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Atlas Private Wealth Advisors’s ExxonMobil XOM Stock Holding History

Atlas Private Wealth 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 		$1.11M Buy
6,539
+3,083
+89% +$450K 0.26% 54
2025
Q4 		$416K Sell
3,456
-131
-4% -$15.2K 0.1% 93
2025
Q3 		$404K Sell
3,587
-9,406
-72% -$1.05M 0.1% 101
2025
Q2 		$1.4M Sell
12,993
-1,453
-10% -$155K 0.18% 68
2025
Q1 		$1.72M Sell
14,446
-4,110
-22% -$455K 0.24% 55
2024
Q4 		$2M Buy
18,556
+418
+2% +$48.9K 0.28% 51
2024
Q3 		$2.13M Buy
18,138
+112
+0.6% +$12.9K 0.31% 45
2024
Q2 		$2.07M Buy
18,026
+9,348
+108% +$1.09M 0.34% 40
2024
Q1 		$1.01M Sell
8,678
-8,378
-49% -$877K 0.34% 41
2023
Q4 		$1.7M Sell
17,056
-2,483
-13% -$261K 0.32% 42
2023
Q3 		$2.3M Buy
19,539
+3,964
+25% +$435K 0.43% 38
2023
Q2 		$1.67M Buy
15,575
+7,783
+100% +$849K 0.34% 56
2023
Q1 		$854K Sell
7,792
-766
-9% -$84.7K 0.39% 50
2022
Q4 		$944K Sell
8,558
-370
-4% -$39.6K 0.5% 39
2022
Q3 		$779K Sell
8,928
-619
-6% -$56.5K 0.47% 47
2022
Q2 		$818K Sell
9,547
-1,483
-13% -$134K 0.49% 48
2022
Q1 		$911K Sell
11,030
-1,694
-13% -$132K 0.4% 53
2021
Q4 		$779K Sell
12,724
-15
-0.1% -$937 0.36% 66
2021
Q3 		$749K Buy
12,739
+528
+4% +$30.1K 0.39% 57
2021
Q2 		$770K Buy
12,211
+271
+2% +$16.2K 0.42% 54
2021
Q1 		$667K Buy
11,940
+1,180
+11% +$61.9K 0.37% 60
2020
Q4 		$444K Buy
10,760
+1,263
+13% +$47.4K 0.3% 74
2020
Q3 		$326K Buy
9,497
+158
+2% +$6.46K 0.27% 79
2020
Q2 		$418K Buy
+9,339
New +$419K 0.37% 66

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

Atlas Private Wealth Advisors's XOM Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its ExxonMobil (XOM) stake by 89% in Q1 2026, buying an estimated $450K and bringing the position to 6,539 shares worth $1.11M. The position accounts for 0.26% of the portfolio, ranked #54.

Atlas Private Wealth Advisors first reported a position in XOM in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.3M in Q3 2023. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Atlas Private Wealth Advisors held 6,539 shares of ExxonMobil worth $1.11M as of Q1 2026.
  • Atlas Private Wealth Advisors bought 3,083 ExxonMobil shares in Q1 2026, an estimated $450K.
  • ExxonMobil made up 0.26% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #54 holding.
  • Atlas Private Wealth Advisors first reported a position in ExxonMobil in Q2 2020 and has held it in 24 quarters since.
  • Atlas Private Wealth Advisors's ExxonMobil position peaked at $2.3M in Q3 2023.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.