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Daymark Wealth Partners’s ExxonMobil XOM Stock Holding History

Daymark Wealth Partners’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 		$42.5M Sell
250,711
-6,677
-3% -$974K 1.34% 13
2025
Q4 		$31M Buy
257,388
+4,458
+2% +$517K 0.99% 22
2025
Q3 		$28.5M Buy
252,930
+4,028
+2% +$448K 0.97% 22
2025
Q2 		$26.8M Buy
248,902
+4,353
+2% +$465K 1.02% 17
2025
Q1 		$29.1M Sell
244,549
-987
-0.4% -$109K 1.25% 13
2024
Q4 		$26.4M Buy
245,536
+5,424
+2% +$634K 1.12% 14
2024
Q3 		$28.1M Buy
240,112
+60
+0% +$6.93K 1.19% 13
2024
Q2 		$27.6M Buy
240,052
+14,464
+6% +$1.68M 1.27% 11
2024
Q1 		$26.2M Buy
225,588
+4,589
+2% +$480K 1.41% 13
2023
Q4 		$22.1M Buy
220,999
+2,772
+1% +$291K 1.36% 13
2023
Q3 		$25.7M Buy
218,227
+71,568
+49% +$7.85M 1.77% 10
2023
Q2 		$15.7M Buy
146,659
+116,133
+380% +$12.7M 1.17% 16
2023
Q1 		$3.35M Buy
30,526
+2,544
+9% +$281K 0.44% 53
2022
Q4 		$3.09M Buy
+27,982
New +$3M 0.55% 44

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

Daymark Wealth Partners's XOM Position: Q1 2026 in Review

Daymark Wealth Partners reduced its ExxonMobil (XOM) stake by 2.6% in Q1 2026, selling an estimated $974K and leaving 250,711 shares worth $42.5M. The position accounts for 1.34% of the portfolio, ranked #13.

Daymark Wealth Partners first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Daymark Wealth Partners held 250,711 shares of ExxonMobil worth $42.5M as of Q1 2026.
  • Daymark Wealth Partners sold 6,677 ExxonMobil shares in Q1 2026, an estimated $974K.
  • ExxonMobil made up 1.34% of Daymark Wealth Partners's portfolio in Q1 2026, its #13 holding.
  • Daymark Wealth Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.