Atlas Wealth Partners’s ExxonMobil XOM Stock Holding History

Atlas Wealth Partners’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	$643K	Sell	3,790 -225	-6%	-$32.8K	0.66%	27
2025 Q4	$483K	Hold	4,015	–	–	0.53%	32
2025 Q3	$453K	Hold	4,015	–	–	0.46%	32
2025 Q2	$433K	Hold	4,015	–	–	0.5%	27
2025 Q1	$478K	Hold	4,015	–	–	0.59%	25
2024 Q4	$432K	Hold	4,015	–	–	0.55%	27
2024 Q3	$471K	Hold	4,015	–	–	0.72%	23
2024 Q2	$462K	Hold	4,015	–	–	1.96%	9
2024 Q1	$466K	Hold	4,015	–	–	2.53%	6
2023 Q4	$414K	Sell	4,015 -25	-0.6%	-$2.63K	2.28%	9
2023 Q3	$426K	Buy	4,040 +150	+4%	+$16.5K	2.45%	8
2023 Q2	$404K	Sell	3,890 -200	-5%	-$21.8K	1.16%	20
2023 Q1	$477K	Hold	4,090	–	–	3.32%	6
2022 Q4	$470K	Buy	+4,090	New	+$438K	2.91%	6

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

Atlas Wealth Partners's XOM Position: Q1 2026 in Review

Atlas Wealth Partners reduced its ExxonMobil (XOM) stake by 5.6% in Q1 2026, selling an estimated $32.8K and leaving 3,790 shares worth $643K. The position accounts for 0.66% of the portfolio, ranked #27.

Atlas Wealth Partners first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Atlas Wealth Partners held 3,790 shares of ExxonMobil worth $643K as of Q1 2026.
Atlas Wealth Partners sold 225 ExxonMobil shares in Q1 2026, an estimated $32.8K.
ExxonMobil made up 0.66% of Atlas Wealth Partners's portfolio in Q1 2026, its #27 holding.
Atlas Wealth Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Atlas Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.