Elk River Wealth Management’s ExxonMobil XOM Stock Holding History

Elk River 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
2026 Q1	$11.2M	Sell	65,801 -862	-1%	-$126K	1.85%	15
2025 Q4	$8.01M	Sell	66,663 -2,923	-4%	-$339K	1.29%	26
2025 Q3	$7.85M	Buy	69,586 +131	+0.2%	+$14.6K	1.26%	23
2025 Q2	$7.49M	Sell	69,455 -702	-1%	-$75K	1.29%	23
2025 Q1	$8.34M	Sell	70,157 -1,242	-2%	-$137K	1.56%	20
2024 Q4	$7.68M	Sell	71,399 -752	-1%	-$88K	1.39%	22
2024 Q3	$8.46M	Buy	72,151 +1,970	+3%	+$227K	1.54%	20
2024 Q2	$8.08M	Buy	70,181 +65,682	+1,460%	+$7.65M	1.58%	20
2024 Q1	$523K	Buy	4,499 +178	+4%	+$18.6K	0.11%	68
2023 Q4	$432K	Sell	4,321 -400	-8%	-$42K	0.08%	85
2023 Q3	$555K	Buy	4,721 +400	+9%	+$43.9K	0.12%	66
2023 Q2	$463K	Sell	4,321 -200	-4%	-$21.8K	0.1%	80
2023 Q1	$496K	Hold	4,521	–	–	0.11%	73
2022 Q4	$499K	Buy	4,521 +200	+5%	+$21.4K	0.12%	76
2022 Q3	$377K	Hold	4,321	–	–	0.1%	79
2022 Q2	$370K	Hold	4,321	–	–	0.09%	82
2022 Q1	$357K	Sell	4,321 -197	-4%	-$15.3K	0.08%	91
2021 Q4	$276K	Buy	4,518 +205	+5%	+$12.8K	0.06%	108
2021 Q3	$254K	Hold	4,313	–	–	0.06%	106
2021 Q2	$272K	Hold	4,313	–	–	0.07%	105
2021 Q1	$241K	Buy	+4,313	New	+$226K	0.07%	111

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

Elk River Wealth Management's XOM Position: Q1 2026 in Review

Elk River Wealth Management reduced its ExxonMobil (XOM) stake by 1.3% in Q1 2026, selling an estimated $126K and leaving 65,801 shares worth $11.2M. The position accounts for 1.85% of the portfolio, ranked #15.

Elk River Wealth Management first reported a position in XOM in Q1 2021 and has held it in 21 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Elk River Wealth Management held 65,801 shares of ExxonMobil worth $11.2M as of Q1 2026.
Elk River Wealth Management sold 862 ExxonMobil shares in Q1 2026, an estimated $126K.
ExxonMobil made up 1.85% of Elk River Wealth Management's portfolio in Q1 2026, its #15 holding.
Elk River Wealth Management first reported a position in ExxonMobil in Q1 2021 and has held it in 21 quarters since.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.