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Frederick Financial Consultants’s ExxonMobil XOM Stock Holding History

Frederick Financial Consultants’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 		$772K Buy
4,552
+713
+19% +$104K 0.38% 45
2025
Q4 		$462K Buy
3,839
+78
+2% +$9.05K 0.25% 62
2025
Q3 		$424K Buy
3,761
+10
+0.3% +$1.11K 0.24% 60
2025
Q2 		$404K Sell
3,751
-298
-7% -$31.9K 0.25% 59
2025
Q1 		$482K Buy
4,049
+729
+22% +$80.6K 0.35% 51
2024
Q4 		$357K Buy
+3,320
New +$388K 0.29% 50

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

Frederick Financial Consultants's XOM Position: Q1 2026 in Review

Frederick Financial Consultants increased its ExxonMobil (XOM) stake by 19% in Q1 2026, buying an estimated $104K and bringing the position to 4,552 shares worth $772K. The position accounts for 0.38% of the portfolio, ranked #45.

Frederick Financial Consultants first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Frederick Financial Consultants held 4,552 shares of ExxonMobil worth $772K as of Q1 2026.
  • Frederick Financial Consultants bought 713 ExxonMobil shares in Q1 2026, an estimated $104K.
  • ExxonMobil made up 0.38% of Frederick Financial Consultants's portfolio in Q1 2026, its #45 holding.
  • Frederick Financial Consultants first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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