Cherry Tree Wealth Management’s ExxonMobil XOM Stock Holding History

Cherry Tree 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	$311K	Sell	1,835 -35	-2%	-$5.11K	0.07%	127
2025 Q4	$225K	Buy	1,870 +282	+18%	+$32.7K	0.05%	155
2025 Q3	$179K	Hold	1,588	–	–	0.04%	167
2025 Q2	$171K	Sell	1,588 -97	-6%	-$10.4K	0.04%	168
2025 Q1	$200K	Buy	1,685 +319	+23%	+$35.3K	0.05%	159
2024 Q4	$147K	Hold	1,366	–	–	0.04%	176
2024 Q3	$160K	Hold	1,366	–	–	0.04%	173
2024 Q2	$157K	Buy	1,366 +38	+3%	+$4.43K	0.04%	169
2024 Q1	$154K	Sell	1,328 -9	-0.7%	-$942	0.04%	173
2023 Q4	$134K	Hold	1,337	–	–	0.04%	174
2023 Q3	$157K	Hold	1,337	–	–	0.05%	153
2023 Q2	$143K	Buy	+1,337	New	+$146K	0.04%	161

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

Cherry Tree Wealth Management's XOM Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its ExxonMobil (XOM) stake by 1.9% in Q1 2026, selling an estimated $5.11K and leaving 1,835 shares worth $311K. The position accounts for 0.07% of the portfolio, ranked #127.

Cherry Tree Wealth Management first reported a position in XOM in Q2 2023 and has held it in 12 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Cherry Tree Wealth Management held 1,835 shares of ExxonMobil worth $311K as of Q1 2026.
Cherry Tree Wealth Management sold 35 ExxonMobil shares in Q1 2026, an estimated $5.11K.
ExxonMobil made up 0.07% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #127 holding.
Cherry Tree Wealth Management first reported a position in ExxonMobil in Q2 2023 and has held it in 12 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.