Elite Wealth Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,667
| Closed | -$201K | – | 63 |
|
|
2025
Q4 | $201K | Buy |
+1,667
| New | +$193K | 0.05% | 53 |
|
|
2025
Q3 | – | Sell |
-2,467
| Closed | -$266K | – | 52 |
|
|
2025
Q2 | $266K | Sell |
2,467
-265
| -10% | -$28.3K | 0.09% | 29 |
|
|
2025
Q1 | $325K | Sell |
2,732
-1,800
| -40% | -$199K | 0.04% | 30 |
|
|
2024
Q4 | $488K | Buy |
4,532
+300
| +7% | +$35.1K | 0.06% | 27 |
|
|
2024
Q3 | $496K | Buy |
4,232
+700
| +20% | +$80.8K | 0.07% | 31 |
|
|
2024
Q2 | $407K | Hold |
3,532
| – | – | 0.01% | 34 |
|
|
2024
Q1 | $411K | Hold |
3,532
| – | – | 0.01% | 38 |
|
|
2023
Q4 | $353K | Hold |
3,532
| – | – | 0.02% | 33 |
|
|
2023
Q3 | $415K | Hold |
3,532
| – | – | 0.03% | 38 |
|
|
2023
Q2 | $379K | Sell |
3,532
-471
| -12% | -$51.4K | 0.03% | 40 |
|
|
2023
Q1 | $439K | Hold |
4,003
| – | – | 0.03% | 40 |
|
|
2022
Q4 | $442K | Sell |
4,003
-303
| -7% | -$32.5K | 0.04% | 39 |
|
|
2022
Q3 | $376K | Buy |
4,306
+454
| +12% | +$41.4K | 0.03% | 40 |
|
|
2022
Q2 | $330K | Sell |
3,852
-7
| -0.2% | -$631 | 0.05% | 40 |
|
|
2022
Q1 | $319K | Buy |
3,859
+13
| +0.3% | +$1.01K | 0.05% | 44 |
|
|
2021
Q4 | $235K | Buy |
+3,846
| New | +$240K | 0.03% | 56 |
|
|
2019
Q2 | – | Sell |
-2,600
| Closed | -$210K | – | 30 |
|
|
2019
Q1 | $210K | Sell |
2,600
-1,000
| -28% | -$76.2K | 0.39% | 27 |
|
|
2018
Q4 | $245K | Buy |
3,600
+700
| +24% | +$54.9K | 0.24% | 41 |
|
|
2018
Q3 | $247K | Sell |
2,900
-500
| -15% | -$40.9K | 0.05% | 44 |
|
|
2018
Q2 | $281K | Hold |
3,400
| – | – | 0.1% | 41 |
|
|
2018
Q1 | $254K | Sell |
3,400
-700
| -17% | -$56K | 0.21% | 50 |
|
|
2017
Q4 | $343K | Buy |
+4,100
| New | +$339K | 0.29% | 46 |
|
|
2016
Q3 | $227K | Hold |
2,600
| – | – | 0.37% | 38 |
|
|
2016
Q2 | $243K | Hold |
2,600
| – | – | 0.4% | 37 |
|
|
2016
Q1 | $217K | Hold |
2,600
| – | – | 0.31% | 37 |
|
|
2015
Q4 | $202K | Sell |
2,600
-700
| -21% | -$56K | 0.3% | 40 |
|
|
2015
Q3 | $245K | Hold |
3,300
| – | – | 0.39% | 53 |
|
|
2015
Q2 | $274K | Sell |
3,300
-820
| -20% | -$70.5K | 0.28% | 51 |
|
|
2015
Q1 | $350K | Sell |
4,120
-980
| -19% | -$86.9K | 0.31% | 51 |
|
|
2014
Q4 | $471K | Sell |
5,100
-6,292
| -55% | -$587K | 0.45% | 46 |
|
|
2014
Q3 | $1.07M | Sell |
11,392
-9,927
| -47% | -$989K | 0.97% | 15 |
|
|
2014
Q2 | $2.15M | Buy |
21,319
+6,252
| +41% | +$631K | 2.14% | 5 |
|
|
2014
Q1 | $1.47M | Sell |
15,067
-2,108
| -12% | -$201K | 1.19% | 19 |
|
|
2013
Q4 | $1.74M | Buy |
17,175
+9,042
| +111% | +$836K | 1.27% | 16 |
|
|
2013
Q3 | $700K | Buy |
8,133
+6,773
| +498% | +$611K | 0.62% | 40 |
|
|
2013
Q2 | $123K | Buy |
+1,360
| New | +$122K | 0.18% | 61 |
|
Other funds holding XOM
VCM
VPM
Elite Wealth Management's XOM Position: Q1 2026 in Review
Elite Wealth Management sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 1,667 shares — an estimated $201K sold.
Elite Wealth Management first reported a position in XOM in Q2 2013 and held it in 36 quarters. The position peaked at $2.15M in Q2 2014. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Elite Wealth Management reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
- Elite Wealth Management sold 1,667 ExxonMobil shares in Q1 2026, an estimated $201K.
- Elite Wealth Management first reported a position in ExxonMobil in Q2 2013 and held it in 36 quarters.
- Elite Wealth Management's ExxonMobil position peaked at $2.15M in Q2 2014.
- 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Elite Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.