Curio Wealth’s ExxonMobil XOM Stock Holding History

Curio Wealth’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	$39.4K	Buy	232 +29	+14%	+$4.23K	0.01%	147
2025 Q4	$24.2K	Buy	203 +184	+968%	+$21.3K	0.01%	184
2025 Q3	$2.14K	Sell	19 -742	-98%	-$82.5K	﹤0.01%	240
2025 Q2	$82K	Buy	761 +757	+18,925%	+$80.9K	0.04%	105
2025 Q1	$89.5K	Sell	4 -644	-99%	-$71.2K	0.05%	104
2024 Q4	$69.7K	Buy	+648	New	+$75.8K	0.04%	111

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

Curio Wealth's XOM Position: Q1 2026 in Review

Curio Wealth increased its ExxonMobil (XOM) stake by 14% in Q1 2026, buying an estimated $4.23K and bringing the position to 232 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #147.

Curio Wealth first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $89.5K in Q1 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Curio Wealth held 232 shares of ExxonMobil worth $39.4K as of Q1 2026.
Curio Wealth bought 29 ExxonMobil shares in Q1 2026, an estimated $4.23K.
ExxonMobil made up 0.01% of Curio Wealth's portfolio in Q1 2026, its #147 holding.
Curio Wealth first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
Curio Wealth's ExxonMobil position peaked at $89.5K in Q1 2025.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.