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Cornerstone Wealth Group’s ExxonMobil XOM Stock Holding History

Cornerstone Wealth 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 		$14.3M Sell
96,572
-7,510
-7% -$1.1M 0.92% 23
2025
Q4 		$12.5M Buy
104,082
+2,391
+2% +$277K 0.86% 29
2025
Q3 		$11.5M Buy
101,691
+2,145
+2% +$238K 0.77% 30
2025
Q2 		$10.7M Buy
99,546
+2,998
+3% +$320K 0.8% 28
2025
Q1 		$11.5M Buy
96,548
+12,003
+14% +$1.33M 0.95% 25
2024
Q4 		$9.09M Buy
84,545
+2,045
+2% +$239K 0.74% 33
2024
Q3 		$9.67M Buy
82,500
+791
+1% +$91.3K 0.8% 30
2024
Q2 		$9.41M Buy
81,709
+831
+1% +$96.8K 0.84% 28
2024
Q1 		$9.4M Buy
80,878
+2,828
+4% +$296K 0.86% 28
2023
Q4 		$7.8M Buy
78,050
+28,509
+58% +$3M 1.12% 20
2023
Q3 		$5.83M Sell
49,541
-473
-0.9% -$51.9K 1.03% 21
2023
Q2 		$5.36M Buy
50,014
+277
+0.6% +$30.2K 0.97% 31
2023
Q1 		$5.45M Sell
49,737
-344
-0.7% -$38K 0.97% 28
2022
Q4 		$5.52M Buy
50,081
+866
+2% +$92.8K 1.04% 28
2022
Q3 		$4.3M Sell
49,215
-3,438
-7% -$314K 0.95% 40
2022
Q2 		$4.51M Buy
52,653
+405
+0.8% +$36.5K 0.94% 38
2022
Q1 		$4.32M Buy
52,248
+4,117
+9% +$320K 0.79% 38
2021
Q4 		$2.94M Buy
48,131
+443
+0.9% +$27.7K 0.5% 71
2021
Q3 		$2.81M Buy
47,688
+426
+0.9% +$24.3K 0.5% 72
2021
Q2 		$2.62M Buy
47,262
+1,544
+3% +$92.2K 0.53% 67
2021
Q1 		$2.56M Sell
45,718
-9,095
-17% -$477K 0.52% 79
2020
Q4 		$2.26M Buy
54,813
+45,775
+506% +$1.72M 0.56% 67
2020
Q3 		$310K Sell
9,038
-5,057
-36% -$207K 0.08% 108
2020
Q2 		$630K Sell
14,095
-1,203
-8% -$54K 0.16% 82
2020
Q1 		$581K Buy
15,298
+859
+6% +$47.4K 0.2% 75
2019
Q4 		$1.01M Sell
14,439
-639
-4% -$44.2K 0.27% 92
2019
Q3 		$1.06M Sell
15,078
-26,806
-64% -$1.94M 0.27% 86
2019
Q2 		$3.21M Sell
41,884
-15,137
-27% -$1.17M 0.87% 26
2019
Q1 		$4.61M Buy
+57,021
New +$4.35M 1.16% 21

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

Cornerstone Wealth Group's XOM Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its ExxonMobil (XOM) stake by 7.2% in Q1 2026, selling an estimated $1.1M and leaving 96,572 shares worth $14.3M. The position accounts for 0.92% of the portfolio, ranked #23.

Cornerstone Wealth Group first reported a position in XOM in Q1 2019 and has held it in 29 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Cornerstone Wealth Group held 96,572 shares of ExxonMobil worth $14.3M as of Q1 2026.
  • Cornerstone Wealth Group sold 7,510 ExxonMobil shares in Q1 2026, an estimated $1.1M.
  • ExxonMobil made up 0.92% of Cornerstone Wealth Group's portfolio in Q1 2026, its #23 holding.
  • Cornerstone Wealth Group first reported a position in ExxonMobil in Q1 2019 and has held it in 29 quarters since.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.