Bucket List Wealth Management’s ExxonMobil XOM Stock Holding History

Bucket List 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	–	Sell	-4,939	Closed	-$594K	–	74
2025 Q4	$594K	Buy	+4,939	New	+$573K	0.36%	29

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bucket List Wealth Management's XOM Position: Q1 2026 in Review

Bucket List Wealth Management sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 4,939 shares — an estimated $594K sold.

Bucket List Wealth Management first reported a position in XOM in Q4 2025 and held it in 1 quarter. The position peaked at $594K in Q4 2025. 4,786 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Bucket List Wealth Management reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
Bucket List Wealth Management sold 4,939 ExxonMobil shares in Q1 2026, an estimated $594K.
Bucket List Wealth Management first reported a position in ExxonMobil in Q4 2025 and held it in 1 quarter.
Bucket List Wealth Management's ExxonMobil position peaked at $594K in Q4 2025.
4,786 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Bucket List Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.