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Atlantic Family Wealth’s ExxonMobil XOM Stock Holding History

Atlantic Family Wealth’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 		$226K Sell
1,332
-1,315
-50% -$192K 0.16% 56
2025
Q4 		$319K Sell
2,647
-6
-0.2% -$696 0.24% 34
2025
Q3 		$299K Sell
2,653
-18
-0.7% -$2K 0.23% 38
2025
Q2 		$288K Buy
+2,671
New +$286K 0.25% 32

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

Atlantic Family Wealth's XOM Position: Q1 2026 in Review

Atlantic Family Wealth reduced its ExxonMobil (XOM) stake by 50% in Q1 2026, selling an estimated $192K and leaving 1,332 shares worth $226K. The position accounts for 0.16% of the portfolio, ranked #56.

Atlantic Family Wealth first reported a position in XOM in Q2 2025 and has held it in 4 quarters since. The position peaked at $319K in Q4 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Atlantic Family Wealth held 1,332 shares of ExxonMobil worth $226K as of Q1 2026.
  • Atlantic Family Wealth sold 1,315 ExxonMobil shares in Q1 2026, an estimated $192K.
  • ExxonMobil made up 0.16% of Atlantic Family Wealth's portfolio in Q1 2026, its #56 holding.
  • Atlantic Family Wealth first reported a position in ExxonMobil in Q2 2025 and has held it in 4 quarters since.
  • Atlantic Family Wealth's ExxonMobil position peaked at $319K in Q4 2025.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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