Copley Financial Group’s ExxonMobil XOM Stock Holding History

Copley Financial Group’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	$822K	Buy	4,846 +1,279	+36%	+$187K	0.5%	27
2025 Q4	$429K	Sell	3,567 -157	-4%	-$18.2K	0.27%	61
2025 Q3	$420K	Sell	3,724 -14	-0.4%	-$1.56K	0.29%	64
2025 Q2	$403K	Sell	3,738 -287	-7%	-$30.7K	0.3%	69
2025 Q1	$479K	Sell	4,025 -1	-0%	-$111	0.37%	61
2024 Q4	$433K	Buy	4,026 +89	+2%	+$10.4K	0.33%	71
2024 Q3	$461K	Buy	+3,937	New	+$455K	0.42%	67

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

Copley Financial Group's XOM Position: Q1 2026 in Review

Copley Financial Group increased its ExxonMobil (XOM) stake by 36% in Q1 2026, buying an estimated $187K and bringing the position to 4,846 shares worth $822K. The position accounts for 0.5% of the portfolio, ranked #27.

Copley Financial Group first reported a position in XOM in Q3 2024 and has held it in 7 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Copley Financial Group held 4,846 shares of ExxonMobil worth $822K as of Q1 2026.
Copley Financial Group bought 1,279 ExxonMobil shares in Q1 2026, an estimated $187K.
ExxonMobil made up 0.5% of Copley Financial Group's portfolio in Q1 2026, its #27 holding.
Copley Financial Group first reported a position in ExxonMobil in Q3 2024 and has held it in 7 quarters since.
4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.