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Delta Financial Advisors’s ExxonMobil XOM Stock Holding History

Delta Financial 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 		$4.45M Buy
26,251
+1,181
+5% +$172K 1.16% 25
2025
Q4 		$3.02M Buy
25,070
+252
+1% +$29.2K 0.78% 39
2025
Q3 		$2.8M Buy
24,818
+1,238
+5% +$138K 0.79% 36
2025
Q2 		$2.54M Sell
23,580
-1,288
-5% -$138K 0.89% 37
2025
Q1 		$2.96M Buy
24,868
+1,607
+7% +$178K 1.11% 32
2024
Q4 		$2.5M Sell
23,261
-2,616
-10% -$306K 0.93% 35
2024
Q3 		$3.03M Buy
25,877
+1,124
+5% +$130K 1.1% 30
2024
Q2 		$2.85M Buy
24,753
+184
+0.7% +$21.4K 1.1% 27
2024
Q1 		$2.86M Buy
24,569
+2,606
+12% +$273K 1.13% 28
2023
Q4 		$2.2M Sell
21,963
-3,253
-13% -$342K 0.95% 37
2023
Q3 		$2.96M Buy
25,216
+537
+2% +$58.9K 1.34% 17
2023
Q2 		$2.65M Buy
24,679
+3,040
+14% +$332K 1.17% 25
2023
Q1 		$2.37M Sell
21,639
-25
-0.1% -$2.77K 1.14% 27
2022
Q4 		$2.39M Buy
21,664
+30
+0.1% +$3.21K 1.16% 32
2022
Q3 		$1.89M Buy
21,634
+2,564
+13% +$234K 1% 34
2022
Q2 		$1.63M Sell
19,070
-39
-0.2% -$3.52K 0.81% 47
2022
Q1 		$1.58M Buy
19,109
+244
+1% +$19K 0.67% 54
2021
Q4 		$1.15M Sell
18,865
-383
-2% -$23.9K 0.47% 67
2021
Q3 		$1.13M Sell
19,248
-57
-0.3% -$3.25K 0.5% 69
2021
Q2 		$1.22M Buy
19,305
+405
+2% +$24.2K 0.54% 69
2021
Q1 		$1.05M Sell
18,900
-155
-0.8% -$8.13K 0.49% 69
2020
Q4 		$785K Sell
19,055
-7,181
-27% -$269K 0.39% 79
2020
Q3 		$901K Buy
26,236
+4,229
+19% +$173K 0.5% 69
2020
Q2 		$984K Buy
22,007
+215
+1% +$9.64K 0.58% 63
2020
Q1 		$827K Sell
21,792
-2,971
-12% -$164K 0.57% 66
2019
Q4 		$1.73M Sell
24,763
-7,714
-24% -$533K 0.68% 61
2019
Q3 		$2.29M Sell
32,477
-2,984
-8% -$216K 0.93% 43
2019
Q2 		$2.72M Buy
+35,461
New +$2.75M 1.12% 33

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

Delta Financial Advisors's XOM Position: Q1 2026 in Review

Delta Financial Advisors increased its ExxonMobil (XOM) stake by 4.7% in Q1 2026, buying an estimated $172K and bringing the position to 26,251 shares worth $4.45M. The position accounts for 1.16% of the portfolio, ranked #25.

Delta Financial Advisors first reported a position in XOM in Q2 2019 and has held it in 28 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Delta Financial Advisors held 26,251 shares of ExxonMobil worth $4.45M as of Q1 2026.
  • Delta Financial Advisors bought 1,181 ExxonMobil shares in Q1 2026, an estimated $172K.
  • ExxonMobil made up 1.16% of Delta Financial Advisors's portfolio in Q1 2026, its #25 holding.
  • Delta Financial Advisors first reported a position in ExxonMobil in Q2 2019 and has held it in 28 quarters since.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.