CFWMA
XOM icon

Center for Wealth Management Advisory’s ExxonMobil XOM Stock Holding History

Center for Wealth Management Advisory’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 		$2.18M Sell
12,852
-158
-1% -$23.1K 1.57% 13
2025
Q4 		$1.57M Buy
+13,010
New +$1.51M 1.15% 30

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Center for Wealth Management Advisory's XOM Position: Q1 2026 in Review

Center for Wealth Management Advisory reduced its ExxonMobil (XOM) stake by 1.2% in Q1 2026, selling an estimated $23.1K and leaving 12,852 shares worth $2.18M. The position accounts for 1.57% of the portfolio, ranked #13.

Center for Wealth Management Advisory first reported a position in XOM in Q4 2025 and has held it in 2 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Center for Wealth Management Advisory held 12,852 shares of ExxonMobil worth $2.18M as of Q1 2026.
  • Center for Wealth Management Advisory sold 158 ExxonMobil shares in Q1 2026, an estimated $23.1K.
  • ExxonMobil made up 1.57% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #13 holding.
  • Center for Wealth Management Advisory first reported a position in ExxonMobil in Q4 2025 and has held it in 2 quarters since.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.