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FRG Family Wealth Advisors’s ExxonMobil XOM Stock Holding History

FRG Family Wealth Advisors’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 		$1.93M Sell
11,354
-125
-1% -$18.2K 0.32% 56
2025
Q4 		$1.38M Buy
11,479
+84
+0.7% +$9.74K 0.21% 74
2025
Q3 		$1.28M Sell
11,395
-150
-1% -$16.7K 0.21% 73
2025
Q2 		$1.24M Buy
11,545
+470
+4% +$50.2K 0.22% 73
2025
Q1 		$1.32M Sell
11,075
-2,130
-16% -$236K 0.25% 62
2024
Q4 		$1.42M Hold
13,205
– – 0.26% 58
2024
Q3 		$1.55M Hold
13,205
– – 0.28% 57
2024
Q2 		$1.51M Buy
13,205
+1,926
+17% +$224K 0.29% 55
2024
Q1 		$1.33M Buy
11,279
+2,105
+23% +$220K 0.26% 60
2023
Q4 		$917K Hold
9,174
– – 0.19% 79
2023
Q3 		$1.08M Sell
9,174
-50
-0.5% -$5.48K 0.24% 69
2023
Q2 		$989K Buy
9,224
+1,225
+15% +$134K 0.22% 77
2023
Q1 		$877K Sell
7,999
-840
-10% -$92.9K 0.2% 82
2022
Q4 		$975K Hold
8,839
– – 0.23% 80
2022
Q3 		$772K Hold
8,839
– – 0.19% 83
2022
Q2 		$757K Hold
8,839
– – 0.17% 87
2022
Q1 		$730K Buy
8,839
+1,328
+18% +$103K 0.14% 90
2021
Q4 		$460K Buy
7,511
+480
+7% +$30K 0.09% 109
2021
Q3 		$414K Buy
7,031
+370
+6% +$21.1K 0.08% 106
2021
Q2 		$420K Sell
6,661
-44
-0.7% -$2.63K 0.08% 106
2021
Q1 		$374K Sell
6,705
-2,266
-25% -$119K 0.08% 108
2020
Q4 		$370K Sell
8,971
-6,942
-44% -$260K 0.08% 106
2020
Q3 		$546K Sell
15,913
-5,100
-24% -$208K 0.13% 90
2020
Q2 		$940K Sell
21,013
-1,715
-8% -$76.9K 0.25% 65
2020
Q1 		$863K Sell
22,728
-6,225
-22% -$344K 0.26% 66
2019
Q4 		$2.02M Sell
28,953
-15,737
-35% -$1.09M 0.49% 51
2019
Q3 		$3.16M Sell
44,690
-2,364
-5% -$171K 0.81% 35
2019
Q2 		$3.61M Sell
47,054
-270
-0.6% -$20.9K 0.95% 34
2019
Q1 		$3.82M Buy
47,324
+9,491
+25% +$724K 1.08% 30
2018
Q4 		$2.58M Sell
37,833
-6,030
-14% -$473K 0.84% 36
2018
Q3 		$3.73M Buy
43,863
+3,852
+10% +$315K 1.02% 27
2018
Q2 		$3.31M Buy
40,011
+2,754
+7% +$219K 0.99% 26
2018
Q1 		$2.78M Sell
37,257
-619
-2% -$49.5K 0.92% 38
2017
Q4 		$3.17M Sell
37,876
-57
-0.2% -$4.71K 1.02% 31
2017
Q3 		$3.11M Buy
37,933
+90
+0.2% +$7.15K 1.07% 29
2017
Q2 		$3.06M Buy
37,843
+965
+3% +$79K 1.13% 25
2017
Q1 		$3.09M Buy
36,878
+1,112
+3% +$92.9K 1.2% 24
2016
Q4 		$3.23M Buy
35,766
+2,577
+8% +$225K 1.35% 21
2016
Q3 		$2.9M Buy
33,189
+130
+0.4% +$11.5K 1.3% 22
2016
Q2 		$3.1M Buy
33,059
+736
+2% +$65.1K 1.4% 20
2016
Q1 		$2.73M Sell
32,323
-1,237
-4% -$99.1K 1.32% 20
2015
Q4 		$2.62M Buy
+33,560
New +$2.68M 1.27% 21

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

FRG Family Wealth Advisors's XOM Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its ExxonMobil (XOM) stake by 1.1% in Q1 2026, selling an estimated $18.2K and leaving 11,354 shares worth $1.93M. The position accounts for 0.32% of the portfolio, ranked #56.

FRG Family Wealth Advisors first reported a position in XOM in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.82M in Q1 2019. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • FRG Family Wealth Advisors held 11,354 shares of ExxonMobil worth $1.93M as of Q1 2026.
  • FRG Family Wealth Advisors sold 125 ExxonMobil shares in Q1 2026, an estimated $18.2K.
  • ExxonMobil made up 0.32% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #56 holding.
  • FRG Family Wealth Advisors first reported a position in ExxonMobil in Q4 2015 and has held it in 42 quarters since.
  • FRG Family Wealth Advisors's ExxonMobil position peaked at $3.82M in Q1 2019.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.