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Ergawealth Advisors’s ExxonMobil XOM Stock Holding History

Ergawealth Advisors’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 		$292K Sell
1,722
-680
-28% -$99.2K 0.13% 45
2025
Q4 		$289K Buy
2,402
+18
+0.8% +$2.09K 0.13% 42
2025
Q3 		$269K Sell
2,384
-216
-8% -$24K 0.13% 46
2025
Q2 		$280K Buy
2,600
+75
+3% +$8.02K 0.13% 55
2025
Q1 		$300K Sell
2,525
-27
-1% -$2.99K 0.15% 51
2024
Q4 		$274K Buy
2,552
+18
+0.7% +$2.11K 0.14% 56
2024
Q3 		$297K Sell
2,534
-33
-1% -$3.81K 0.15% 51
2024
Q2 		$296K Buy
2,567
+419
+20% +$48.8K 0.16% 50
2024
Q1 		$250K Buy
+2,148
New +$225K 0.14% 52

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ergawealth Advisors's XOM Position: Q1 2026 in Review

Ergawealth Advisors reduced its ExxonMobil (XOM) stake by 28% in Q1 2026, selling an estimated $99.2K and leaving 1,722 shares worth $292K. The position accounts for 0.13% of the portfolio, ranked #45.

Ergawealth Advisors first reported a position in XOM in Q1 2024 and has held it in 9 quarters since. The position peaked at $300K in Q1 2025. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Ergawealth Advisors held 1,722 shares of ExxonMobil worth $292K as of Q1 2026.
  • Ergawealth Advisors sold 680 ExxonMobil shares in Q1 2026, an estimated $99.2K.
  • ExxonMobil made up 0.13% of Ergawealth Advisors's portfolio in Q1 2026, its #45 holding.
  • Ergawealth Advisors first reported a position in ExxonMobil in Q1 2024 and has held it in 9 quarters since.
  • Ergawealth Advisors's ExxonMobil position peaked at $300K in Q1 2025.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.