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Allium Financial Advisors’s ExxonMobil XOM Stock Holding History

Allium 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
2026
Q1 		$356K Sell
2,098
-33
-2% -$4.82K 0.29% 48
2025
Q4 		$256K Sell
2,131
-16
-0.7% -$1.86K 0.2% 64
2025
Q3 		$242K Sell
2,147
-609
-22% -$67.7K 0.2% 69
2025
Q2 		$297K Buy
2,756
+812
+42% +$86.8K 0.26% 61
2025
Q1 		$231K Buy
+1,944
New +$215K 0.21% 69

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

Allium Financial Advisors's XOM Position: Q1 2026 in Review

Allium Financial Advisors reduced its ExxonMobil (XOM) stake by 1.5% in Q1 2026, selling an estimated $4.82K and leaving 2,098 shares worth $356K. The position accounts for 0.29% of the portfolio, ranked #48.

Allium Financial Advisors first reported a position in XOM in Q1 2025 and has held it in 5 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Allium Financial Advisors held 2,098 shares of ExxonMobil worth $356K as of Q1 2026.
  • Allium Financial Advisors sold 33 ExxonMobil shares in Q1 2026, an estimated $4.82K.
  • ExxonMobil made up 0.29% of Allium Financial Advisors's portfolio in Q1 2026, its #48 holding.
  • Allium Financial Advisors first reported a position in ExxonMobil in Q1 2025 and has held it in 5 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.