Etesian Wealth Advisors’s ExxonMobil XOM Stock Holding History

Etesian Wealth 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	$634K	Sell	3,738 -770	-17%	-$112K	0.2%	85
2025 Q4	$542K	Sell	4,508 -1,052	-19%	-$122K	0.17%	89
2025 Q3	$627K	Sell	5,560 -61	-1%	-$6.78K	0.21%	86
2025 Q2	$606K	Hold	5,621	–	–	0.23%	83
2025 Q1	$669K	Sell	5,621 -454	-7%	-$50.2K	0.29%	78
2024 Q4	$653K	Buy	6,075 +295	+5%	+$34.5K	0.29%	81
2024 Q3	$678K	Sell	5,780 -190	-3%	-$21.9K	0.31%	85
2024 Q2	$687K	Hold	5,970	–	–	0.39%	79
2024 Q1	$694K	Hold	5,970	–	–	0.4%	77
2023 Q4	$598K	Buy	5,970 +305	+5%	+$32.1K	0.36%	78
2023 Q3	$666K	Sell	5,665 -314	-5%	-$34.4K	0.45%	71
2023 Q2	$641K	Buy	5,979 +144	+2%	+$15.7K	0.42%	75
2023 Q1	$640K	Buy	5,835 +28	+0.5%	+$3.1K	0.43%	72
2022 Q4	$641K	Buy	+5,807	New	+$622K	0.47%	73

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

Etesian Wealth Advisors's XOM Position: Q1 2026 in Review

Etesian Wealth Advisors reduced its ExxonMobil (XOM) stake by 17% in Q1 2026, selling an estimated $112K and leaving 3,738 shares worth $634K. The position accounts for 0.2% of the portfolio, ranked #85.

Etesian Wealth Advisors first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $694K in Q1 2024. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Etesian Wealth Advisors held 3,738 shares of ExxonMobil worth $634K as of Q1 2026.
Etesian Wealth Advisors sold 770 ExxonMobil shares in Q1 2026, an estimated $112K.
ExxonMobil made up 0.2% of Etesian Wealth Advisors's portfolio in Q1 2026, its #85 holding.
Etesian Wealth Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
Etesian Wealth Advisors's ExxonMobil position peaked at $694K in Q1 2024.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.