Gen-Wealth Partners’s ExxonMobil XOM Stock Holding History

Gen-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	$766K	Sell	4,514 -545	-11%	-$79.5K	0.24%	86
2025 Q4	$609K	Sell	5,059 -1,534	-23%	-$178K	0.2%	101
2025 Q3	$743K	Sell	6,593 -485	-7%	-$53.9K	0.25%	100
2025 Q2	$763K	Sell	7,078 -840	-11%	-$89.8K	0.29%	92
2025 Q1	$942K	Sell	7,918 -212	-3%	-$23.4K	0.39%	65
2024 Q4	$875K	Buy	8,130 +68	+0.8%	+$7.95K	0.38%	58
2024 Q3	$941K	Buy	8,062 +94	+1%	+$10.9K	0.41%	55
2024 Q2	$917K	Buy	7,968 +220	+3%	+$25.6K	0.44%	52
2024 Q1	$901K	Buy	+7,748	New	+$811K	0.45%	50

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

Gen-Wealth Partners's XOM Position: Q1 2026 in Review

Gen-Wealth Partners reduced its ExxonMobil (XOM) stake by 11% in Q1 2026, selling an estimated $79.5K and leaving 4,514 shares worth $766K. The position accounts for 0.24% of the portfolio, ranked #86.

Gen-Wealth Partners first reported a position in XOM in Q1 2024 and has held it in 9 quarters since. The position peaked at $942K in Q1 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Gen-Wealth Partners held 4,514 shares of ExxonMobil worth $766K as of Q1 2026.
Gen-Wealth Partners sold 545 ExxonMobil shares in Q1 2026, an estimated $79.5K.
ExxonMobil made up 0.24% of Gen-Wealth Partners's portfolio in Q1 2026, its #86 holding.
Gen-Wealth Partners first reported a position in ExxonMobil in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's ExxonMobil position peaked at $942K in Q1 2025.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.