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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
2024
Q4 		– Sell
-600
Closed -$70.3K – 1220
2024
Q3 		$70.3K Buy
+600
New +$69.3K ﹤0.01% 1012
2024
Q2 		– Sell
-100
Closed -$11.6K – 1086
2024
Q1 		$11.6K Buy
+100
New +$10.5K ﹤0.01% 908

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
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.