ForthRight Wealth Management’s ExxonMobil XOM Stock Holding History

ForthRight 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	$680K	Buy	4,006 +45	+1%	+$6.57K	0.19%	41
2025 Q4	$477K	Buy	3,961 +161	+4%	+$18.7K	0.14%	47
2025 Q3	$429K	Buy	3,800 +166	+5%	+$18.5K	0.12%	48
2025 Q2	$392K	Hold	3,634	–	–	0.12%	49
2025 Q1	$432K	Sell	3,634 -543	-13%	-$60.1K	0.14%	43
2024 Q4	$449K	Buy	4,177 +543	+15%	+$63.5K	0.15%	42
2024 Q3	$426K	Hold	3,634	–	–	0.14%	42
2024 Q2	$418K	Sell	3,634 -94	-3%	-$10.9K	0.15%	42
2024 Q1	$433K	Hold	3,728	–	–	0.16%	42
2023 Q4	$373K	Buy	3,728 +94	+3%	+$9.88K	0.14%	42
2023 Q3	$427K	Sell	3,634 -250	-6%	-$27.4K	0.18%	40
2023 Q2	$417K	Buy	3,884 +252	+7%	+$27.5K	0.17%	38
2023 Q1	$398K	Hold	3,632	–	–	0.18%	36
2022 Q4	$401K	Hold	3,632	–	–	0.2%	34
2022 Q3	$317K	Buy	3,632 +227	+7%	+$20.7K	0.19%	36
2022 Q2	$292K	Buy	+3,405	New	+$307K	0.16%	37
2021 Q3	–	Sell	-3,598	Closed	-$227K	–	41
2021 Q2	$227K	Buy	3,598 +13	+0.4%	+$776	0.14%	33
2021 Q1	$200K	Sell	3,585 -159	-4%	-$8.34K	0.14%	35
2020 Q4	$154K	Buy	+3,744	New	+$140K	0.12%	36

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

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

ForthRight Wealth Management increased its ExxonMobil (XOM) stake by 1.1% in Q1 2026, buying an estimated $6.57K and bringing the position to 4,006 shares worth $680K. The position accounts for 0.19% of the portfolio, ranked #41.

ForthRight Wealth Management first reported a position in XOM in Q4 2020 and has held it in 19 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

ForthRight Wealth Management held 4,006 shares of ExxonMobil worth $680K as of Q1 2026.
ForthRight Wealth Management bought 45 ExxonMobil shares in Q1 2026, an estimated $6.57K.
ExxonMobil made up 0.19% of ForthRight Wealth Management's portfolio in Q1 2026, its #41 holding.
ForthRight Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 19 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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