Consultiva Wealth Management’s ExxonMobil XOM Stock Holding History

Consultiva Wealth Management’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	$33.9K	Hold	200	–	–	0.1%	115
2025 Q4	$24.1K	Hold	200	–	–	0.07%	143
2025 Q3	$22.6K	Hold	200	–	–	0.06%	149
2025 Q2	$21.6K	Hold	200	–	–	0.07%	153
2025 Q1	$23.8K	Hold	200	–	–	0.08%	141
2024 Q4	$21.5K	Buy	+200	New	+$23.4K	0.11%	95

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

Consultiva Wealth Management's XOM Position: Q1 2026 in Review

Consultiva Wealth Management held its ExxonMobil (XOM) position steady in Q1 2026 at 200 shares worth $33.9K. The position accounts for 0.1% of the portfolio, ranked #115.

Consultiva Wealth Management first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Consultiva Wealth Management held 200 shares of ExxonMobil worth $33.9K as of Q1 2026.
Consultiva Wealth Management left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.1% of Consultiva Wealth Management's portfolio in Q1 2026, its #115 holding.
Consultiva Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.