Elevated Capital Advisors’s ExxonMobil XOM Stock Holding History

Elevated Capital Advisors’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	$2.76M	Sell	16,249 -3,760	-19%	-$549K	0.69%	34
2025 Q4	$2.41M	Buy	20,009 +2,235	+13%	+$259K	0.56%	41
2025 Q3	$2M	Buy	17,774 +1,554	+10%	+$173K	0.5%	48
2025 Q2	$1.93M	Hold	16,220	–	–	0.54%	45
2025 Q1	$1.93M	Sell	16,220 -419	-3%	-$46.3K	0.54%	45
2024 Q4	$1.79M	Buy	16,639 +3,678	+28%	+$430K	0.49%	44
2024 Q3	$1.52M	Sell	12,961 -18,835	-59%	-$2.17M	0.4%	55
2024 Q2	$3.66M	Sell	31,796 -9,292	-23%	-$1.08M	1.03%	22
2024 Q1	$4.78M	Buy	41,088 +1,028	+3%	+$108K	1.37%	19
2023 Q4	$4.01M	Sell	40,060 -409	-1%	-$43K	1.25%	19
2023 Q3	$4.76M	Sell	40,469 -1,945	-5%	-$213K	1.62%	12
2023 Q2	$4.55M	Buy	42,414 +380	+0.9%	+$41.5K	1.51%	14
2023 Q1	$4.61M	Sell	42,034 -258	-0.6%	-$28.5K	1.65%	12
2022 Q4	$4.66M	Sell	42,292 -536	-1%	-$57.4K	1.78%	11
2022 Q3	$3.74M	Buy	+42,828	New	+$3.91M	1.47%	20
2022 Q1	$3.8M	Buy	+46,025	New	+$3.58M	1.26%	18
2021 Q3	$2.61M	Buy	+44,410	New	+$2.53M	0.9%	26
2021 Q1	$2.21M	Sell	40,017 -2,080	-5%	-$109K	0.86%	33
2020 Q4	$1.74M	Sell	42,097 -1,166	-3%	-$43.7K	0.75%	38
2020 Q3	$1.59M	Buy	43,263 +1,247	+3%	+$51K	0.75%	39
2020 Q2	$1.65M	Buy	+42,016	New	+$1.88M	0.77%	33
2019 Q4	$1.95M	Buy	+27,894	New	+$1.93M	2.16%	9
2019 Q1	$1.51M	Buy	+37,393	New	+$2.85M	1%	31

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

Elevated Capital Advisors's XOM Position: Q1 2026 in Review

Elevated Capital Advisors reduced its ExxonMobil (XOM) stake by 19% in Q1 2026, selling an estimated $549K and leaving 16,249 shares worth $2.76M. The position accounts for 0.69% of the portfolio, ranked #34.

Elevated Capital Advisors first reported a position in XOM in Q1 2019 and has held it in 23 quarters since. The position peaked at $4.78M in Q1 2024. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Elevated Capital Advisors held 16,249 shares of ExxonMobil worth $2.76M as of Q1 2026.
Elevated Capital Advisors sold 3,760 ExxonMobil shares in Q1 2026, an estimated $549K.
ExxonMobil made up 0.69% of Elevated Capital Advisors's portfolio in Q1 2026, its #34 holding.
Elevated Capital Advisors first reported a position in ExxonMobil in Q1 2019 and has held it in 23 quarters since.
Elevated Capital Advisors's ExxonMobil position peaked at $4.78M in Q1 2024.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.