Elevate Wealth Advisory’s ExxonMobil XOM Stock Holding History

Elevate Wealth Advisory’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	$247K	Buy	+1,457	New	+$213K	0.16%	70
2025 Q3	–	Sell	-1,950	Closed	-$210K	–	135
2025 Q2	$210K	Buy	1,950 +103	+6%	+$11K	0.15%	74
2025 Q1	$220K	Buy	+1,847	New	+$204K	0.16%	70
2024 Q4	–	Sell	-1,755	Closed	-$206K	–	120
2024 Q3	$206K	Buy	1,755 +5	+0.3%	+$577	0.15%	69
2024 Q2	$202K	Buy	+1,750	New	+$204K	0.16%	65

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

Elevate Wealth Advisory's XOM Position: Q1 2026 in Review

Elevate Wealth Advisory opened a new position in ExxonMobil (XOM) in Q1 2026: 1,457 shares worth $247K. The stake represents 0.16% of the portfolio and ranks #70 among its holdings. This is a return to the name: Elevate Wealth Advisory previously reported a position in XOM as recently as Q2 2025.

Elevate Wealth Advisory first reported a position in XOM in Q2 2024 and has held it in 5 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Elevate Wealth Advisory held 1,457 shares of ExxonMobil worth $247K as of Q1 2026.
ExxonMobil was a new Elevate Wealth Advisory position in Q1 2026.
ExxonMobil made up 0.16% of Elevate Wealth Advisory's portfolio in Q1 2026, its #70 holding.
Elevate Wealth Advisory first reported a position in ExxonMobil in Q2 2024 and has held it in 5 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.