Delap Wealth Advisory’s ExxonMobil XOM Stock Holding History

Delap Wealth Advisory’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	$305K	Hold	1,800	–	–	0.11%	75
2025 Q4	$217K	Hold	1,800	–	–	0.08%	91
2025 Q3	$202K	Buy	+1,800	New	+$200K	0.08%	82
2025 Q2	–	Sell	-1,800	Closed	-$214K	–	89
2025 Q1	$214K	Buy	+1,800	New	+$199K	0.12%	76
2024 Q4	–	Sell	-1,892	Closed	-$222K	–	79
2024 Q3	$222K	Sell	1,892 -718	-28%	-$82.9K	0.14%	58
2024 Q2	$300K	Sell	2,610 -7,014	-73%	-$817K	0.14%	76
2024 Q1	$1.12M	Buy	9,624 +4,076	+73%	+$426K	0.45%	39
2023 Q4	$555K	Buy	+5,548	New	+$583K	0.25%	46
2023 Q1	–	Sell	-3,549	Closed	-$391K	–	74
2022 Q4	$391K	Buy	+3,549	New	+$380K	0.41%	44

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

Delap Wealth Advisory's XOM Position: Q1 2026 in Review

Delap Wealth Advisory held its ExxonMobil (XOM) position steady in Q1 2026 at 1,800 shares worth $305K. The position accounts for 0.11% of the portfolio, ranked #75.

Delap Wealth Advisory first reported a position in XOM in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.12M in Q1 2024. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Delap Wealth Advisory held 1,800 shares of ExxonMobil worth $305K as of Q1 2026.
Delap Wealth Advisory left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.11% of Delap Wealth Advisory's portfolio in Q1 2026, its #75 holding.
Delap Wealth Advisory first reported a position in ExxonMobil in Q4 2022 and has held it in 9 quarters since.
Delap Wealth Advisory's ExxonMobil position peaked at $1.12M in Q1 2024.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.