AssuredPartners Investment Advisors’s ExxonMobil XOM Stock Holding History

AssuredPartners Investment 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	$10.1M	Buy	61,693 +8,845	+17%	+$1.29M	1.1%	18
2025 Q4	$6.36M	Buy	52,848 +3,527	+7%	+$409K	0.95%	24
2025 Q3	$5.56M	Buy	49,321 +2,709	+6%	+$301K	1.24%	23
2025 Q2	$5.02M	Buy	46,612 +2,198	+5%	+$235K	1.23%	22
2025 Q1	$5.28M	Buy	44,414 +1,964	+5%	+$217K	1.02%	19
2024 Q4	$4.57M	Buy	+42,450	New	+$4.97M	0.89%	24

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

AssuredPartners Investment Advisors's XOM Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its ExxonMobil (XOM) stake by 17% in Q1 2026, buying an estimated $1.29M and bringing the position to 61,693 shares worth $10.1M. The position accounts for 1.1% of the portfolio, ranked #18.

AssuredPartners Investment Advisors first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

AssuredPartners Investment Advisors held 61,693 shares of ExxonMobil worth $10.1M as of Q1 2026.
AssuredPartners Investment Advisors bought 8,845 ExxonMobil shares in Q1 2026, an estimated $1.29M.
ExxonMobil made up 1.1% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #18 holding.
AssuredPartners Investment Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.