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Evoke Wealth’s ExxonMobil XOM Stock Holding History

Evoke Wealth’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 		$8.68M Buy
51,152
+4,414
+9% +$644K 0.16% 62
2025
Q4 		$5.62M Buy
46,738
+1,639
+4% +$190K 0.11% 87
2025
Q3 		$5.08M Buy
45,099
+4,116
+10% +$458K 0.1% 88
2025
Q2 		$4.42M Buy
40,983
+3,632
+10% +$388K 0.1% 90
2025
Q1 		$4.44M Buy
37,351
+489
+1% +$54.1K 0.12% 74
2024
Q4 		$3.97M Sell
36,862
-168
-0.5% -$19.7K 0.11% 84
2024
Q3 		$4.34M Buy
+37,030
New +$4.28M 0.12% 77
2024
Q2 		– Sell
-30,670
Closed -$3.57M – 407
2024
Q1 		$3.57M Buy
+30,670
New +$3.21M 0.11% 86
2023
Q4 		– Sell
-30,877
Closed -$3.63M – 378
2023
Q3 		$3.63M Buy
30,877
+686
+2% +$75.2K 0.13% 82
2023
Q2 		$3.24M Buy
30,191
+1,474
+5% +$161K 0.11% 84
2023
Q1 		$3.15M Buy
28,717
+894
+3% +$98.9K 0.11% 90
2022
Q4 		$3.07M Buy
27,823
+1,011
+4% +$108K 0.11% 96
2022
Q3 		$2.34M Sell
26,812
-133
-0.5% -$12.1K 0.09% 95
2022
Q2 		$2.31M Sell
26,945
-2,222
-8% -$200K 0.09% 100
2022
Q1 		$2.41M Sell
29,167
-11,736
-29% -$912K 0.08% 106
2021
Q4 		$2.5M Buy
40,903
+10,422
+34% +$651K 0.08% 109
2021
Q3 		$1.79M Sell
30,481
-9,015
-23% -$514K 0.07% 127
2021
Q2 		$2.49M Sell
39,496
-222
-0.6% -$13.3K 0.09% 113
2021
Q1 		$2.22M Buy
39,718
+13,020
+49% +$683K 0.1% 110
2020
Q4 		$1.1M Buy
26,698
+8,459
+46% +$317K 0.07% 89
2020
Q3 		$626K Sell
18,239
-127,925
-88% -$5.23M 0.05% 115
2020
Q2 		$6.54M Sell
146,164
-3,478
-2% -$156K 0.63% 21
2020
Q1 		$5.68M Sell
149,642
-549
-0.4% -$30.3K 0.81% 20
2019
Q4 		$10.5M Buy
150,191
+397
+0.3% +$27.5K 1.33% 13
2019
Q3 		$10.6M Buy
+149,794
New +$10.8M 1.3% 17

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

Evoke Wealth's XOM Position: Q1 2026 in Review

Evoke Wealth increased its ExxonMobil (XOM) stake by 9.4% in Q1 2026, buying an estimated $644K and bringing the position to 51,152 shares worth $8.68M. The position accounts for 0.16% of the portfolio, ranked #62.

Evoke Wealth first reported a position in XOM in Q3 2019 and has held it in 25 quarters since. The position peaked at $10.6M in Q3 2019. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Evoke Wealth held 51,152 shares of ExxonMobil worth $8.68M as of Q1 2026.
  • Evoke Wealth bought 4,414 ExxonMobil shares in Q1 2026, an estimated $644K.
  • ExxonMobil made up 0.16% of Evoke Wealth's portfolio in Q1 2026, its #62 holding.
  • Evoke Wealth first reported a position in ExxonMobil in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's ExxonMobil position peaked at $10.6M in Q3 2019.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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