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Balboa Wealth Partners’s ExxonMobil XOM Stock Holding History

Balboa 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 		$1.75M Sell
10,344
-214
-2% -$31.2K 0.29% 55
2025
Q4 		$1.27M Buy
10,558
+427
+4% +$49.5K 0.21% 77
2025
Q3 		$1.14M Buy
10,131
+130
+1% +$14.5K 0.2% 81
2025
Q2 		$1.08M Buy
10,001
+21
+0.2% +$2.25K 0.22% 86
2025
Q1 		$1.19M Buy
9,980
+584
+6% +$64.6K 0.29% 69
2024
Q4 		$1.01M Buy
9,396
+1,130
+14% +$132K 0.23% 77
2024
Q3 		$969K Buy
8,266
+270
+3% +$31.2K 0.24% 79
2024
Q2 		$921K Sell
7,996
-531
-6% -$61.8K 0.24% 79
2024
Q1 		$991K Buy
8,527
+1,270
+18% +$133K 0.29% 64
2023
Q4 		$726K Sell
7,257
-983
-12% -$103K 0.24% 80
2023
Q3 		$969K Buy
8,240
+1,668
+25% +$183K 0.36% 45
2023
Q2 		$705K Buy
6,572
+953
+17% +$104K 0.25% 71
2023
Q1 		$616K Sell
5,619
-196
-3% -$21.7K 0.23% 87
2022
Q4 		$641K Sell
5,815
-3,109
-35% -$333K 0.29% 84
2022
Q3 		$779K Buy
+8,924
New +$815K 0.34% 60

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

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

Balboa Wealth Partners reduced its ExxonMobil (XOM) stake by 2% in Q1 2026, selling an estimated $31.2K and leaving 10,344 shares worth $1.75M. The position accounts for 0.29% of the portfolio, ranked #55.

Balboa Wealth Partners first reported a position in XOM in Q3 2022 and has held it in 15 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Balboa Wealth Partners held 10,344 shares of ExxonMobil worth $1.75M as of Q1 2026.
  • Balboa Wealth Partners sold 214 ExxonMobil shares in Q1 2026, an estimated $31.2K.
  • ExxonMobil made up 0.29% of Balboa Wealth Partners's portfolio in Q1 2026, its #55 holding.
  • Balboa Wealth Partners first reported a position in ExxonMobil in Q3 2022 and has held it in 15 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.