Archvest Wealth Advisors’s ExxonMobil XOM Stock Holding History

Archvest Wealth 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	–	Sell	-1,700	Closed	-$205K	–	78
2025 Q4	$205K	Buy	+1,700	New	+$197K	0.13%	65
2025 Q3	–	Sell	-1,248	Closed	-$921K	–	68
2025 Q2	$921K	Sell	1,248 -482	-28%	-$51.5K	0.8%	28
2025 Q1	$206K	Buy	+1,730	New	+$191K	0.17%	63
2024 Q4	–	Sell	-1,494	Closed	-$855K	–	76
2024 Q3	$855K	Sell	1,494 -329	-18%	-$38K	0.54%	34
2024 Q2	$210K	Buy	+1,823	New	+$212K	0.14%	60

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

Archvest Wealth Advisors's XOM Position: Q1 2026 in Review

Archvest Wealth Advisors sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 1,700 shares — an estimated $205K sold.

Archvest Wealth Advisors first reported a position in XOM in Q2 2024 and held it in 5 quarters. The position peaked at $921K in Q2 2025. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Archvest Wealth Advisors reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
Archvest Wealth Advisors sold 1,700 ExxonMobil shares in Q1 2026, an estimated $205K.
Archvest Wealth Advisors first reported a position in ExxonMobil in Q2 2024 and held it in 5 quarters.
Archvest Wealth Advisors's ExxonMobil position peaked at $921K in Q2 2025.
4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.