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AGH Wealth Advisors’s ExxonMobil XOM Stock Holding History

AGH 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 		$1.86M Buy
10,977
+117
+1% +$17.1K 1.37% 18
2025
Q4 		$1.31M Sell
10,860
-575
-5% -$66.7K 0.98% 19
2025
Q3 		$1.29M Buy
11,435
+1,022
+10% +$114K 0.95% 21
2025
Q2 		$1.12M Buy
10,413
+398
+4% +$42.5K 0.93% 22
2025
Q1 		$1.19M Buy
10,015
+7
+0.1% +$774 1.15% 19
2024
Q4 		$1.08M Buy
+10,008
New +$1.17M 1% 25

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

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

AGH Wealth Advisors increased its ExxonMobil (XOM) stake by 1.1% in Q1 2026, buying an estimated $17.1K and bringing the position to 10,977 shares worth $1.86M. The position accounts for 1.37% of the portfolio, ranked #18.

AGH Wealth Advisors first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • AGH Wealth Advisors held 10,977 shares of ExxonMobil worth $1.86M as of Q1 2026.
  • AGH Wealth Advisors bought 117 ExxonMobil shares in Q1 2026, an estimated $17.1K.
  • ExxonMobil made up 1.37% of AGH Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • AGH Wealth Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.