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Defined Wealth Management’s ExxonMobil XOM Stock Holding History

Defined 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 		$942K Buy
5,554
+55
+1% +$8.03K 0.55% 51
2025
Q4 		$662K Buy
5,499
+358
+7% +$41.5K 0.38% 61
2025
Q3 		$580K Buy
5,141
+144
+3% +$16K 0.34% 67
2025
Q2 		$539K Buy
4,997
+745
+18% +$79.6K 0.33% 66
2025
Q1 		$506K Buy
4,252
+153
+4% +$16.9K 0.34% 66
2024
Q4 		$441K Sell
4,099
-85
-2% -$9.94K 0.29% 74
2024
Q3 		$490K Buy
4,184
+54
+1% +$6.24K 0.32% 68
2024
Q2 		$475K Buy
4,130
+39
+1% +$4.54K 0.33% 72
2024
Q1 		$476K Buy
4,091
+153
+4% +$16K 0.34% 70
2023
Q4 		$394K Sell
3,938
-113
-3% -$11.9K 0.3% 79
2023
Q3 		$476K Buy
4,051
+96
+2% +$10.5K 0.41% 64
2023
Q2 		$424K Buy
3,955
+17
+0.4% +$1.85K 0.36% 72
2023
Q1 		$432K Hold
3,938
– – 0.4% 64
2022
Q4 		$434K Buy
3,938
+27
+0.7% +$2.89K 0.41% 67
2022
Q3 		$341K Hold
3,911
– – 0.37% 66
2022
Q2 		$335K Hold
3,911
– – 0.34% 68
2022
Q1 		$323K Hold
3,911
– – 0.28% 80
2021
Q4 		$239K Hold
3,911
– – 0.2% 86
2021
Q3 		$230K Hold
3,911
– – 0.2% 89
2021
Q2 		$247K Buy
3,911
+15
+0.4% +$896 0.22% 86
2021
Q1 		$218K Hold
3,896
– – 0.21% 87
2020
Q4 		$161K Buy
+3,896
New +$146K 0.16% 97

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

Defined Wealth Management's XOM Position: Q1 2026 in Review

Defined Wealth Management increased its ExxonMobil (XOM) stake by 1% in Q1 2026, buying an estimated $8.03K and bringing the position to 5,554 shares worth $942K. The position accounts for 0.55% of the portfolio, ranked #51.

Defined Wealth Management first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Defined Wealth Management held 5,554 shares of ExxonMobil worth $942K as of Q1 2026.
  • Defined Wealth Management bought 55 ExxonMobil shares in Q1 2026, an estimated $8.03K.
  • ExxonMobil made up 0.55% of Defined Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Defined Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.