Breakthru Advisory Services’s ExxonMobil XOM Stock Holding History

Breakthru Advisory Services’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	$543K	Sell	3,203 -113	-3%	-$16.5K	0.87%	27
2025 Q4	$399K	Buy	3,316 +71	+2%	+$8.23K	0.26%	39
2025 Q3	$366K	Buy	+3,245	New	+$361K	0.24%	41
2025 Q1	–	Sell	-3,048	Closed	-$328K	–	55
2024 Q4	$328K	Buy	+3,048	New	+$357K	0.3%	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

Breakthru Advisory Services's XOM Position: Q1 2026 in Review

Breakthru Advisory Services reduced its ExxonMobil (XOM) stake by 3.4% in Q1 2026, selling an estimated $16.5K and leaving 3,203 shares worth $543K. The position accounts for 0.87% of the portfolio, ranked #27.

Breakthru Advisory Services first reported a position in XOM in Q4 2024 and has held it in 4 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Breakthru Advisory Services held 3,203 shares of ExxonMobil worth $543K as of Q1 2026.
Breakthru Advisory Services sold 113 ExxonMobil shares in Q1 2026, an estimated $16.5K.
ExxonMobil made up 0.87% of Breakthru Advisory Services's portfolio in Q1 2026, its #27 holding.
Breakthru Advisory Services first reported a position in ExxonMobil in Q4 2024 and has held it in 4 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.