Atlantic Private Wealth’s ExxonMobil XOM Stock Holding History

Atlantic Private 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	$38.6K	Buy	228 +202	+777%	+$29.5K	0.03%	142
2025 Q4	$3.17K	Buy	26 +25	+2,500%	+$2.9K	﹤0.01%	221
2025 Q3	$122	Hold	1	–	–	﹤0.01%	238
2025 Q2	$116	Hold	1	–	–	﹤0.01%	235
2025 Q1	$126	Buy	+1	New	+$111	﹤0.01%	207
2024 Q4	–	Sell	-1	Closed	-$122	–	210
2024 Q3	$122	Hold	1	–	–	﹤0.01%	186
2024 Q2	$119	Hold	1	–	–	﹤0.01%	107
2024 Q1	$119	Hold	1	–	–	﹤0.01%	112
2023 Q4	$102	Hold	1	–	–	﹤0.01%	104
2023 Q3	$119	Hold	1	–	–	﹤0.01%	111
2023 Q2	$107	Hold	1	–	–	﹤0.01%	104
2023 Q1	$110	Buy	+1	New	+$111	﹤0.01%	94

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

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

Atlantic Private Wealth increased its ExxonMobil (XOM) stake by 777% in Q1 2026, buying an estimated $29.5K and bringing the position to 228 shares worth $38.6K. The position accounts for 0.03% of the portfolio, ranked #142.

Atlantic Private Wealth first reported a position in XOM in Q1 2023 and has held it in 12 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Atlantic Private Wealth held 228 shares of ExxonMobil worth $38.6K as of Q1 2026.
Atlantic Private Wealth bought 202 ExxonMobil shares in Q1 2026, an estimated $29.5K.
ExxonMobil made up 0.03% of Atlantic Private Wealth's portfolio in Q1 2026, its #142 holding.
Atlantic Private Wealth first reported a position in ExxonMobil in Q1 2023 and has held it in 12 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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