AE Wealth Management’s ExxonMobil XOM Stock Holding History

AE 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	$170M	Buy	1,002,282 +32,872	+3%	+$4.8M	0.92%	16
2025 Q4	$117M	Buy	969,410 +42,953	+5%	+$4.98M	0.67%	23
2025 Q3	$104M	Buy	926,457 +80,696	+10%	+$8.97M	0.67%	28
2025 Q2	$91.2M	Buy	845,761 +44,419	+6%	+$4.75M	0.67%	27
2025 Q1	$95.3M	Buy	801,342 +37,474	+5%	+$4.14M	0.8%	21
2024 Q4	$82.2M	Buy	763,868 +45,955	+6%	+$5.38M	0.7%	28
2024 Q3	$84.2M	Buy	717,913 +53,861	+8%	+$6.22M	0.76%	23
2024 Q2	$76.4M	Buy	664,052 +145,910	+28%	+$17M	0.76%	22
2024 Q1	$60.2M	Sell	518,142 -493,254	-49%	-$51.6M	0.68%	21
2023 Q4	$104M	Buy	1,011,396 +137,097	+16%	+$14.4M	0.53%	25
2023 Q3	$103M	Buy	874,299 +42,273	+5%	+$4.64M	0.61%	22
2023 Q2	$89.2M	Sell	832,026 -297,498	-26%	-$32.5M	0.54%	26
2023 Q1	$124M	Buy	1,129,524 +101,713	+10%	+$11.3M	0.8%	17
2022 Q4	$113M	Buy	1,027,811 +175,134	+21%	+$18.8M	0.82%	14
2022 Q3	$74.4M	Buy	852,677 +59,582	+8%	+$5.44M	0.59%	26
2022 Q2	$67.9M	Buy	793,095 +36,270	+5%	+$3.27M	0.54%	34
2022 Q1	$62.5M	Buy	756,825 +81,900	+12%	+$6.37M	0.43%	46
2021 Q4	$41.3M	Buy	674,925 +61,971	+10%	+$3.87M	0.29%	72
2021 Q3	$36.1M	Buy	612,954 +69,920	+13%	+$3.98M	0.3%	72
2021 Q2	$34.3M	Buy	543,034 +63,252	+13%	+$3.78M	0.3%	76
2021 Q1	$26.8M	Buy	479,782 +5,286	+1%	+$277K	0.27%	87
2020 Q4	$19.6M	Sell	474,496 -43,033	-8%	-$1.61M	0.22%	103
2020 Q3	$17.8M	Buy	517,529 +36,585	+8%	+$1.5M	0.25%	90
2020 Q2	$21.5M	Buy	480,944 +91,843	+24%	+$4.12M	0.33%	66
2020 Q1	$14.8M	Buy	389,101 +91,612	+31%	+$5.06M	0.34%	58
2019 Q4	$20.8M	Buy	297,489 +43,274	+17%	+$2.99M	0.45%	46
2019 Q3	$17.9M	Sell	254,215 -908	-0.4%	-$65.7K	0.52%	42
2019 Q2	$19.6M	Buy	255,123 +76,957	+43%	+$5.96M	0.59%	36
2019 Q1	$14.4M	Buy	178,166 +18,464	+12%	+$1.41M	1%	23
2018 Q4	$10.9M	Buy	159,702 +2,754	+2%	+$216K	1.86%	3
2018 Q3	$13.3M	Buy	156,948 +32,378	+26%	+$2.65M	0.73%	31
2018 Q2	$10.3M	Sell	124,570 -3,629	-3%	-$289K	0.7%	29
2018 Q1	$9.56M	Buy	128,199 +18,360	+17%	+$1.47M	0.74%	27
2017 Q4	$9.19M	Buy	109,839 +16,456	+18%	+$1.36M	0.81%	24
2017 Q3	$7.66M	Buy	93,383 +12,076	+15%	+$959K	0.71%	28
2017 Q2	$6.56M	Buy	81,307 +22,912	+39%	+$1.87M	0.78%	26
2017 Q1	$4.79M	Buy	58,395 +31,545	+117%	+$2.64M	0.89%	18
2016 Q4	$2.42M	Buy	+26,850	New	+$2.35M	0.98%	18

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

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

AE Wealth Management increased its ExxonMobil (XOM) stake by 3.4% in Q1 2026, buying an estimated $4.8M and bringing the position to 1,002,282 shares worth $170M. The position accounts for 0.92% of the portfolio, ranked #16.

AE Wealth Management first reported a position in XOM in Q4 2016 and has held it in 38 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

AE Wealth Management held 1,002,282 shares of ExxonMobil worth $170M as of Q1 2026.
AE Wealth Management bought 32,872 ExxonMobil shares in Q1 2026, an estimated $4.8M.
ExxonMobil made up 0.92% of AE Wealth Management's portfolio in Q1 2026, its #16 holding.
AE Wealth Management first reported a position in ExxonMobil in Q4 2016 and has held it in 38 quarters since.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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