Consilium Wealth Advisory’s ExxonMobil XOM Stock Holding History

Consilium Wealth Advisory’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	$223K	Buy	+1,315	New	+$192K	0.08%	97
2025 Q3	–	Sell	-5,403	Closed	-$582K	–	101
2025 Q2	$582K	Buy	5,403 +70	+1%	+$7.48K	0.25%	62
2025 Q1	$634K	Buy	5,333 +1	+0%	+$111	0.32%	51
2024 Q4	$574K	Sell	5,332 -3,116	-37%	-$364K	0.27%	55
2024 Q3	$990K	Buy	+8,448	New	+$975K	0.54%	38

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

Consilium Wealth Advisory's XOM Position: Q1 2026 in Review

Consilium Wealth Advisory opened a new position in ExxonMobil (XOM) in Q1 2026: 1,315 shares worth $223K. The stake represents 0.08% of the portfolio and ranks #97 among its holdings. This is a return to the name: Consilium Wealth Advisory previously reported a position in XOM as recently as Q2 2025.

Consilium Wealth Advisory first reported a position in XOM in Q3 2024 and has held it in 5 quarters since. The position peaked at $990K in Q3 2024. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Consilium Wealth Advisory held 1,315 shares of ExxonMobil worth $223K as of Q1 2026.
ExxonMobil was a new Consilium Wealth Advisory position in Q1 2026.
ExxonMobil made up 0.08% of Consilium Wealth Advisory's portfolio in Q1 2026, its #97 holding.
Consilium Wealth Advisory first reported a position in ExxonMobil in Q3 2024 and has held it in 5 quarters since.
Consilium Wealth Advisory's ExxonMobil position peaked at $990K in Q3 2024.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.