Correct Capital Wealth Management’s ExxonMobil XOM Stock Holding History

Correct Capital 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	$3.93M	Sell	23,144 -608	-3%	-$88.7K	0.73%	20
2025 Q4	$2.86M	Buy	23,752 +1,302	+6%	+$151K	0.54%	27
2025 Q3	$2.53M	Buy	22,450 +492	+2%	+$54.7K	0.42%	33
2025 Q2	$2.37M	Buy	21,958 +1,305	+6%	+$140K	0.35%	29
2025 Q1	$2.46M	Sell	20,653 -137	-0.7%	-$15.2K	0.4%	23
2024 Q4	$2.24M	Sell	20,790 -3,848	-16%	-$450K	0.45%	22
2024 Q3	$2.89M	Buy	24,638 +6,577	+36%	+$759K	0.64%	18
2024 Q2	$2.08M	Buy	18,061 +1,903	+12%	+$222K	0.49%	23
2024 Q1	$1.88M	Buy	16,158 +5,236	+48%	+$548K	0.43%	29
2023 Q4	$1.09M	Buy	+10,922	New	+$1.15M	0.28%	38

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

Correct Capital Wealth Management's XOM Position: Q1 2026 in Review

Correct Capital Wealth Management reduced its ExxonMobil (XOM) stake by 2.6% in Q1 2026, selling an estimated $88.7K and leaving 23,144 shares worth $3.93M. The position accounts for 0.73% of the portfolio, ranked #20.

Correct Capital Wealth Management first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Correct Capital Wealth Management held 23,144 shares of ExxonMobil worth $3.93M as of Q1 2026.
Correct Capital Wealth Management sold 608 ExxonMobil shares in Q1 2026, an estimated $88.7K.
ExxonMobil made up 0.73% of Correct Capital Wealth Management's portfolio in Q1 2026, its #20 holding.
Correct Capital Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.