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Challenger Wealth Management’s ExxonMobil XOM Stock Holding History

Challenger 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 		$4.78M Sell
28,202
-570
-2% -$83.2K 3.82% 5
2025
Q4 		$3.46M Sell
28,772
-1,687
-6% -$196K 2.64% 11
2025
Q3 		$3.43M Sell
30,459
-1,044
-3% -$116K 2.69% 11
2025
Q2 		$3.4M Buy
31,503
+2,837
+10% +$303K 2.36% 11
2025
Q1 		$3.41M Buy
28,666
+3,773
+15% +$417K 2.7% 10
2024
Q4 		$2.68M Buy
+24,893
New +$2.91M 2.31% 11

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

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

Challenger Wealth Management reduced its ExxonMobil (XOM) stake by 2% in Q1 2026, selling an estimated $83.2K and leaving 28,202 shares worth $4.78M. The position accounts for 3.82% of the portfolio, ranked #5.

Challenger Wealth Management first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Challenger Wealth Management held 28,202 shares of ExxonMobil worth $4.78M as of Q1 2026.
  • Challenger Wealth Management sold 570 ExxonMobil shares in Q1 2026, an estimated $83.2K.
  • ExxonMobil made up 3.82% of Challenger Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Challenger Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
  • 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.