Axis Wealth Partners’s ExxonMobil XOM Stock Holding History

Axis Wealth Partners’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	$840K	Buy	4,951 +106	+2%	+$15.5K	0.45%	66
2025 Q4	$583K	Sell	4,845 -348	-7%	-$40.4K	0.32%	86
2025 Q3	$586K	Buy	5,193 +137	+3%	+$15.2K	0.34%	80
2025 Q2	$545K	Buy	5,056 +90	+2%	+$9.62K	0.36%	78
2025 Q1	$591K	Buy	4,966 +93	+2%	+$10.3K	0.44%	65
2024 Q4	$524K	Buy	+4,873	New	+$570K	0.44%	65

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Axis Wealth Partners's XOM Position: Q1 2026 in Review

Axis Wealth Partners increased its ExxonMobil (XOM) stake by 2.2% in Q1 2026, buying an estimated $15.5K and bringing the position to 4,951 shares worth $840K. The position accounts for 0.45% of the portfolio, ranked #66.

Axis Wealth Partners first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Axis Wealth Partners held 4,951 shares of ExxonMobil worth $840K as of Q1 2026.
Axis Wealth Partners bought 106 ExxonMobil shares in Q1 2026, an estimated $15.5K.
ExxonMobil made up 0.45% of Axis Wealth Partners's portfolio in Q1 2026, its #66 holding.
Axis Wealth Partners first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.