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All Terrain Financial Advisors’s ExxonMobil XOM Stock Holding History

All Terrain Financial 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
2018
Q4 		– Sell
-2,000
Closed -$170K – 250
2018
Q3 		$170K Buy
2,000
+500
+33% +$40.9K 0.07% 169
2018
Q2 		$124K Sell
1,500
-200
-12% -$15.9K 0.06% 186
2018
Q1 		$127K Buy
+1,700
New +$136K 0.06% 179

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

All Terrain Financial Advisors's XOM Position: Q1 2026 in Review

All Terrain Financial Advisors held its ExxonMobil (XOM) position steady in Q1 2026 at 5,081 shares worth $862K. The position accounts for 0.2% of the portfolio, ranked #66.

All Terrain Financial Advisors first reported a position in XOM in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.22M in Q3 2018. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • All Terrain Financial Advisors held 5,081 shares of ExxonMobil worth $862K as of Q1 2026.
  • All Terrain Financial Advisors left its ExxonMobil share count unchanged in Q1 2026.
  • ExxonMobil made up 0.2% of All Terrain Financial Advisors's portfolio in Q1 2026, its #66 holding.
  • All Terrain Financial Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 34 quarters since.
  • All Terrain Financial Advisors's ExxonMobil position peaked at $1.22M in Q3 2018.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.