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Finer Wealth Management’s ExxonMobil XOM Stock Holding History

Finer Wealth Management’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 		$4.31M Sell
25,375
-33
-0.1% -$4.82K 2.16% 13
2025
Q4 		$3.06M Buy
25,408
+278
+1% +$32.2K 1.48% 20
2025
Q3 		$2.83M Sell
25,130
-325
-1% -$36.1K 1.41% 23
2025
Q2 		$2.74M Sell
25,455
-202
-0.8% -$21.6K 1.47% 21
2025
Q1 		$3.05M Buy
25,657
+845
+3% +$93.5K 1.83% 16
2024
Q4 		$2.67M Sell
24,812
-423
-2% -$49.5K 1.53% 16
2024
Q3 		$2.96M Sell
25,235
-834
-3% -$96.3K 1.83% 15
2024
Q2 		$3M Sell
26,069
-495
-2% -$57.7K 1.94% 14
2024
Q1 		$3.09M Sell
26,564
-154
-0.6% -$16.1K 2.03% 14
2023
Q4 		$2.67M Sell
26,718
-817
-3% -$85.9K 1.99% 14
2023
Q3 		$3.24M Sell
27,535
-1,258
-4% -$138K 2.59% 10
2023
Q2 		$3.09M Buy
28,793
+476
+2% +$51.9K 2.41% 11
2023
Q1 		$3.11M Buy
28,317
+1,240
+5% +$137K 2.63% 10
2022
Q4 		$2.99M Buy
27,077
+539
+2% +$57.8K 2.79% 9
2022
Q3 		$2.32M Sell
26,538
-613
-2% -$56K 2.28% 13
2022
Q2 		$2.33M Buy
27,151
+4,468
+20% +$403K 2.12% 14
2022
Q1 		$1.87M Buy
22,683
+3,205
+16% +$249K 1.53% 25
2021
Q4 		$1.19M Buy
+19,478
New +$1.22M 0.99% 33

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

Finer Wealth Management's XOM Position: Q1 2026 in Review

Finer Wealth Management reduced its ExxonMobil (XOM) stake by 0.13% in Q1 2026, selling an estimated $4.82K and leaving 25,375 shares worth $4.31M. The position accounts for 2.16% of the portfolio, ranked #13.

Finer Wealth Management first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Finer Wealth Management held 25,375 shares of ExxonMobil worth $4.31M as of Q1 2026.
  • Finer Wealth Management sold 33 ExxonMobil shares in Q1 2026, an estimated $4.82K.
  • ExxonMobil made up 2.16% of Finer Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Finer Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.