Arrowroot Family Office’s ExxonMobil XOM Stock Holding History

Arrowroot Family Office’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	$626K	Buy	3,690 +137	+4%	+$20K	0.21%	94
2025 Q4	$428K	Buy	3,553 +370	+12%	+$42.9K	0.16%	97
2025 Q3	$359K	Buy	3,183 +161	+5%	+$17.9K	0.14%	103
2025 Q2	$326K	Buy	+3,022	New	+$323K	0.15%	105
2024 Q4	$362K	Buy	3,365 +1	+0%	+$117	0.19%	95
2024 Q3	$394K	Sell	3,364 -116	-3%	-$13.4K	0.23%	88
2024 Q2	$401K	Buy	3,480 +58	+2%	+$6.75K	0.26%	82
2024 Q1	$398K	Hold	3,422	–	–	0.25%	87
2023 Q4	$342K	Buy	3,422 +2	+0.1%	+$210	0.24%	92
2023 Q3	$402K	Buy	+3,420	New	+$375K	0.32%	79

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

Arrowroot Family Office's XOM Position: Q1 2026 in Review

Arrowroot Family Office increased its ExxonMobil (XOM) stake by 3.9% in Q1 2026, buying an estimated $20K and bringing the position to 3,690 shares worth $626K. The position accounts for 0.21% of the portfolio, ranked #94.

Arrowroot Family Office first reported a position in XOM in Q3 2023 and has held it in 10 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Arrowroot Family Office held 3,690 shares of ExxonMobil worth $626K as of Q1 2026.
Arrowroot Family Office bought 137 ExxonMobil shares in Q1 2026, an estimated $20K.
ExxonMobil made up 0.21% of Arrowroot Family Office's portfolio in Q1 2026, its #94 holding.
Arrowroot Family Office first reported a position in ExxonMobil in Q3 2023 and has held it in 10 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.