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Convergence Financial’s ExxonMobil XOM Stock Holding History

Convergence Financial’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 		$476K Buy
2,811
+352
+14% +$51.4K 0.05% 147
2025
Q4 		$296K Sell
2,459
-597
-20% -$69.2K 0.04% 159
2025
Q3 		$345K Buy
3,056
+51
+2% +$5.67K 0.05% 149
2025
Q2 		$324K Buy
3,005
+227
+8% +$24.3K 0.06% 149
2025
Q1 		$330K Buy
+2,778
New +$307K 0.06% 130

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

Convergence Financial's XOM Position: Q1 2026 in Review

Convergence Financial increased its ExxonMobil (XOM) stake by 14% in Q1 2026, buying an estimated $51.4K and bringing the position to 2,811 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #147.

Convergence Financial first reported a position in XOM in Q1 2025 and has held it in 5 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Convergence Financial held 2,811 shares of ExxonMobil worth $476K as of Q1 2026.
  • Convergence Financial bought 352 ExxonMobil shares in Q1 2026, an estimated $51.4K.
  • ExxonMobil made up 0.05% of Convergence Financial's portfolio in Q1 2026, its #147 holding.
  • Convergence Financial first reported a position in ExxonMobil in Q1 2025 and has held it in 5 quarters since.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.