Collaborative Wealth Management’s ExxonMobil XOM Stock Holding History

Collaborative 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	$476K	Sell	2,807 -2,511	-47%	-$366K	0.22%	73
2025 Q4	$640K	Buy	5,318 +2,001	+60%	+$232K	0.23%	90
2025 Q3	$374K	Buy	3,317 +25	+0.8%	+$2.78K	0.15%	128
2025 Q2	$355K	Buy	3,292 +17	+0.5%	+$1.82K	0.15%	123
2025 Q1	$389K	Buy	3,275 +1	+0%	+$111	0.18%	109
2024 Q4	$352K	Sell	3,274 -796	-20%	-$93.1K	0.16%	118
2024 Q3	$477K	Buy	4,070 +40	+1%	+$4.62K	0.22%	98
2024 Q2	$464K	Buy	4,030 +11	+0.3%	+$1.28K	0.23%	97
2024 Q1	$467K	Hold	4,019	–	–	0.23%	94
2023 Q4	$402K	Sell	4,019 -150	-4%	-$15.8K	0.22%	96
2023 Q3	$490K	Buy	4,169 +3	+0.1%	+$329	0.29%	83
2023 Q2	$447K	Sell	4,166 -11	-0.3%	-$1.2K	0.27%	88
2023 Q1	$458K	Sell	4,177 -7	-0.2%	-$774	0.29%	89
2022 Q4	$461K	Sell	4,184 -240	-5%	-$25.7K	0.3%	89
2022 Q3	$386K	Hold	4,424	–	–	0.27%	95
2022 Q2	$379K	Buy	+4,424	New	+$399K	0.25%	116
2021 Q4	$268K	Buy	+4,381	New	+$274K	0.15%	172
2021 Q1	$365K	Buy	+4,420	New	+$232K	0.21%	138

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

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

Collaborative Wealth Management reduced its ExxonMobil (XOM) stake by 47% in Q1 2026, selling an estimated $366K and leaving 2,807 shares worth $476K. The position accounts for 0.22% of the portfolio, ranked #73.

Collaborative Wealth Management first reported a position in XOM in Q1 2021 and has held it in 18 quarters since. The position peaked at $640K in Q4 2025. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Collaborative Wealth Management held 2,807 shares of ExxonMobil worth $476K as of Q1 2026.
Collaborative Wealth Management sold 2,511 ExxonMobil shares in Q1 2026, an estimated $366K.
ExxonMobil made up 0.22% of Collaborative Wealth Management's portfolio in Q1 2026, its #73 holding.
Collaborative Wealth Management first reported a position in ExxonMobil in Q1 2021 and has held it in 18 quarters since.
Collaborative Wealth Management's ExxonMobil position peaked at $640K in Q4 2025.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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