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Arete Wealth Advisors’s ExxonMobil XOM Stock Holding History

Arete 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 		$12.9M Sell
75,930
-4,534
-6% -$662K 0.97% 21
2025
Q4 		$9.68M Buy
80,464
+4,964
+7% +$576K 0.59% 39
2025
Q3 		$8.52M Buy
75,500
+4,460
+6% +$496K 0.53% 43
2025
Q2 		$7.66M Buy
71,040
+1,415
+2% +$151K 0.54% 41
2025
Q1 		$8.28M Buy
69,625
+1,379
+2% +$153K 0.63% 36
2024
Q4 		$7.34M Buy
68,246
+12,694
+23% +$1.48M 0.53% 40
2024
Q3 		$6.5M Sell
55,552
-5,643
-9% -$652K 0.56% 37
2024
Q2 		$7.04M Sell
61,195
-8,882
-13% -$1.03M 0.58% 31
2024
Q1 		$8.15M Sell
70,077
-5,398
-7% -$565K 0.75% 24
2023
Q4 		$7.55M Buy
75,475
+893
+1% +$93.9K 0.58% 29
2023
Q3 		$8.77M Buy
74,582
+7,375
+11% +$809K 1.52% 11
2023
Q2 		$7.21M Sell
67,207
-947
-1% -$103K 0.64% 28
2023
Q1 		$7.47M Buy
68,154
+1,051
+2% +$116K 0.61% 27
2022
Q4 		$7.4B Buy
67,103
+7,954
+13% +$852K 0.65% 26
2022
Q3 		$5.16M Buy
59,149
+17,067
+41% +$1.56M 0.51% 41
2022
Q2 		$3.61M Buy
42,082
+12,804
+44% +$1.15M 0.37% 58
2022
Q1 		$2.42M Buy
29,278
+279
+1% +$21.7K 0.2% 99
2021
Q4 		$1.84M Buy
28,999
+6,082
+27% +$380K 0.16% 123
2021
Q3 		$1.36M Sell
22,917
-1,685
-7% -$96K 0.15% 134
2021
Q2 		$1.34M Buy
24,602
+157
+0.6% +$9.37K 0.19% 101
2021
Q1 		$1.38M Buy
24,445
+185
+0.8% +$9.7K 0.18% 120
2020
Q4 		$1M Sell
24,260
-17,038
-41% -$639K 0.14% 151
2020
Q3 		$1.37M Sell
41,298
-927
-2% -$37.9K 0.21% 116
2020
Q2 		$1.89M Sell
42,225
-162
-0.4% -$7.27K 0.33% 79
2020
Q1 		$1.6M Sell
42,387
-878
-2% -$48.5K 0.31% 76
2019
Q4 		$3.03M Sell
43,265
-2,657
-6% -$184K 0.53% 47
2019
Q3 		$3.24M Sell
45,922
-547
-1% -$39.6K 0.62% 33
2019
Q2 		$3.56M Sell
46,469
-1,309
-3% -$101K 0.69% 27
2019
Q1 		$3.86M Buy
47,778
+3,610
+8% +$275K 0.81% 19
2018
Q4 		$3.01M Buy
44,168
+2,530
+6% +$198K 0.73% 27
2018
Q3 		$3.54M Sell
41,638
-173
-0.4% -$14.1K 0.79% 25
2018
Q2 		$3.46M Buy
41,811
+25,887
+163% +$2.06M 0.82% 20
2018
Q1 		$1.19M Sell
15,924
-3,658
-19% -$292K 0.39% 53
2017
Q4 		$1.64M Buy
19,582
+117
+0.6% +$9.68K 0.53% 35
2017
Q3 		$1.6M Buy
19,465
+262
+1% +$20.8K 0.64% 41
2017
Q2 		$1.55M Buy
19,203
+6,575
+52% +$538K 0.71% 40
2017
Q1 		$1.04M Buy
12,628
+3
+0% +$251 0.45% 55
2016
Q4 		$1.14M Buy
12,625
+2,251
+22% +$197K 0.53% 49
2016
Q3 		$905K Buy
10,374
+7,309
+238% +$648K 0.52% 44
2016
Q2 		$287K Sell
3,065
-751
-20% -$66.4K 0.18% 105
2016
Q1 		$319K Sell
3,816
-236
-6% -$18.9K 0.19% 100
2015
Q4 		$316K Buy
4,052
+329
+9% +$26.3K 0.19% 88
2015
Q3 		$277K Buy
3,723
+55
+1% +$4.24K 0.22% 91
2015
Q2 		$305K Buy
3,668
+9
+0.2% +$774 0.21% 102
2015
Q1 		$311K Buy
3,659
+872
+31% +$77.3K 0.2% 104
2014
Q4 		$258K Sell
2,787
-1,722
-38% -$161K 0.18% 104
2014
Q3 		$424K Sell
4,509
-71
-2% -$7.07K 0.32% 74
2014
Q2 		$461K Sell
4,580
-399
-8% -$40.2K 0.36% 71
2014
Q1 		$486K Sell
4,979
-100
-2% -$9.53K 0.45% 59
2013
Q4 		$513K Buy
+5,079
New +$470K 0.51% 50

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

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

Arete Wealth Advisors reduced its ExxonMobil (XOM) stake by 5.6% in Q1 2026, selling an estimated $662K and leaving 75,930 shares worth $12.9M. The position accounts for 0.97% of the portfolio, ranked #21.

Arete Wealth Advisors first reported a position in XOM in Q4 2013 and has held it in 50 quarters since. The position peaked at $7.4B in Q4 2022. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Arete Wealth Advisors held 75,930 shares of ExxonMobil worth $12.9M as of Q1 2026.
  • Arete Wealth Advisors sold 4,534 ExxonMobil shares in Q1 2026, an estimated $662K.
  • ExxonMobil made up 0.97% of Arete Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • Arete Wealth Advisors first reported a position in ExxonMobil in Q4 2013 and has held it in 50 quarters since.
  • Arete Wealth Advisors's ExxonMobil position peaked at $7.4B in Q4 2022.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.