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Envision Financial Transparency’s ExxonMobil XOM Stock Holding History

Envision Financial Transparency’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 		$1.49M Buy
+8,754
New +$1.28M 1.44% 15

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envision Financial Transparency's XOM Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in ExxonMobil (XOM) in Q1 2026: 8,754 shares worth $1.49M. The stake represents 1.44% of the portfolio and ranks #15 among its holdings.

4,786 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Envision Financial Transparency held 8,754 shares of ExxonMobil worth $1.49M as of Q1 2026.
  • ExxonMobil was a new Envision Financial Transparency position in Q1 2026.
  • ExxonMobil made up 1.44% of Envision Financial Transparency's portfolio in Q1 2026, its #15 holding.
  • 4,786 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.