Denver Wealth Management’s ExxonMobil XOM Stock Holding History

Denver 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	$720K	Buy	4,244 +96	+2%	+$14K	0.25%	49
2025 Q4	$499K	Sell	4,148 -58	-1%	-$6.73K	0.18%	59
2025 Q3	$474K	Sell	4,206 -711	-14%	-$79K	0.17%	61
2025 Q2	$530K	Buy	4,917 +30	+0.6%	+$3.21K	0.22%	52
2025 Q1	$581K	Buy	4,887 +30	+0.6%	+$3.32K	0.27%	46
2024 Q4	$522K	Buy	4,857 +28	+0.6%	+$3.27K	0.24%	46
2024 Q3	$566K	Sell	4,829 -59	-1%	-$6.81K	0.26%	45
2024 Q2	$563K	Buy	4,888 +614	+14%	+$71.5K	0.28%	45
2024 Q1	$497K	Sell	4,274 -478	-10%	-$50K	0.25%	47
2023 Q4	$475K	Buy	4,752 +568	+14%	+$59.7K	0.27%	44
2023 Q3	$492K	Buy	4,184 +28	+0.7%	+$3.07K	0.32%	40
2023 Q2	$446K	Buy	4,156 +18	+0.4%	+$1.96K	0.31%	43
2023 Q1	$454K	Sell	4,138 -1,877	-31%	-$208K	0.32%	50
2022 Q4	$663K	Buy	6,015 +260	+5%	+$27.9K	0.5%	42
2022 Q3	$502K	Buy	5,755 +152	+3%	+$13.9K	0.48%	34
2022 Q2	$480K	Buy	+5,603	New	+$505K	0.5%	29
2021 Q4	$247K	Buy	+4,031	New	+$252K	0.24%	37
2021 Q1	$443K	Buy	+5,368	New	+$281K	0.47%	26

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 Wealth Management's XOM Position: Q1 2026 in Review

Denver Wealth Management increased its ExxonMobil (XOM) stake by 2.3% in Q1 2026, buying an estimated $14K and bringing the position to 4,244 shares worth $720K. The position accounts for 0.25% of the portfolio, ranked #49.

Denver Wealth Management first reported a position in XOM in Q1 2021 and has held it in 18 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Denver Wealth Management held 4,244 shares of ExxonMobil worth $720K as of Q1 2026.
Denver Wealth Management bought 96 ExxonMobil shares in Q1 2026, an estimated $14K.
ExxonMobil made up 0.25% of Denver Wealth Management's portfolio in Q1 2026, its #49 holding.
Denver Wealth Management first reported a position in ExxonMobil in Q1 2021 and has held it in 18 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Denver Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.