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Circle Wealth Management’s ExxonMobil XOM Stock Holding History

Circle 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 		$347K Sell
2,048
-234
-10% -$34.1K 0.01% 226
2025
Q4 		$275K Buy
2,282
+506
+28% +$58.7K ﹤0.01% 217
2025
Q3 		$200K Buy
+1,776
New +$197K ﹤0.01% 222
2024
Q3 		– Sell
-2,282
Closed -$263K – 228
2024
Q2 		$263K Sell
2,282
-1,994
-47% -$232K 0.01% 203
2024
Q1 		$497K Sell
4,276
-15
-0.3% -$1.57K 0.01% 146
2023
Q4 		$429K Buy
4,291
+28
+0.7% +$2.94K 0.01% 148
2023
Q3 		$501K Buy
4,263
+1,035
+32% +$114K 0.01% 132
2023
Q2 		$346K Sell
3,228
-56
-2% -$6.11K 0.05% 126
2023
Q1 		$360K Sell
3,284
-12
-0.4% -$1.33K 0.05% 123
2022
Q4 		$364K Buy
3,296
+384
+13% +$41.1K 0.06% 123
2022
Q3 		$254K Sell
2,912
-433
-13% -$39.5K 0.04% 146
2022
Q2 		$286K Buy
3,345
+239
+8% +$21.6K 0.05% 138
2022
Q1 		$257K Buy
+3,106
New +$241K 0.03% 167
2020
Q3 		– Sell
-4,577
Closed -$205K – 214
2020
Q2 		$205K Buy
+4,577
New +$205K 0.04% 194
2020
Q1 		– Sell
-3,368
Closed -$235K – 218
2019
Q4 		$235K Sell
3,368
-3,490
-51% -$241K 0.04% 164
2019
Q3 		$484K Buy
6,858
+1,084
+19% +$78.4K 0.1% 100
2019
Q2 		$442K Sell
5,774
-1,767
-23% -$137K 0.1% 97
2019
Q1 		$609K Hold
7,541
– – 0.14% 90
2018
Q4 		$514K Sell
7,541
-2,974
-28% -$233K 0.19% 44
2018
Q3 		$894K Buy
10,515
+38
+0.4% +$3.11K 0.28% 34
2018
Q2 		$867K Buy
10,477
+37
+0.4% +$2.95K 0.29% 38
2018
Q1 		$779K Buy
10,440
+38
+0.4% +$3.04K 0.28% 37
2017
Q4 		$870K Sell
10,402
-1,199
-10% -$99.2K 0.33% 32
2017
Q3 		$951K Buy
11,601
+69
+0.6% +$5.48K 0.39% 25
2017
Q2 		$931K Buy
11,532
+202
+2% +$16.5K 0.41% 25
2017
Q1 		$930K Buy
11,330
+3,033
+37% +$253K 0.45% 25
2016
Q4 		$749K Buy
+8,297
New +$725K 0.4% 26

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

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

Circle Wealth Management reduced its ExxonMobil (XOM) stake by 10% in Q1 2026, selling an estimated $34.1K and leaving 2,048 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #226.

Circle Wealth Management first reported a position in XOM in Q4 2016 and has held it in 27 quarters since. The position peaked at $951K in Q3 2017. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Circle Wealth Management held 2,048 shares of ExxonMobil worth $347K as of Q1 2026.
  • Circle Wealth Management sold 234 ExxonMobil shares in Q1 2026, an estimated $34.1K.
  • ExxonMobil made up 0.01% of Circle Wealth Management's portfolio in Q1 2026, its #226 holding.
  • Circle Wealth Management first reported a position in ExxonMobil in Q4 2016 and has held it in 27 quarters since.
  • Circle Wealth Management's ExxonMobil position peaked at $951K in Q3 2017.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.