Greenline Wealth Management’s ExxonMobil XOM Stock Holding History

Greenline Wealth 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	–	Sell	-61	Closed	-$7.34K	–	525
2025 Q4	$7.34K	Buy	+61	New	+$7.08K	0.01%	351

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Greenline Wealth Management's XOM Position: Q1 2026 in Review

Greenline Wealth Management sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 61 shares — an estimated $7.34K sold.

Greenline Wealth Management first reported a position in XOM in Q4 2025 and held it in 1 quarter. The position peaked at $7.34K in Q4 2025. 4,787 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Greenline Wealth Management reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
Greenline Wealth Management sold 61 ExxonMobil shares in Q1 2026, an estimated $7.34K.
Greenline Wealth Management first reported a position in ExxonMobil in Q4 2025 and held it in 1 quarter.
Greenline Wealth Management's ExxonMobil position peaked at $7.34K in Q4 2025.
4,787 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.