Commonwealth Retirement Investments’s ExxonMobil XOM Stock Holding History

Commonwealth Retirement Investments’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	$13.3M	Buy	78,529 +1,476	+2%	+$215K	4.12%	2
2025 Q4	$9.27M	Buy	77,053 +722	+0.9%	+$83.7K	2.99%	6
2025 Q3	$8.61M	Buy	76,331 +1,332	+2%	+$148K	2.93%	6
2025 Q2	$8.08M	Sell	74,999 -5,172	-6%	-$553K	3.07%	5
2025 Q1	$9.53M	Buy	80,171 +4,104	+5%	+$454K	3.88%	5
2024 Q4	$8.18M	Buy	76,067 +1,333	+2%	+$156K	3.37%	6
2024 Q3	$8.76M	Buy	74,734 +1,816	+2%	+$210K	3.67%	6
2024 Q2	$8.39M	Buy	72,918 +786	+1%	+$91.5K	3.84%	5
2024 Q1	$8.38M	Buy	72,132 +4,063	+6%	+$425K	4%	5
2023 Q4	$6.81M	Buy	68,069 +602	+0.9%	+$63.3K	3.61%	5
2023 Q3	$7.93M	Buy	67,467 +2,456	+4%	+$269K	4.58%	3
2023 Q2	$6.97M	Buy	65,011 +501	+0.8%	+$54.7K	3.89%	7
2023 Q1	$7.07M	Buy	64,510 +23,291	+57%	+$2.58M	4.2%	3
2022 Q4	$4.55M	Buy	+41,219	New	+$4.42M	2.76%	16

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

Commonwealth Retirement Investments's XOM Position: Q1 2026 in Review

Commonwealth Retirement Investments increased its ExxonMobil (XOM) stake by 1.9% in Q1 2026, buying an estimated $215K and bringing the position to 78,529 shares worth $13.3M. The position accounts for 4.12% of the portfolio, ranked #2.

Commonwealth Retirement Investments first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Commonwealth Retirement Investments held 78,529 shares of ExxonMobil worth $13.3M as of Q1 2026.
Commonwealth Retirement Investments bought 1,476 ExxonMobil shares in Q1 2026, an estimated $215K.
ExxonMobil made up 4.12% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #2 holding.
Commonwealth Retirement Investments first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.