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Axim Planning & Wealth’s ExxonMobil XOM Stock Holding History

Axim Planning & 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 		$361K Sell
2,125
-37
-2% -$5.4K 0.44% 47
2025
Q4 		$260K Buy
2,162
+50
+2% +$5.8K 0.27% 55
2025
Q3 		$238K Sell
2,112
-88
-4% -$9.78K 0.19% 69
2025
Q2 		$237K Sell
2,200
-33
-1% -$3.53K 0.22% 47
2025
Q1 		$266K Sell
2,233
-519
-19% -$57.4K 0.24% 25
2024
Q4 		$296K Buy
2,752
+55
+2% +$6.43K 0.32% 20
2024
Q3 		$316K Buy
2,697
+74
+3% +$8.54K 0.36% 20
2024
Q2 		$302K Buy
2,623
+174
+7% +$20.3K 0.36% 13
2024
Q1 		$285K Buy
2,449
+39
+2% +$4.08K 0.23% 16
2023
Q4 		$241K Buy
2,410
+105
+5% +$11K 0.22% 20
2023
Q3 		$271K Buy
2,305
+157
+7% +$17.2K 0.24% 20
2023
Q2 		$230K Buy
2,148
+250
+13% +$27.3K 0.21% 21
2023
Q1 		$208K Buy
+1,898
New +$210K 0.21% 22
2022
Q4 		– Sell
-1,802
Closed -$157K – 167
2022
Q3 		$157K Buy
+1,802
New +$165K 0.15% 24

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

Axim Planning & Wealth's XOM Position: Q1 2026 in Review

Axim Planning & Wealth reduced its ExxonMobil (XOM) stake by 1.7% in Q1 2026, selling an estimated $5.4K and leaving 2,125 shares worth $361K. The position accounts for 0.44% of the portfolio, ranked #47.

Axim Planning & Wealth first reported a position in XOM in Q3 2022 and has held it in 14 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Axim Planning & Wealth held 2,125 shares of ExxonMobil worth $361K as of Q1 2026.
  • Axim Planning & Wealth sold 37 ExxonMobil shares in Q1 2026, an estimated $5.4K.
  • ExxonMobil made up 0.44% of Axim Planning & Wealth's portfolio in Q1 2026, its #47 holding.
  • Axim Planning & Wealth first reported a position in ExxonMobil in Q3 2022 and has held it in 14 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.