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Alaethes Wealth’s ExxonMobil XOM Stock Holding History

Alaethes Wealth’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 		$5.27M Buy
31,036
+3,254
+12% +$475K 1.5% 15
2025
Q4 		$3.34M Buy
27,782
+4,173
+18% +$484K 0.94% 23
2025
Q3 		$2.66M Buy
23,609
+648
+3% +$72K 0.75% 34
2025
Q2 		$2.48M Buy
22,961
+831
+4% +$88.8K 0.74% 42
2025
Q1 		$2.63M Buy
22,130
+1,490
+7% +$165K 0.96% 26
2024
Q4 		$2.22M Sell
20,640
-13
-0.1% -$1.52K 0.79% 37
2024
Q3 		$2.42M Buy
20,653
+948
+5% +$109K 0.89% 29
2024
Q2 		$2.27M Buy
19,705
+302
+2% +$35.2K 0.94% 28
2024
Q1 		$2.26M Sell
19,403
-1,233
-6% -$129K 0.99% 31
2023
Q4 		$2.06M Buy
20,636
+324
+2% +$34.1K 0.98% 26
2023
Q3 		$2.39M Sell
20,312
-735
-3% -$80.6K 1.31% 13
2023
Q2 		$2.26M Sell
21,047
-2,398
-10% -$262K 1.24% 14
2023
Q1 		$2.57M Buy
23,445
+1,448
+7% +$160K 1.51% 9
2022
Q4 		$2.43M Buy
21,997
+1,851
+9% +$198K 1.67% 9
2022
Q3 		$1.76M Buy
20,146
+771
+4% +$70.4K 1.29% 14
2022
Q2 		$1.66M Sell
19,375
-1,293
-6% -$117K 1.23% 15
2022
Q1 		$1.71M Buy
20,668
+122
+0.6% +$9.48K 1.08% 22
2021
Q4 		$1.26M Buy
20,546
+1,642
+9% +$103K 0.79% 48
2021
Q3 		$1.11M Buy
18,904
+2,747
+17% +$157K 0.81% 44
2021
Q2 		$1.02M Buy
16,157
+2,425
+18% +$145K 0.79% 49
2021
Q1 		$767K Buy
+13,732
New +$720K 0.71% 59

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

Alaethes Wealth's XOM Position: Q1 2026 in Review

Alaethes Wealth increased its ExxonMobil (XOM) stake by 12% in Q1 2026, buying an estimated $475K and bringing the position to 31,036 shares worth $5.27M. The position accounts for 1.5% of the portfolio, ranked #15.

Alaethes Wealth first reported a position in XOM in Q1 2021 and has held it in 21 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Alaethes Wealth held 31,036 shares of ExxonMobil worth $5.27M as of Q1 2026.
  • Alaethes Wealth bought 3,254 ExxonMobil shares in Q1 2026, an estimated $475K.
  • ExxonMobil made up 1.5% of Alaethes Wealth's portfolio in Q1 2026, its #15 holding.
  • Alaethes Wealth first reported a position in ExxonMobil in Q1 2021 and has held it in 21 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.