Diversify Advisory Services’s ExxonMobil XOM Stock Holding History

Diversify Advisory Services’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	$1.06M	Sell	6,870 -73,829	-91%	-$10.8M	0.16%	65
2025 Q4	$10.5M	Buy	80,699 +28,250	+54%	+$3.28M	0.33%	48
2025 Q3	$5.97M	Sell	52,449 -3,217	-6%	-$358K	0.2%	84
2025 Q2	$5.91M	Buy	55,666 +20,121	+57%	+$2.15M	0.23%	74
2025 Q1	$3.85M	Buy	35,545 +2,142	+6%	+$237K	0.24%	69
2024 Q4	$3.56M	Sell	33,403 -8,419	-20%	-$985K	0.2%	75
2024 Q3	$5.05M	Buy	41,822 +518	+1%	+$59.8K	0.27%	68
2024 Q2	$4.58M	Sell	41,304 -3,395	-8%	-$395K	0.25%	74
2024 Q1	$5.23M	Buy	+44,699	New	+$4.68M	0.31%	69

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

Diversify Advisory Services's XOM Position: Q1 2026 in Review

Diversify Advisory Services reduced its ExxonMobil (XOM) stake by 91% in Q1 2026, selling an estimated $10.8M and leaving 6,870 shares worth $1.06M. The position accounts for 0.16% of the portfolio, ranked #65.

Diversify Advisory Services first reported a position in XOM in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.5M in Q4 2025. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Diversify Advisory Services held 6,870 shares of ExxonMobil worth $1.06M as of Q1 2026.
Diversify Advisory Services sold 73,829 ExxonMobil shares in Q1 2026, an estimated $10.8M.
ExxonMobil made up 0.16% of Diversify Advisory Services's portfolio in Q1 2026, its #65 holding.
Diversify Advisory Services first reported a position in ExxonMobil in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's ExxonMobil position peaked at $10.5M in Q4 2025.
4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.