Concurrent Investment Advisors’s ExxonMobil XOM Stock Holding History

Concurrent Investment Advisors’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	$48.1M	Buy	283,419 +7,776	+3%	+$1.13M	0.52%	28
2025 Q4	$33.2M	Buy	275,643 +47,825	+21%	+$5.55M	0.38%	51
2025 Q3	$25.7M	Buy	227,818 +3,503	+2%	+$389K	0.44%	47
2025 Q2	$24.2M	Buy	224,315 +21,201	+10%	+$2.27M	0.47%	41
2025 Q1	$24.2M	Buy	203,114 +33,170	+20%	+$3.67M	0.59%	29
2024 Q4	$18.3M	Buy	169,944 +4,897	+3%	+$573K	0.49%	40
2024 Q3	$19.3M	Buy	165,047 +6,911	+4%	+$798K	0.57%	32
2024 Q2	$18.2M	Buy	158,136 +46,348	+41%	+$5.4M	0.6%	32
2024 Q1	$13M	Sell	111,788 -3,660	-3%	-$383K	0.52%	43
2023 Q4	$11.5M	Buy	+115,448	New	+$12.1M	0.55%	42

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

Concurrent Investment Advisors's XOM Position: Q1 2026 in Review

Concurrent Investment Advisors increased its ExxonMobil (XOM) stake by 2.8% in Q1 2026, buying an estimated $1.13M and bringing the position to 283,419 shares worth $48.1M. The position accounts for 0.52% of the portfolio, ranked #28.

Concurrent Investment Advisors first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Concurrent Investment Advisors held 283,419 shares of ExxonMobil worth $48.1M as of Q1 2026.
Concurrent Investment Advisors bought 7,776 ExxonMobil shares in Q1 2026, an estimated $1.13M.
ExxonMobil made up 0.52% of Concurrent Investment Advisors's portfolio in Q1 2026, its #28 holding.
Concurrent Investment Advisors first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.