Evernest Financial Advisors’s ExxonMobil XOM Stock Holding History

Evernest Financial 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	$730K	Buy	4,924 +1	+0%	+$146	0.15%	93
2025 Q4	$744K	Sell	4,923 -1,527	-24%	-$177K	0.16%	94
2025 Q3	$727K	Sell	6,450 -444	-6%	-$49.4K	0.2%	95
2025 Q2	$743K	Buy	6,894 +390	+6%	+$41.7K	0.24%	84
2025 Q1	$774K	Sell	6,504 -3,829	-37%	-$423K	0.28%	83
2024 Q4	$1.11M	Sell	10,333 -3,431	-25%	-$401K	0.29%	61
2024 Q3	$1.61M	Buy	13,764 +5,139	+60%	+$593K	0.43%	36
2024 Q2	$993K	Buy	8,625 +130	+2%	+$15.1K	0.44%	52
2024 Q1	$1.02M	Buy	8,495 +407	+5%	+$42.6K	0.48%	45
2023 Q4	$809K	Buy	+8,088	New	+$850K	0.41%	57
2021 Q4	$801K	Buy	+7,868	New	+$492K	0.41%	53

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

Evernest Financial Advisors's XOM Position: Q1 2026 in Review

Evernest Financial Advisors increased its ExxonMobil (XOM) stake by 0.02% in Q1 2026, buying an estimated $146 and bringing the position to 4,924 shares worth $730K. The position accounts for 0.15% of the portfolio, ranked #93.

Evernest Financial Advisors first reported a position in XOM in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.61M in Q3 2024. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Evernest Financial Advisors held 4,924 shares of ExxonMobil worth $730K as of Q1 2026.
Evernest Financial Advisors bought 1 ExxonMobil share in Q1 2026, an estimated $146.
ExxonMobil made up 0.15% of Evernest Financial Advisors's portfolio in Q1 2026, its #93 holding.
Evernest Financial Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's ExxonMobil position peaked at $1.61M in Q3 2024.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.