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Aviso Financial’s ExxonMobil XOM Stock Holding History

Aviso Financial’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 		$1.32M Buy
7,760
+700
+10% +$102K 0.05% 137
2025
Q4 		$850K Sell
7,060
-140
-2% -$16.2K 0.03% 164
2025
Q3 		$812K Buy
7,200
+160
+2% +$17.8K 0.03% 177
2025
Q2 		$759K Sell
7,040
-2,661
-27% -$284K 0.03% 175
2025
Q1 		$1.15M Buy
9,701
+802
+9% +$88.7K 0.06% 136
2024
Q4 		$957K Buy
8,899
+573
+7% +$67K 0.05% 151
2024
Q3 		$976K Buy
8,326
+1,080
+15% +$125K 0.05% 147
2024
Q2 		$834K Buy
+7,246
New +$844K 0.05% 155

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

Aviso Financial's XOM Position: Q1 2026 in Review

Aviso Financial increased its ExxonMobil (XOM) stake by 9.9% in Q1 2026, buying an estimated $102K and bringing the position to 7,760 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #137.

Aviso Financial first reported a position in XOM in Q2 2024 and has held it in 8 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Aviso Financial held 7,760 shares of ExxonMobil worth $1.32M as of Q1 2026.
  • Aviso Financial bought 700 ExxonMobil shares in Q1 2026, an estimated $102K.
  • ExxonMobil made up 0.05% of Aviso Financial's portfolio in Q1 2026, its #137 holding.
  • Aviso Financial first reported a position in ExxonMobil in Q2 2024 and has held it in 8 quarters since.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.