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Avion Wealth’s ExxonMobil XOM Stock Holding History

Avion 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 		$2.54M Sell
14,970
-2,962
-17% -$432K 0.52% 24
2025
Q4 		$2.16M Sell
17,932
-1,533
-8% -$178K 0.45% 30
2025
Q3 		$2.19M Sell
19,465
-3,286
-14% -$365K 0.47% 27
2025
Q2 		$2.45M Sell
22,751
-1,626
-7% -$174K 0.56% 23
2025
Q1 		$2.62M Hold
24,377
– – 0.67% 21
2024
Q4 		$2.62M Buy
24,377
+2,302
+10% +$269K 0.67% 21
2024
Q3 		$2.59M Buy
22,075
+98
+0.4% +$11.3K 0.68% 19
2024
Q2 		$2.53M Sell
21,977
-80
-0.4% -$9.32K 0.7% 20
2024
Q1 		$2.56M Sell
22,057
-5,762
-21% -$603K 0.69% 21
2023
Q4 		$2.78M Sell
27,819
-3,577
-11% -$376K 0.78% 20
2023
Q3 		$3.69M Buy
31,396
+119
+0.4% +$13.1K 1.05% 19
2023
Q2 		$3.35M Sell
31,277
-1,865
-6% -$203K 0.88% 20
2023
Q1 		$3.65M Buy
33,142
+10,556
+47% +$1.17M 1% 20
2022
Q4 		$1.97M Hold
22,586
– – 0.61% 22
2022
Q3 		$1.97M Sell
22,586
-2,452
-10% -$224K 0.61% 22
2022
Q2 		$2.14M Buy
25,038
+3,050
+14% +$275K 0.67% 21
2022
Q1 		$1.82M Buy
21,988
+6,455
+42% +$502K 0.52% 27
2021
Q4 		$950K Buy
15,533
+2,574
+20% +$161K 0.27% 31
2021
Q3 		$762K Buy
12,959
+100
+0.8% +$5.7K 0.23% 27
2021
Q2 		$811K Buy
12,859
+1,571
+14% +$93.8K 0.25% 26
2021
Q1 		$630K Sell
11,288
-548
-5% -$28.7K 0.22% 26
2020
Q4 		$488K Sell
11,836
-1,098
-8% -$41.2K 0.15% 28
2020
Q3 		$444K Buy
12,934
+833
+7% +$34.1K 0.15% 29
2020
Q2 		$541K Buy
12,101
+700
+6% +$31.4K 0.19% 24
2020
Q1 		$433K Buy
11,401
+637
+6% +$35.2K 0.19% 26
2019
Q4 		$751K Sell
10,764
-100
-0.9% -$6.92K 0.67% 19
2019
Q3 		$767K Buy
+10,864
New +$786K 0.73% 17

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

Avion Wealth's XOM Position: Q1 2026 in Review

Avion Wealth reduced its ExxonMobil (XOM) stake by 17% in Q1 2026, selling an estimated $432K and leaving 14,970 shares worth $2.54M. The position accounts for 0.52% of the portfolio, ranked #24.

Avion Wealth first reported a position in XOM in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.69M in Q3 2023. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Avion Wealth held 14,970 shares of ExxonMobil worth $2.54M as of Q1 2026.
  • Avion Wealth sold 2,962 ExxonMobil shares in Q1 2026, an estimated $432K.
  • ExxonMobil made up 0.52% of Avion Wealth's portfolio in Q1 2026, its #24 holding.
  • Avion Wealth first reported a position in ExxonMobil in Q3 2019 and has held it in 27 quarters since.
  • Avion Wealth's ExxonMobil position peaked at $3.69M in Q3 2023.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.