AWM
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Avaii Wealth Management’s ExxonMobil XOM Stock Holding History

Avaii Wealth Management’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 		$1.19M Sell
6,997
-126
-2% -$18.4K 0.41% 32
2025
Q4 		$857K Buy
7,123
+12
+0.2% +$1.39K 0.31% 41
2025
Q3 		$802K Buy
7,111
+602
+9% +$66.9K 0.31% 46
2025
Q2 		$702K Sell
6,509
-115
-2% -$12.3K 0.31% 43
2025
Q1 		$788K Sell
6,624
-91
-1% -$10.1K 0.42% 33
2024
Q4 		$722K Sell
6,715
-450
-6% -$52.6K 0.36% 38
2024
Q3 		$840K Sell
7,165
-1,381
-16% -$159K 0.42% 32
2024
Q2 		$984K Buy
8,546
+544
+7% +$63.4K 0.55% 31
2024
Q1 		$930K Sell
8,002
-27
-0.3% -$2.83K 0.55% 40
2023
Q4 		$803K Sell
8,029
-282
-3% -$29.6K 0.52% 42
2023
Q3 		$977K Buy
8,311
+2,665
+47% +$292K 0.74% 29
2023
Q2 		$606K Sell
5,646
-81
-1% -$8.84K 0.47% 50
2023
Q1 		$628K Buy
5,727
+488
+9% +$54K 0.55% 41
2022
Q4 		$578K Buy
5,239
+2,477
+90% +$265K 0.52% 43
2022
Q3 		$241K Buy
2,762
+84
+3% +$7.67K 0.25% 94
2022
Q2 		$229K Buy
2,678
+22
+0.8% +$1.98K 0.24% 93
2022
Q1 		$220K Buy
+2,656
New +$206K 0.2% 98

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

Avaii Wealth Management's XOM Position: Q1 2026 in Review

Avaii Wealth Management reduced its ExxonMobil (XOM) stake by 1.8% in Q1 2026, selling an estimated $18.4K and leaving 6,997 shares worth $1.19M. The position accounts for 0.41% of the portfolio, ranked #32.

Avaii Wealth Management first reported a position in XOM in Q1 2022 and has held it in 17 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Avaii Wealth Management held 6,997 shares of ExxonMobil worth $1.19M as of Q1 2026.
  • Avaii Wealth Management sold 126 ExxonMobil shares in Q1 2026, an estimated $18.4K.
  • ExxonMobil made up 0.41% of Avaii Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Avaii Wealth Management first reported a position in ExxonMobil in Q1 2022 and has held it in 17 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.