Founders Grove Wealth Partners’s ExxonMobil XOM Stock Holding History

Founders Grove Wealth Partners’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	$1.65M	Sell	9,722 -327	-3%	-$47.7K	0.37%	57
2025 Q4	$1.21M	Buy	10,049 +1,646	+20%	+$191K	0.27%	73
2025 Q3	$947K	Sell	8,403 -924	-10%	-$103K	0.22%	76
2025 Q2	$1.01M	Sell	9,327 -346	-4%	-$37K	0.25%	71
2025 Q1	$1.15M	Sell	9,673 -35	-0.4%	-$3.87K	0.32%	62
2024 Q4	$1.04M	Buy	+9,708	New	+$1.14M	0.3%	67

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

Founders Grove Wealth Partners's XOM Position: Q1 2026 in Review

Founders Grove Wealth Partners reduced its ExxonMobil (XOM) stake by 3.3% in Q1 2026, selling an estimated $47.7K and leaving 9,722 shares worth $1.65M. The position accounts for 0.37% of the portfolio, ranked #57.

Founders Grove Wealth Partners first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,763 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Founders Grove Wealth Partners held 9,722 shares of ExxonMobil worth $1.65M as of Q1 2026.
Founders Grove Wealth Partners sold 327 ExxonMobil shares in Q1 2026, an estimated $47.7K.
ExxonMobil made up 0.37% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #57 holding.
Founders Grove Wealth Partners first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,763 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.