Elite Wealth Management’s ExxonMobil XOM Stock Holding History

Elite Wealth 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
2014 Q4	–	Sell	-416	Closed	-$12K	–	465
2014 Q3	$12K	Buy	416 +116	+39%	+$11.6K	0.01%	255
2014 Q2	$5K	Buy	+300	New	+$30.3K	0.01%	316
2014 Q1	–	Sell	-277	Closed	-$10K	–	682
2013 Q4	$10K	Buy	+277	New	+$25.6K	0.01%	365
2013 Q3	–	Sell	-618	Closed	-$1K	–	470
2013 Q2	$1K	Buy	+618	New	+$55.6K	﹤0.01%	303

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

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. 4,763 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.
4,763 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.