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Cresta Advisors’s ExxonMobil XOM Stock Holding History

Cresta Advisors’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
-44
Closed -$5.29K – 164
2025
Q4 		$5.29K Buy
+44
New +$5.1K ﹤0.01% 140

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cresta Advisors's XOM Position: Q1 2026 in Review

Cresta Advisors sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 44 shares — an estimated $5.29K sold.

Cresta Advisors first reported a position in XOM in Q4 2025 and held it in 1 quarter. The position peaked at $5.29K in Q4 2025. 4,787 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Cresta Advisors reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
  • Cresta Advisors sold 44 ExxonMobil shares in Q1 2026, an estimated $5.29K.
  • Cresta Advisors first reported a position in ExxonMobil in Q4 2025 and held it in 1 quarter.
  • Cresta Advisors's ExxonMobil position peaked at $5.29K in Q4 2025.
  • 4,787 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.