Denver PWM’s ExxonMobil XOM Stock Holding History

Denver PWM’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	$1.35M	Sell	9,336 -95	-1%	-$13.9K	0.46%	36
2025 Q4	$1.02M	Hold	9,431	–	–	0.34%	38
2025 Q3	$1.02M	Hold	9,431	–	–	0.32%	39
2025 Q2	$1.02M	Buy	9,431 +604	+7%	+$64.6K	0.32%	39
2025 Q1	$1.05M	Buy	8,827 +7,804	+763%	+$863K	0.38%	36
2024 Q4	$110K	Sell	1,023 -16	-2%	-$1.87K	0.04%	68
2024 Q3	$122K	Sell	1,039 -444	-30%	-$51.3K	0.05%	72
2024 Q2	$171K	Sell	1,483 -657	-31%	-$76.5K	0.07%	65
2024 Q1	$255K	Buy	2,140 +61	+3%	+$6.38K	0.1%	82
2023 Q4	$212K	Sell	2,079 -294	-12%	-$30.9K	0.1%	77
2023 Q3	$274K	Buy	2,373 +31	+1%	+$3.4K	0.11%	80
2023 Q2	$249K	Sell	2,342 -13	-0.6%	-$1.42K	0.1%	83
2023 Q1	$258K	Sell	2,355 -222	-9%	-$24.6K	0.11%	80
2022 Q4	$284K	Sell	2,577 -28	-1%	-$3K	0.13%	83
2022 Q3	$239K	Buy	2,605 +159	+7%	+$14.5K	0.13%	81
2022 Q2	$210K	Buy	+2,446	New	+$221K	0.1%	87
2019 Q4	–	Sell	-1,012	Closed	-$70.8K	–	214
2019 Q3	$70.8K	Buy	+1,012	New	+$73.2K	0.04%	107

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

Denver PWM's XOM Position: Q1 2026 in Review

Denver PWM reduced its ExxonMobil (XOM) stake by 1% in Q1 2026, selling an estimated $13.9K and leaving 9,336 shares worth $1.35M. The position accounts for 0.46% of the portfolio, ranked #36.

Denver PWM first reported a position in XOM in Q3 2019 and has held it in 17 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Denver PWM held 9,336 shares of ExxonMobil worth $1.35M as of Q1 2026.
Denver PWM sold 95 ExxonMobil shares in Q1 2026, an estimated $13.9K.
ExxonMobil made up 0.46% of Denver PWM's portfolio in Q1 2026, its #36 holding.
Denver PWM first reported a position in ExxonMobil in Q3 2019 and has held it in 17 quarters since.
4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Denver PWM's 13F filing for Q1 2026, filed 13 May 2026.