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Aspen Wealth Strategies’s ExxonMobil XOM Stock Holding History

Aspen Wealth Strategies’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 		$541K Sell
3,191
-59
-2% -$8.61K 0.29% 56
2025
Q4 		$391K Buy
3,250
+23
+0.7% +$2.67K 0.21% 62
2025
Q3 		$364K Buy
3,227
+96
+3% +$10.7K 0.2% 65
2025
Q2 		$338K Buy
3,131
+169
+6% +$18.1K 0.2% 62
2025
Q1 		$352K Buy
2,962
+77
+3% +$8.52K 0.23% 56
2024
Q4 		$310K Sell
2,885
-805
-22% -$94.2K 0.2% 59
2024
Q3 		$433K Sell
3,690
-18
-0.5% -$2.08K 0.28% 54
2024
Q2 		$436K Buy
3,708
+221
+6% +$25.7K 0.3% 48
2024
Q1 		$405K Buy
3,487
+31
+0.9% +$3.24K 0.28% 52
2023
Q4 		$346K Buy
3,456
+5
+0.1% +$526 0.25% 56
2023
Q3 		$405K Buy
3,451
+210
+6% +$23K 0.32% 40
2023
Q2 		$348K Sell
3,241
-322
-9% -$35.1K 0.26% 48
2023
Q1 		$391K Buy
3,563
+250
+8% +$27.7K 0.3% 49
2022
Q4 		$365K Buy
+3,313
New +$355K 0.29% 48

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

Aspen Wealth Strategies's XOM Position: Q1 2026 in Review

Aspen Wealth Strategies reduced its ExxonMobil (XOM) stake by 1.8% in Q1 2026, selling an estimated $8.61K and leaving 3,191 shares worth $541K. The position accounts for 0.29% of the portfolio, ranked #56.

Aspen Wealth Strategies first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Aspen Wealth Strategies held 3,191 shares of ExxonMobil worth $541K as of Q1 2026.
  • Aspen Wealth Strategies sold 59 ExxonMobil shares in Q1 2026, an estimated $8.61K.
  • ExxonMobil made up 0.29% of Aspen Wealth Strategies's portfolio in Q1 2026, its #56 holding.
  • Aspen Wealth Strategies first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.