Elevatus Welath Management’s ExxonMobil XOM Stock Holding History

Elevatus Welath 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	$2.96M	Sell	17,446 -1,221	-7%	-$178K	1.55%	20
2025 Q4	$2.25M	Buy	18,667 +299	+2%	+$34.7K	0.61%	49
2025 Q3	$2.07M	Buy	18,368 +786	+4%	+$87.4K	0.6%	44
2025 Q2	$1.9M	Buy	17,582 +553	+3%	+$59.1K	0.63%	38
2025 Q1	$2.03M	Sell	17,029 -1,966	-10%	-$217K	1.15%	23
2024 Q4	$2.04M	Buy	18,995 +933	+5%	+$109K	0.7%	25
2024 Q3	$2.12M	Sell	18,062 -6	-0%	-$693	0.69%	28
2024 Q2	$2.08M	Buy	18,068 +10,718	+146%	+$1.25M	0.78%	41
2024 Q1	$854K	Sell	7,350 -45	-0.6%	-$4.71K	0.34%	39
2023 Q4	$739K	Buy	7,395 +283	+4%	+$29.7K	0.34%	44
2023 Q3	$836K	Buy	7,112 +649	+10%	+$71.2K	0.76%	26
2023 Q2	$693K	Buy	+6,463	New	+$705K	0.48%	32

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

Elevatus Welath Management's XOM Position: Q1 2026 in Review

Elevatus Welath Management reduced its ExxonMobil (XOM) stake by 6.5% in Q1 2026, selling an estimated $178K and leaving 17,446 shares worth $2.96M. The position accounts for 1.55% of the portfolio, ranked #20.

Elevatus Welath Management first reported a position in XOM in Q2 2023 and has held it in 12 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Elevatus Welath Management held 17,446 shares of ExxonMobil worth $2.96M as of Q1 2026.
Elevatus Welath Management sold 1,221 ExxonMobil shares in Q1 2026, an estimated $178K.
ExxonMobil made up 1.55% of Elevatus Welath Management's portfolio in Q1 2026, its #20 holding.
Elevatus Welath Management first reported a position in ExxonMobil in Q2 2023 and has held it in 12 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Elevatus Welath Management's 13F filing for Q1 2026, filed 15 Apr 2026.