.13%	89
2022 Q4	$432K	Sell	3,917 -971	-20%	-$104K	0.12%	104
2022 Q3	$427K	Buy	+4,888	New	+$446K	0.12%	138

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

AdvisorShares Investments's XOM Position: Q1 2026 in Review

AdvisorShares Investments reduced its ExxonMobil (XOM) stake by 12% in Q1 2026, selling an estimated $73K and leaving 3,638 shares worth $617K. The position accounts for 0.11% of the portfolio, ranked #104.

AdvisorShares Investments first reported a position in XOM in Q3 2022 and has held it in 8 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

AdvisorShares Investments held 3,638 shares of ExxonMobil worth $617K as of Q1 2026.
AdvisorShares Investments sold 500 ExxonMobil shares in Q1 2026, an estimated $73K.
ExxonMobil made up 0.11% of AdvisorShares Investments's portfolio in Q1 2026, its #104 holding.
AdvisorShares Investments first reported a position in ExxonMobil in Q3 2022 and has held it in 8 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on AdvisorShares Investments's 13F filing for Q1 2026, filed 28 Apr 2026.