FWL Investment Management’s ExxonMobil XOM Stock Holding History

FWL Investment 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	$205K	Buy	1,210 +177	+17%	+$25.8K	0.05%	101
2025 Q4	$124K	Buy	1,033 +297	+40%	+$34.4K	0.03%	104
2025 Q3	$83K	Sell	736 -28	-4%	-$3.11K	0.02%	123
2025 Q2	$82.4K	Buy	764 +28	+4%	+$2.99K	0.03%	128
2025 Q1	$87.5K	Buy	736 +171	+30%	+$18.9K	0.03%	118
2024 Q4	$60.8K	Hold	565	–	–	0.02%	140
2024 Q3	$66.2K	Hold	565	–	–	0.03%	111
2024 Q2	$65K	Buy	565 +281	+99%	+$32.7K	0.03%	87
2024 Q1	$33K	Hold	284	–	–	0.02%	119
2023 Q4	$28.4K	Sell	284 -271	-49%	-$28.5K	0.02%	117
2023 Q3	$65.3K	Buy	+555	New	+$60.9K	0.04%	74
2023 Q1	–	Sell	-394	Closed	-$43.5K	–	196
2022 Q4	$43.5K	Buy	+394	New	+$42.2K	0.03%	95

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

FWL Investment Management's XOM Position: Q1 2026 in Review

FWL Investment Management increased its ExxonMobil (XOM) stake by 17% in Q1 2026, buying an estimated $25.8K and bringing the position to 1,210 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #101.

FWL Investment Management first reported a position in XOM in Q4 2022 and has held it in 12 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

FWL Investment Management held 1,210 shares of ExxonMobil worth $205K as of Q1 2026.
FWL Investment Management bought 177 ExxonMobil shares in Q1 2026, an estimated $25.8K.
ExxonMobil made up 0.05% of FWL Investment Management's portfolio in Q1 2026, its #101 holding.
FWL Investment Management first reported a position in ExxonMobil in Q4 2022 and has held it in 12 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.