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Ariadne Wealth Management’s ExxonMobil XOM Stock Holding History

Ariadne Wealth Management’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 		$551K Sell
3,247
-5
-0.2% -$730 0.25% 92
2025
Q4 		$491K Buy
3,252
+313
+11% +$36.3K 0.2% 108
2025
Q3 		$349K Buy
2,939
+1,060
+56% +$118K 0.16% 143
2025
Q2 		$202K Sell
1,879
-191
-9% -$20.4K 0.1% 205
2025
Q1 		$222K Sell
2,070
-43
-2% -$4.75K 0.12% 190
2024
Q4 		$234K Sell
2,113
-199
-9% -$23.3K 0.11% 188
2024
Q3 		$280K Sell
2,312
-852
-27% -$98.4K 0.15% 142
2024
Q2 		$364K Buy
+3,164
New +$369K 0.28% 83

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

Ariadne Wealth Management's XOM Position: Q1 2026 in Review

Ariadne Wealth Management reduced its ExxonMobil (XOM) stake by 0.15% in Q1 2026, selling an estimated $730 and leaving 3,247 shares worth $551K. The position accounts for 0.25% of the portfolio, ranked #92.

Ariadne Wealth Management first reported a position in XOM in Q2 2024 and has held it in 8 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Ariadne Wealth Management held 3,247 shares of ExxonMobil worth $551K as of Q1 2026.
  • Ariadne Wealth Management sold 5 ExxonMobil shares in Q1 2026, an estimated $730.
  • ExxonMobil made up 0.25% of Ariadne Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Ariadne Wealth Management first reported a position in ExxonMobil in Q2 2024 and has held it in 8 quarters since.
  • 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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