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Coastline Complete Wealth’s ExxonMobil XOM Stock Holding History

Coastline Complete Wealth’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 		$382K Sell
2,252
-62
-3% -$9.05K 0.24% 43
2025
Q4 		$278K Buy
+2,314
New +$268K 0.18% 43

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Coastline Complete Wealth's XOM Position: Q1 2026 in Review

Coastline Complete Wealth reduced its ExxonMobil (XOM) stake by 2.7% in Q1 2026, selling an estimated $9.05K and leaving 2,252 shares worth $382K. The position accounts for 0.24% of the portfolio, ranked #43.

Coastline Complete Wealth first reported a position in XOM in Q4 2025 and has held it in 2 quarters since. 4,786 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Coastline Complete Wealth held 2,252 shares of ExxonMobil worth $382K as of Q1 2026.
  • Coastline Complete Wealth sold 62 ExxonMobil shares in Q1 2026, an estimated $9.05K.
  • ExxonMobil made up 0.24% of Coastline Complete Wealth's portfolio in Q1 2026, its #43 holding.
  • Coastline Complete Wealth first reported a position in ExxonMobil in Q4 2025 and has held it in 2 quarters since.
  • 4,786 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.