CarsonAllaria Wealth Management’s ExxonMobil XOM Stock Holding History

CarsonAllaria 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	-2,631	Closed	-$317K	–	72
2025 Q4	$317K	Sell	2,631 -123	-4%	-$14.3K	0.16%	49
2025 Q3	$310K	Buy	2,754 +218	+9%	+$24.2K	0.16%	48
2025 Q2	$273K	Buy	2,536 +3	+0.1%	+$321	0.15%	51
2025 Q1	$301K	Buy	2,533 +34	+1%	+$3.76K	0.17%	46
2024 Q4	$269K	Sell	2,499 -350	-12%	-$40.9K	0.15%	53
2024 Q3	$334K	Sell	2,849 -234	-8%	-$27K	0.19%	45
2024 Q2	$355K	Sell	3,083 -424	-12%	-$49.4K	0.22%	42
2024 Q1	$408K	Sell	3,507 -365	-9%	-$38.2K	0.26%	41
2023 Q4	$387K	Sell	3,872 -20	-0.5%	-$2.1K	0.28%	40
2023 Q3	$458K	Sell	3,892 -26	-0.7%	-$2.85K	0.37%	32
2023 Q2	$420K	Sell	3,918 -119	-3%	-$13K	0.33%	36
2023 Q1	$443K	Sell	4,037 -58	-1%	-$6.42K	0.37%	37
2022 Q4	$452K	Buy	4,095 +67	+2%	+$7.18K	0.4%	36
2022 Q3	$352K	Buy	4,028 +97	+2%	+$8.86K	0.33%	36
2022 Q2	$337K	Sell	3,931 -165	-4%	-$14.9K	0.31%	39
2022 Q1	$338K	Sell	4,096 -117	-3%	-$9.1K	0.3%	42
2021 Q4	$258K	Buy	+4,213	New	+$263K	0.23%	53

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

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

CarsonAllaria Wealth Management sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 2,631 shares — an estimated $317K sold.

CarsonAllaria Wealth Management first reported a position in XOM in Q4 2021 and held it in 17 quarters. The position peaked at $458K in Q3 2023. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

CarsonAllaria Wealth Management reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
CarsonAllaria Wealth Management sold 2,631 ExxonMobil shares in Q1 2026, an estimated $317K.
CarsonAllaria Wealth Management first reported a position in ExxonMobil in Q4 2021 and held it in 17 quarters.
CarsonAllaria Wealth Management's ExxonMobil position peaked at $458K in Q3 2023.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.