Cogent Private Wealth’s ExxonMobil XOM Stock Holding History

Cogent Private 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	$1.16M	Buy	6,848 +3,539	+107%	+$516K	0.84%	31
2025 Q4	$398K	Buy	+3,309	New	+$384K	0.3%	68

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

Cogent Private Wealth's XOM Position: Q1 2026 in Review

Cogent Private Wealth increased its ExxonMobil (XOM) stake by 107% in Q1 2026, buying an estimated $516K and bringing the position to 6,848 shares worth $1.16M. The position accounts for 0.84% of the portfolio, ranked #31.

Cogent Private Wealth first reported a position in XOM in Q4 2025 and has held it in 2 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Cogent Private Wealth held 6,848 shares of ExxonMobil worth $1.16M as of Q1 2026.
Cogent Private Wealth bought 3,539 ExxonMobil shares in Q1 2026, an estimated $516K.
ExxonMobil made up 0.84% of Cogent Private Wealth's portfolio in Q1 2026, its #31 holding.
Cogent Private Wealth first reported a position in ExxonMobil in Q4 2025 and has held it in 2 quarters since.
4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Cogent Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.