Coppell Advisory Solutions’s ExxonMobil XOM Stock Holding History

Coppell Advisory Solutions’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	–	Sell	-13,074	Closed	-$1.58M	–	383
2025 Q4	$1.58M	Buy	13,074 +71	+0.5%	+$8.23K	0.16%	134
2025 Q3	$1.49M	Buy	13,003 +256	+2%	+$28.5K	0.16%	141
2025 Q2	$1.39M	Buy	12,747 +457	+4%	+$48.9K	0.17%	133
2025 Q1	$1.33M	Sell	12,290 -1,171	-9%	-$130K	0.18%	124
2024 Q4	$1.43M	Sell	13,461 -864	-6%	-$101K	0.2%	105
2024 Q3	$1.66M	Sell	14,325 -2,400	-14%	-$277K	0.24%	87
2024 Q2	$1.93M	Buy	+16,725	New	+$1.95M	0.32%	70
2023 Q4	$1.86M	Buy	18,572 +14,576	+365%	+$1.53M	0.37%	64
2023 Q3	$441K	Sell	3,996 -2,498	-38%	-$274K	0.15%	116
2023 Q2	$693K	Buy	6,494 +912	+16%	+$99.5K	0.2%	106
2023 Q1	$611K	Buy	5,582 +1,586	+40%	+$175K	0.2%	114
2022 Q4	$441K	Buy	+3,996	New	+$428K	0.15%	119

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

Coppell Advisory Solutions's XOM Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 13,074 shares — an estimated $1.58M sold.

Coppell Advisory Solutions first reported a position in XOM in Q4 2022 and held it in 12 quarters. The position peaked at $1.93M in Q2 2024. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Coppell Advisory Solutions reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 13,074 ExxonMobil shares in Q1 2026, an estimated $1.58M.
Coppell Advisory Solutions first reported a position in ExxonMobil in Q4 2022 and held it in 12 quarters.
Coppell Advisory Solutions's ExxonMobil position peaked at $1.93M in Q2 2024.
4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.