EFG
XOM icon

Ethos Financial Group’s ExxonMobil XOM Stock Holding History

Ethos Financial Group’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 		$8.35M Sell
52,021
-373
-0.7% -$54.4K 0.61% 41
2025
Q4 		$6.31M Sell
52,394
-1,473
-3% -$171K 0.47% 57
2025
Q3 		$6.07M Buy
53,867
+1,084
+2% +$121K 0.48% 56
2025
Q2 		$5.69M Sell
52,783
-4,021
-7% -$430K 0.49% 54
2025
Q1 		$6.23M Buy
56,804
+10,438
+23% +$1.15M 0.6% 44
2024
Q4 		$4.99M Buy
46,366
+80
+0.2% +$9.36K 0.65% 44
2024
Q3 		$5.43M Buy
46,286
+2,412
+5% +$279K 0.89% 32
2024
Q2 		$5.06M Buy
43,874
+1,283
+3% +$149K 0.89% 33
2024
Q1 		$4.95M Buy
42,591
+444
+1% +$46.5K 0.94% 33
2023
Q4 		$4.21M Buy
42,147
+671
+2% +$70.5K 0.9% 32
2023
Q3 		$4.88M Buy
41,476
+1,143
+3% +$125K 1.26% 29
2023
Q2 		$4.42M Hold
40,333
– – 1.49% 24
2023
Q1 		$4.42M Sell
40,333
-178
-0.4% -$19.7K 1.38% 25
2022
Q4 		$4.47M Buy
+40,511
New +$4.34M 1.51% 26

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

Ethos Financial Group's XOM Position: Q1 2026 in Review

Ethos Financial Group reduced its ExxonMobil (XOM) stake by 0.71% in Q1 2026, selling an estimated $54.4K and leaving 52,021 shares worth $8.35M. The position accounts for 0.61% of the portfolio, ranked #41.

Ethos Financial Group first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Ethos Financial Group held 52,021 shares of ExxonMobil worth $8.35M as of Q1 2026.
  • Ethos Financial Group sold 373 ExxonMobil shares in Q1 2026, an estimated $54.4K.
  • ExxonMobil made up 0.61% of Ethos Financial Group's portfolio in Q1 2026, its #41 holding.
  • Ethos Financial Group first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.