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Axxcess Wealth Management’s ExxonMobil XOM Stock Holding History

Axxcess Wealth Management’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 		$21.6M Sell
127,494
-23,153
-15% -$3.38M 0.69% 32
2025
Q4 		$18.1M Buy
150,647
+3,560
+2% +$413K 0.31% 65
2025
Q3 		$16.6M Sell
147,087
-11,867
-7% -$1.32M 0.35% 58
2025
Q2 		$17.1M Sell
158,954
-1,069
-0.7% -$114K 0.4% 47
2025
Q1 		$19M Sell
160,023
-3,478
-2% -$385K 0.5% 42
2024
Q4 		$17.6M Sell
163,501
-5,158
-3% -$603K 0.42% 48
2024
Q3 		$19.8M Buy
168,659
+1,970
+1% +$227K 0.49% 43
2024
Q2 		$19.2M Buy
166,689
+17,320
+12% +$2.02M 0.51% 42
2024
Q1 		$17.4M Buy
149,369
+6,859
+5% +$718K 0.48% 44
2023
Q4 		$14.2M Buy
142,510
+16,120
+13% +$1.69M 0.41% 47
2023
Q3 		$14.9M Buy
126,390
+78,510
+164% +$8.61M 0.51% 42
2023
Q2 		$5.14M Sell
47,880
-40,747
-46% -$4.45M 0.37% 64
2023
Q1 		$9.72M Buy
88,627
+1,997
+2% +$221K 0.74% 23
2022
Q4 		$9.56M Buy
86,630
+34,308
+66% +$3.68M 0.79% 22
2022
Q3 		$4.57M Sell
52,322
-3,913
-7% -$357K 0.43% 47
2022
Q2 		$4.82M Buy
56,235
+120
+0.2% +$10.8K 0.44% 53
2022
Q1 		$4.63M Buy
56,115
+1,495
+3% +$116K 0.36% 61
2021
Q4 		$3.34M Buy
+54,620
New +$3.41M 0.24% 82

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

Axxcess Wealth Management's XOM Position: Q1 2026 in Review

Axxcess Wealth Management reduced its ExxonMobil (XOM) stake by 15% in Q1 2026, selling an estimated $3.38M and leaving 127,494 shares worth $21.6M. The position accounts for 0.69% of the portfolio, ranked #32.

Axxcess Wealth Management first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Axxcess Wealth Management held 127,494 shares of ExxonMobil worth $21.6M as of Q1 2026.
  • Axxcess Wealth Management sold 23,153 ExxonMobil shares in Q1 2026, an estimated $3.38M.
  • ExxonMobil made up 0.69% of Axxcess Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Axxcess Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.