Financial Engines Advisors
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Financial Engines Advisors’s ExxonMobil XOM Stock Holding History

Financial Engines 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 		$4.38M Buy
25,812
+2,283
+10% +$333K 0.01% 153
2025
Q4 		$2.83M Sell
23,529
-17
-0.1% -$1.97K 0.01% 198
2025
Q3 		$2.65M Sell
23,546
-2,161
-8% -$240K 0.01% 205
2025
Q2 		$2.77M Buy
25,707
+8,972
+54% +$959K 0.01% 188
2025
Q1 		$1.99M Buy
16,735
+1,839
+12% +$203K ﹤0.01% 192
2024
Q4 		$1.6M Buy
14,896
+5,543
+59% +$648K ﹤0.01% 219
2024
Q3 		$1.1M Sell
9,353
-1,373
-13% -$159K ﹤0.01% 228
2024
Q2 		$1.23M Buy
10,726
+99
+0.9% +$11.5K ﹤0.01% 202
2024
Q1 		$1.24M Sell
10,627
-5,582
-34% -$584K ﹤0.01% 186
2023
Q4 		$1.62M Buy
16,209
+3,490
+27% +$367K ﹤0.01% 156
2023
Q3 		$1.5M Buy
12,719
+1,375
+12% +$151K ﹤0.01% 145
2023
Q2 		$1.22M Buy
11,344
+2,314
+26% +$252K ﹤0.01% 163
2023
Q1 		$990K Sell
9,030
-1,137
-11% -$126K ﹤0.01% 178
2022
Q4 		$1.12M Sell
10,167
-1,114
-10% -$119K ﹤0.01% 160
2022
Q3 		$985K Buy
11,281
+4,906
+77% +$448K ﹤0.01% 159
2022
Q2 		$545K Buy
6,375
+3,016
+90% +$272K ﹤0.01% 195
2022
Q1 		$277K Sell
3,359
-875
-21% -$68K ﹤0.01% 264
2021
Q4 		$259K Sell
4,234
-3,756
-47% -$235K ﹤0.01% 243
2021
Q3 		$470K Sell
7,990
-2,033
-20% -$116K ﹤0.01% 174
2021
Q2 		$632K Sell
10,023
-3,310
-25% -$198K ﹤0.01% 124
2021
Q1 		$744K Buy
13,333
+1,247
+10% +$65.4K ﹤0.01% 139
2020
Q4 		$498K Sell
12,086
-483
-4% -$18.1K ﹤0.01% 162
2020
Q3 		$431K Buy
12,569
+1,156
+10% +$47.3K ﹤0.01% 164
2020
Q2 		$510K Buy
+11,413
New +$512K ﹤0.01% 136
2018
Q4 		– Sell
-381
Closed -$32K – 183
2018
Q3 		$32K Buy
+381
New +$31.1K ﹤0.01% 71

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

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

Financial Engines Advisors increased its ExxonMobil (XOM) stake by 9.7% in Q1 2026, buying an estimated $333K and bringing the position to 25,812 shares worth $4.38M. The position accounts for 0.01% of the portfolio, ranked #153.

Financial Engines Advisors first reported a position in XOM in Q3 2018 and has held it in 25 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Financial Engines Advisors held 25,812 shares of ExxonMobil worth $4.38M as of Q1 2026.
  • Financial Engines Advisors bought 2,283 ExxonMobil shares in Q1 2026, an estimated $333K.
  • ExxonMobil made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #153 holding.
  • Financial Engines Advisors first reported a position in ExxonMobil in Q3 2018 and has held it in 25 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.