Blue Rock Wealth Management’s ExxonMobil XOM Stock Holding History

Blue Rock 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	$558K	Sell	3,286 -232	-7%	-$33.9K	0.35%	48
2025 Q4	$423K	Hold	3,518	–	–	0.26%	58
2025 Q3	$397K	Hold	3,518	–	–	0.25%	65
2025 Q2	$379K	Hold	3,518	–	–	0.26%	59
2025 Q1	$418K	Hold	3,518	–	–	0.35%	53
2024 Q4	$378K	Buy	+3,518	New	+$412K	0.4%	39

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

Blue Rock Wealth Management's XOM Position: Q1 2026 in Review

Blue Rock Wealth Management reduced its ExxonMobil (XOM) stake by 6.6% in Q1 2026, selling an estimated $33.9K and leaving 3,286 shares worth $558K. The position accounts for 0.35% of the portfolio, ranked #48.

Blue Rock Wealth Management first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Blue Rock Wealth Management held 3,286 shares of ExxonMobil worth $558K as of Q1 2026.
Blue Rock Wealth Management sold 232 ExxonMobil shares in Q1 2026, an estimated $33.9K.
ExxonMobil made up 0.35% of Blue Rock Wealth Management's portfolio in Q1 2026, its #48 holding.
Blue Rock Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.