CCG Wealth Management’s ExxonMobil XOM Stock Holding History

CCG 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	$687K	Buy	4,047 +1,534	+61%	+$224K	0.19%	70
2025 Q4	$302K	Buy	2,513 +23	+0.9%	+$2.67K	0.13%	77
2025 Q3	$281K	Sell	2,490 -869	-26%	-$96.6K	0.13%	73
2025 Q2	$362K	Buy	3,359 +1,338	+66%	+$143K	0.19%	55
2025 Q1	$240K	Buy	+2,021	New	+$224K	0.14%	69
2019 Q4	–	Sell	-3,010	Closed	-$213K	–	105
2019 Q3	$213K	Sell	3,010 -1,374	-31%	-$99.4K	0.15%	75
2019 Q2	$336K	Hold	4,384	–	–	0.24%	49
2019 Q1	$354K	Buy	+4,384	New	+$334K	0.28%	46

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

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

CCG Wealth Management increased its ExxonMobil (XOM) stake by 61% in Q1 2026, buying an estimated $224K and bringing the position to 4,047 shares worth $687K. The position accounts for 0.19% of the portfolio, ranked #70.

CCG Wealth Management first reported a position in XOM in Q1 2019 and has held it in 8 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

CCG Wealth Management held 4,047 shares of ExxonMobil worth $687K as of Q1 2026.
CCG Wealth Management bought 1,534 ExxonMobil shares in Q1 2026, an estimated $224K.
ExxonMobil made up 0.19% of CCG Wealth Management's portfolio in Q1 2026, its #70 holding.
CCG Wealth Management first reported a position in ExxonMobil in Q1 2019 and has held it in 8 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.