CBIZ Investment Advisory Services’s ExxonMobil XOM Stock Holding History

CBIZ Investment 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	$78.8K	Sell	465 -784	-63%	-$114K	﹤0.01%	69
2025 Q4	$150K	Buy	1,249 +233	+23%	+$27K	0.01%	63
2025 Q3	$115K	Buy	1,016 +77	+8%	+$8.56K	﹤0.01%	74
2025 Q2	$101K	Sell	939 -155	-14%	-$16.6K	﹤0.01%	79
2025 Q1	$130K	Buy	1,094 +143	+15%	+$15.8K	0.01%	59
2024 Q4	$102K	Buy	951 +253	+36%	+$29.6K	0.01%	73
2024 Q3	$81.8K	Buy	698 +38	+6%	+$4.39K	﹤0.01%	79
2024 Q2	$76K	Buy	660 +87	+15%	+$10.1K	﹤0.01%	83
2024 Q1	$66.5K	Buy	+573	New	+$60K	﹤0.01%	85
2021 Q3	–	Hold	0	–	–	–	90
2021 Q2	–	Hold	0	–	–	–	65
2021 Q1	–	Hold	0	–	–	–	60
2020 Q4	–	Hold	0	–	–	–	71
2020 Q3	–	Hold	0	–	–	–	77
2020 Q2	–	Hold	0	–	–	–	66
2020 Q1	–	Hold	0	–	–	–	96
2019 Q4	–	Hold	0	–	–	–	88

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

CBIZ Investment Advisory Services's XOM Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its ExxonMobil (XOM) stake by 63% in Q1 2026, selling an estimated $114K and leaving 465 shares worth $78.8K. The position accounts for ﹤0.01% of the portfolio, ranked #69.

CBIZ Investment Advisory Services first reported a position in XOM in Q1 2024 and has held it in 9 quarters since. The position peaked at $150K in Q4 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

CBIZ Investment Advisory Services held 465 shares of ExxonMobil worth $78.8K as of Q1 2026.
CBIZ Investment Advisory Services sold 784 ExxonMobil shares in Q1 2026, an estimated $114K.
ExxonMobil made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #69 holding.
CBIZ Investment Advisory Services first reported a position in ExxonMobil in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's ExxonMobil position peaked at $150K in Q4 2025.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.