Alpha Family Trust’s ExxonMobil XOM Stock Holding History

Alpha Family Trust’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	$1.77M	Hold	10,437	–	–	0.86%	20
2025 Q4	$1.26M	Hold	10,437	–	–	0.57%	26
2025 Q3	$1.18M	Hold	10,437	–	–	0.55%	26
2025 Q2	$1.13M	Hold	10,437	–	–	0.56%	29
2025 Q1	$1.24M	Hold	10,437	–	–	0.72%	22
2024 Q4	$1.12M	Hold	10,437	–	–	0.63%	22
2024 Q3	$1.22M	Hold	10,437	–	–	0.68%	22
2024 Q2	$1.2M	Buy	10,437 +8,712	+505%	+$1.01M	0.7%	23
2024 Q1	$201K	Buy	+1,725	New	+$180K	0.12%	152
2023 Q4	–	Sell	-8,705	Closed	-$1.02M	–	158
2023 Q3	$1.02M	Buy	8,705 +245	+3%	+$26.9K	0.78%	20
2023 Q2	$907K	Buy	8,460 +490	+6%	+$53.5K	0.63%	24
2023 Q1	$874K	Hold	7,970	–	–	0.69%	22
2022 Q4	$879K	Buy	+7,970	New	+$854K	0.79%	20
2022 Q3	–	Sell	-5,975	Closed	-$512K	–	63
2022 Q2	$512K	Buy	+5,975	New	+$539K	0.33%	23

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alpha Family Trust's XOM Position: Q1 2026 in Review

Alpha Family Trust held its ExxonMobil (XOM) position steady in Q1 2026 at 10,437 shares worth $1.77M. The position accounts for 0.86% of the portfolio, ranked #20.

Alpha Family Trust first reported a position in XOM in Q2 2022 and has held it in 14 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Alpha Family Trust held 10,437 shares of ExxonMobil worth $1.77M as of Q1 2026.
Alpha Family Trust left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.86% of Alpha Family Trust's portfolio in Q1 2026, its #20 holding.
Alpha Family Trust first reported a position in ExxonMobil in Q2 2022 and has held it in 14 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.