Alpha Financial Partners’s ExxonMobil XOM Stock Holding History

Alpha Financial Partners’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	$843K	Buy	4,966 +53	+1%	+$7.73K	0.5%	32
2025 Q4	$591K	Buy	4,913 +336	+7%	+$39K	0.36%	43
2025 Q3	$516K	Buy	4,577 +37	+0.8%	+$4.11K	0.34%	48
2025 Q2	$489K	Sell	4,540 -108	-2%	-$11.5K	0.35%	47
2025 Q1	$553K	Sell	4,648 -277	-6%	-$30.6K	0.44%	34
2024 Q4	$530K	Buy	+4,925	New	+$576K	0.42%	34
2024 Q3	–	Sell	-4,632	Closed	-$533K	–	159
2024 Q2	$533K	Sell	4,632 -154	-3%	-$17.9K	0.46%	34
2024 Q1	$556K	Buy	4,786 +33	+0.7%	+$3.45K	0.51%	31
2023 Q4	$475K	Sell	4,753 -614	-11%	-$64.5K	0.47%	30
2023 Q3	$631K	Sell	5,367 -19	-0.4%	-$2.08K	0.73%	26
2023 Q2	$578K	Buy	5,386 +56	+1%	+$6.11K	0.62%	31
2023 Q1	$584K	Buy	5,330 +697	+15%	+$77.1K	0.66%	30
2022 Q4	$511K	Buy	+4,633	New	+$496K	0.62%	31

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 Financial Partners's XOM Position: Q1 2026 in Review

Alpha Financial Partners increased its ExxonMobil (XOM) stake by 1.1% in Q1 2026, buying an estimated $7.73K and bringing the position to 4,966 shares worth $843K. The position accounts for 0.5% of the portfolio, ranked #32.

Alpha Financial Partners first reported a position in XOM in Q4 2022 and has held it in 13 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Alpha Financial Partners held 4,966 shares of ExxonMobil worth $843K as of Q1 2026.
Alpha Financial Partners bought 53 ExxonMobil shares in Q1 2026, an estimated $7.73K.
ExxonMobil made up 0.5% of Alpha Financial Partners's portfolio in Q1 2026, its #32 holding.
Alpha Financial Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 13 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.