Blueprint Financial Advisors’s ExxonMobil XOM Stock Holding History

Blueprint Financial Advisors’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	$2.42M	Buy	14,280 +3,722	+35%	+$543K	0.36%	52
2025 Q4	$1.27M	Sell	10,558 -702	-6%	-$81.4K	0.19%	65
2025 Q3	$1.27M	Buy	+11,260	New	+$1.25M	0.27%	64

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

Blueprint Financial Advisors's XOM Position: Q1 2026 in Review

Blueprint Financial Advisors increased its ExxonMobil (XOM) stake by 35% in Q1 2026, buying an estimated $543K and bringing the position to 14,280 shares worth $2.42M. The position accounts for 0.36% of the portfolio, ranked #52.

Blueprint Financial Advisors first reported a position in XOM in Q3 2025 and has held it in 3 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Blueprint Financial Advisors held 14,280 shares of ExxonMobil worth $2.42M as of Q1 2026.
Blueprint Financial Advisors bought 3,722 ExxonMobil shares in Q1 2026, an estimated $543K.
ExxonMobil made up 0.36% of Blueprint Financial Advisors's portfolio in Q1 2026, its #52 holding.
Blueprint Financial Advisors first reported a position in ExxonMobil in Q3 2025 and has held it in 3 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.