Evergreen Wealth Solutions’s ExxonMobil XOM Stock Holding History

Evergreen Wealth Solutions’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	$5.15M	Buy	30,340 +25,696	+553%	+$3.75M	0.36%	55
2025 Q4	$559K	Buy	4,644 +1,870	+67%	+$217K	0.08%	115
2025 Q3	$313K	Sell	2,774 -1,031	-27%	-$115K	0.18%	91
2025 Q2	$410K	Buy	3,805 +10	+0.3%	+$1.07K	0.25%	73
2025 Q1	$451K	Sell	3,795 -70	-2%	-$7.74K	0.3%	56
2024 Q4	$416K	Sell	3,865 -10	-0.3%	-$1.17K	0.29%	61
2024 Q3	$454K	Sell	3,875 -198	-5%	-$22.9K	0.31%	65
2024 Q2	$469K	Sell	4,073 -125	-3%	-$14.6K	0.33%	67
2024 Q1	$488K	Buy	4,198 +858	+26%	+$89.8K	0.36%	65
2023 Q4	$334K	Buy	3,340 +910	+37%	+$95.6K	0.29%	81
2023 Q3	$286K	Buy	+2,430	New	+$267K	0.29%	82

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

Evergreen Wealth Solutions's XOM Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its ExxonMobil (XOM) stake by 553% in Q1 2026, buying an estimated $3.75M and bringing the position to 30,340 shares worth $5.15M. The position accounts for 0.36% of the portfolio, ranked #55.

Evergreen Wealth Solutions first reported a position in XOM in Q3 2023 and has held it in 11 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Evergreen Wealth Solutions held 30,340 shares of ExxonMobil worth $5.15M as of Q1 2026.
Evergreen Wealth Solutions bought 25,696 ExxonMobil shares in Q1 2026, an estimated $3.75M.
ExxonMobil made up 0.36% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #55 holding.
Evergreen Wealth Solutions first reported a position in ExxonMobil in Q3 2023 and has held it in 11 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.