Focus Partners Wealth
XOM icon

Focus Partners Wealth’s ExxonMobil XOM Stock Holding History

Focus Partners 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 		$503M Buy
2,968,005
+19,572
+0.7% +$2.86M 0.56% 39
2025
Q4 		$355M Buy
2,948,433
+527,658
+22% +$61.2M 0.4% 50
2025
Q3 		$273M Buy
2,420,775
+284,171
+13% +$31.6M 0.44% 49
2025
Q2 		$230M Buy
2,136,604
+56,660
+3% +$6.06M 0.5% 43
2025
Q1 		$247M Buy
2,079,944
+3,031
+0.1% +$335K 0.62% 35
2024
Q4 		$223M Buy
2,076,913
+735,408
+55% +$86M 0.58% 32
2024
Q3 		$157M Sell
1,341,505
-264,429
-16% -$30.5M 0.5% 40
2024
Q2 		$185M Buy
1,605,934
+837,947
+109% +$97.6M 0.62% 34
2024
Q1 		$89.3M Buy
767,987
+579,962
+308% +$60.7M 0.72% 29
2023
Q4 		$18.8M Buy
+188,025
New +$19.8M 0.25% 111

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

Focus Partners Wealth's XOM Position: Q1 2026 in Review

Focus Partners Wealth increased its ExxonMobil (XOM) stake by 0.66% in Q1 2026, buying an estimated $2.86M and bringing the position to 2,968,005 shares worth $503M. The position accounts for 0.56% of the portfolio, ranked #39.

Focus Partners Wealth first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Focus Partners Wealth held 2,968,005 shares of ExxonMobil worth $503M as of Q1 2026.
  • Focus Partners Wealth bought 19,572 ExxonMobil shares in Q1 2026, an estimated $2.86M.
  • ExxonMobil made up 0.56% of Focus Partners Wealth's portfolio in Q1 2026, its #39 holding.
  • Focus Partners Wealth first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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