Alaska Wealth Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $883K | Buy |
5,205
+1
| +0% | +$146 | 0.11% | 46 |
|
|
2025
Q4 | $626K | Hold |
5,204
| – | – | 0.08% | 48 |
|
|
2025
Q3 | $587K | Sell |
5,204
-35
| -0.7% | -$3.89K | 0.08% | 48 |
|
|
2025
Q2 | $565K | Buy |
5,239
+82
| +2% | +$8.77K | 0.08% | 47 |
|
|
2025
Q1 | $613K | Sell |
5,157
-2
| -0% | -$221 | 0.1% | 40 |
|
|
2024
Q4 | $555K | Sell |
5,159
-187
| -3% | -$21.9K | 0.09% | 41 |
|
|
2024
Q3 | $627K | Sell |
5,346
-148
| -3% | -$17.1K | 0.09% | 39 |
|
|
2024
Q2 | $633K | Sell |
5,494
-45
| -0.8% | -$5.24K | 0.1% | 41 |
|
|
2024
Q1 | $644K | Buy |
5,539
+1,066
| +24% | +$112K | 0.1% | 40 |
|
|
2023
Q4 | $447K | Hold |
4,473
| – | – | 0.07% | 46 |
|
|
2023
Q3 | $526K | Buy |
4,473
+320
| +8% | +$35.1K | 0.08% | 39 |
|
|
2023
Q2 | $445K | Sell |
4,153
-400
| -9% | -$43.6K | 0.07% | 46 |
|
|
2023
Q1 | $499K | Buy |
4,553
+21
| +0.5% | +$2.32K | 0.08% | 40 |
|
|
2022
Q4 | $500K | Sell |
4,532
-24
| -0.5% | -$2.57K | 0.09% | 42 |
|
|
2022
Q3 | $398K | Buy |
4,556
+286
| +7% | +$26.1K | 0.08% | 43 |
|
|
2022
Q2 | $366K | Buy |
4,270
+83
| +2% | +$7.49K | 0.07% | 42 |
|
|
2022
Q1 | $346K | Sell |
4,187
-433
| -9% | -$33.7K | 0.06% | 39 |
|
|
2021
Q4 | $283K | Sell |
4,620
-265
| -5% | -$16.6K | 0.05% | 44 |
|
|
2021
Q3 | $287K | Buy |
4,885
+163
| +3% | +$9.29K | 0.06% | 40 |
|
|
2021
Q2 | $298K | Sell |
4,722
-2,947
| -38% | -$176K | 0.06% | 39 |
|
|
2021
Q1 | $428K | Buy |
7,669
+1,032
| +16% | +$54.1K | 0.08% | 36 |
|
|
2020
Q4 | $274K | Sell |
6,637
-333
| -5% | -$12.5K | 0.06% | 47 |
|
|
2020
Q3 | $239K | Buy |
6,970
+35
| +0.5% | +$1.43K | 0.05% | 49 |
|
|
2020
Q2 | $310K | Buy |
6,935
+48
| +0.7% | +$2.15K | 0.07% | 44 |
|
|
2020
Q1 | $261K | Sell |
6,887
-757
| -10% | -$41.8K | 0.07% | 48 |
|
|
2019
Q4 | $533K | Buy |
+7,644
| New | +$529K | 0.09% | 40 |
|
|
2019
Q3 | – | Sell |
-5,160
| Closed | -$417K | – | 65 |
|
|
2019
Q2 | $417K | Hold |
5,160
| – | – | 0.04% | 48 |
|
|
2019
Q1 | $417K | Hold |
5,160
| – | – | 0.04% | 48 |
|
|
2018
Q4 | $352K | Buy |
5,160
+1,066
| +26% | +$83.6K | 0.11% | 43 |
|
|
2018
Q3 | $348K | Buy |
4,094
+400
| +11% | +$32.7K | 0.1% | 38 |
|
|
2018
Q2 | $305K | Hold |
3,694
| – | – | 0.1% | 38 |
|
|
2018
Q1 | $275K | Hold |
3,694
| – | – | 0.1% | 39 |
|
|
2017
Q4 | $308K | Buy |
+3,694
| New | +$306K | 0.11% | 36 |
|
Other funds holding XOM
VCM
VPM
Alaska Wealth Advisors's XOM Position: Q1 2026 in Review
Alaska Wealth Advisors increased its ExxonMobil (XOM) stake by 0.02% in Q1 2026, buying an estimated $146 and bringing the position to 5,205 shares worth $883K. The position accounts for 0.11% of the portfolio, ranked #46.
Alaska Wealth Advisors first reported a position in XOM in Q4 2017 and has held it in 33 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Alaska Wealth Advisors held 5,205 shares of ExxonMobil worth $883K as of Q1 2026.
- Alaska Wealth Advisors bought 1 ExxonMobil share in Q1 2026, an estimated $146.
- ExxonMobil made up 0.11% of Alaska Wealth Advisors's portfolio in Q1 2026, its #46 holding.
- Alaska Wealth Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 33 quarters since.
- 4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Alaska Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.