AWE
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Avidian Wealth Enterprises’s ExxonMobil XOM Stock Holding History

Avidian Wealth Enterprises’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
2022
Q1 		– Sell
-400
Closed -$24K – 590
2021
Q4 		$24K Buy
+400
New +$25K ﹤0.01% 527
2020
Q3 		– Sell
-400
Closed -$2K – 313
2020
Q2 		$2K Buy
+400
New +$17.9K ﹤0.01% 258

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

Avidian Wealth Enterprises's XOM Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its ExxonMobil (XOM) stake by 16% in Q1 2026, buying an estimated $4.67M and bringing the position to 234,886 shares worth $39.9M. The position accounts for 1.26% of the portfolio, ranked #16.

Avidian Wealth Enterprises first reported a position in XOM in Q4 2013 and has held it in 49 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Avidian Wealth Enterprises held 234,886 shares of ExxonMobil worth $39.9M as of Q1 2026.
  • Avidian Wealth Enterprises bought 31,992 ExxonMobil shares in Q1 2026, an estimated $4.67M.
  • ExxonMobil made up 1.26% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #16 holding.
  • Avidian Wealth Enterprises first reported a position in ExxonMobil in Q4 2013 and has held it in 49 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.