CWA
XOM icon

Consilio Wealth Advisors’s ExxonMobil XOM Stock Holding History

Consilio Wealth 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 		$1.53M Buy
9,036
+794
+10% +$116K 0.45% 30
2025
Q4 		$992K Buy
8,242
+1,086
+15% +$126K 0.29% 35
2025
Q3 		$807K Buy
7,156
+147
+2% +$16.3K 0.27% 35
2025
Q2 		$767K Sell
7,009
-156
-2% -$16.7K 0.27% 34
2025
Q1 		$851K Buy
7,165
+8
+0.1% +$885 0.36% 29
2024
Q4 		$770K Sell
7,157
-125
-2% -$14.6K 0.31% 32
2024
Q3 		$854K Buy
7,282
+731
+11% +$84.4K 0.35% 30
2024
Q2 		$754K Buy
6,551
+459
+8% +$53.5K 0.34% 29
2024
Q1 		$708K Buy
6,092
+3,453
+131% +$361K 0.33% 29
2023
Q4 		$264K Buy
2,639
+201
+8% +$21.1K 0.13% 46
2023
Q3 		$282K Buy
2,438
+159
+7% +$17.4K 0.16% 39
2023
Q2 		$244K Sell
2,279
-189
-8% -$20.6K 0.13% 43
2023
Q1 		$271K Buy
2,468
+241
+11% +$26.7K 0.15% 43
2022
Q4 		$246K Buy
+2,227
New +$239K 0.16% 41

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

Consilio Wealth Advisors's XOM Position: Q1 2026 in Review

Consilio Wealth Advisors increased its ExxonMobil (XOM) stake by 9.6% in Q1 2026, buying an estimated $116K and bringing the position to 9,036 shares worth $1.53M. The position accounts for 0.45% of the portfolio, ranked #30.

Consilio Wealth Advisors 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.

  • Consilio Wealth Advisors held 9,036 shares of ExxonMobil worth $1.53M as of Q1 2026.
  • Consilio Wealth Advisors bought 794 ExxonMobil shares in Q1 2026, an estimated $116K.
  • ExxonMobil made up 0.45% of Consilio Wealth Advisors's portfolio in Q1 2026, its #30 holding.
  • Consilio Wealth Advisors 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 Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.