Catalyst Financial Partners’s ExxonMobil XOM Stock Holding History

Catalyst Financial Partners’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	$6.66M	Buy	39,284 +5,668	+17%	+$827K	0.79%	22
2025 Q4	$4.05M	Buy	33,616 +4,139	+14%	+$480K	0.45%	28
2025 Q3	$3.32M	Buy	29,477 +333	+1%	+$37K	0.4%	32
2025 Q2	$3.14M	Sell	29,144 -1,123	-4%	-$120K	0.34%	32
2025 Q1	$3.6M	Buy	30,267 +1,061	+4%	+$117K	0.66%	26
2024 Q4	$3.14M	Buy	29,206 +1,259	+5%	+$147K	0.59%	27
2024 Q3	$3.28M	Buy	27,947 +726	+3%	+$83.8K	0.64%	25
2024 Q2	$3.13M	Buy	27,221 +3,207	+13%	+$374K	0.69%	24
2024 Q1	$2.85M	Buy	24,014 +1,316	+6%	+$138K	0.73%	23
2023 Q4	$2.27M	Sell	22,698 -38	-0.2%	-$3.99K	0.64%	26
2023 Q3	$2.67M	Buy	22,736 +1,886	+9%	+$207K	0.86%	22
2023 Q2	$2.24M	Buy	20,850 +695	+3%	+$75.8K	0.8%	22
2023 Q1	$2.21M	Buy	20,155 +1,008	+5%	+$111K	0.95%	20
2022 Q4	$2.11M	Buy	+19,147	New	+$2.05M	1.09%	17

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

Catalyst Financial Partners's XOM Position: Q1 2026 in Review

Catalyst Financial Partners increased its ExxonMobil (XOM) stake by 17% in Q1 2026, buying an estimated $827K and bringing the position to 39,284 shares worth $6.66M. The position accounts for 0.79% of the portfolio, ranked #22.

Catalyst Financial Partners first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Catalyst Financial Partners held 39,284 shares of ExxonMobil worth $6.66M as of Q1 2026.
Catalyst Financial Partners bought 5,668 ExxonMobil shares in Q1 2026, an estimated $827K.
ExxonMobil made up 0.79% of Catalyst Financial Partners's portfolio in Q1 2026, its #22 holding.
Catalyst Financial Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.