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BlackDiamond Wealth Management’s ExxonMobil XOM Stock Holding History

BlackDiamond 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 		$1.37M Buy
8,061
+436
+6% +$63.6K 0.66% 43
2025
Q4 		$1.15M Buy
7,625
+3,328
+77% +$386K 0.56% 47
2025
Q3 		$484K Sell
4,297
-1,137
-21% -$126K 0.26% 75
2025
Q2 		$594K Buy
5,434
+1,322
+32% +$141K 0.34% 56
2025
Q1 		$441K Buy
4,112
+554
+16% +$61.3K 0.3% 65
2024
Q4 		$383K Buy
3,558
+298
+9% +$34.9K 0.22% 97
2024
Q3 		$392K Buy
3,260
+398
+14% +$46K 0.24% 97
2024
Q2 		$337K Buy
2,862
+549
+24% +$63.9K 0.22% 98
2024
Q1 		$269K Sell
2,313
-212
-8% -$22.2K 0.19% 118
2023
Q4 		$256K Buy
2,525
+382
+18% +$40.1K 0.19% 117
2023
Q3 		$227K Sell
2,143
-65
-3% -$7.13K 0.21% 111
2023
Q2 		$233K Buy
2,208
+362
+20% +$39.5K 0.2% 113
2023
Q1 		$215K Sell
1,846
-137
-7% -$15.2K 0.22% 102
2022
Q4 		$218K Buy
1,983
+41
+2% +$4.39K 0.25% 102
2022
Q3 		$206K Buy
+1,942
New +$177K 0.25% 98

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

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

BlackDiamond Wealth Management increased its ExxonMobil (XOM) stake by 5.7% in Q1 2026, buying an estimated $63.6K and bringing the position to 8,061 shares worth $1.37M. The position accounts for 0.66% of the portfolio, ranked #43.

BlackDiamond Wealth Management first reported a position in XOM in Q3 2022 and has held it in 15 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • BlackDiamond Wealth Management held 8,061 shares of ExxonMobil worth $1.37M as of Q1 2026.
  • BlackDiamond Wealth Management bought 436 ExxonMobil shares in Q1 2026, an estimated $63.6K.
  • ExxonMobil made up 0.66% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #43 holding.
  • BlackDiamond Wealth Management first reported a position in ExxonMobil in Q3 2022 and has held it in 15 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.