Econ Financial Services’s ExxonMobil XOM Stock Holding History

Econ Financial 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	–	Sell	-42,458	Closed	-$5.11M	–	104
2025 Q4	$5.11M	Buy	42,458 +35,903	+548%	+$4.16M	2.56%	7
2025 Q3	$739K	Buy	+6,555	New	+$729K	0.37%	62
2022 Q2	–	Sell	-180	Closed	-$15K	–	154
2022 Q1	$15K	Sell	180 -4,461	-96%	-$347K	0.01%	89
2021 Q4	$284K	Buy	+4,641	New	+$290K	0.21%	72

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

Econ Financial Services's XOM Position: Q1 2026 in Review

Econ Financial Services sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 42,458 shares — an estimated $5.11M sold.

Econ Financial Services first reported a position in XOM in Q4 2021 and held it in 4 quarters. The position peaked at $5.11M in Q4 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Econ Financial Services reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
Econ Financial Services sold 42,458 ExxonMobil shares in Q1 2026, an estimated $5.11M.
Econ Financial Services first reported a position in ExxonMobil in Q4 2021 and held it in 4 quarters.
Econ Financial Services's ExxonMobil position peaked at $5.11M in Q4 2025.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Econ Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.