GWM
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Greenwich Wealth Management’s ExxonMobil XOM Stock Holding History

Greenwich 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 		$1.99M Sell
11,753
-22
-0.2% -$3.21K 0.08% 118
2025
Q4 		$1.42M Sell
11,775
-161
-1% -$18.7K 0.06% 133
2025
Q3 		$1.35M Sell
11,936
-147
-1% -$16.3K 0.07% 130
2025
Q2 		$1.3M Sell
12,083
-77
-0.6% -$8.23K 0.06% 112
2025
Q1 		$1.45M Sell
12,160
-1,450
-11% -$160K 0.11% 100
2024
Q4 		$1.46M Buy
13,610
+667
+5% +$78K 0.1% 98
2024
Q3 		$1.52M Buy
12,943
+165
+1% +$19.1K 0.1% 95
2024
Q2 		$1.47M Sell
12,778
-9
-0.1% -$1.05K 0.11% 92
2024
Q1 		$1.49M Buy
12,787
+13
+0.1% +$1.36K 0.12% 90
2023
Q4 		$1.28M Sell
12,774
-324
-2% -$34.1K 0.13% 90
2023
Q3 		$1.54M Sell
13,098
-1,053
-7% -$115K 0.16% 79
2023
Q2 		$1.52M Sell
14,151
-393
-3% -$42.9K 0.16% 87
2023
Q1 		$1.59M Sell
14,544
-775
-5% -$85.7K 0.17% 81
2022
Q4 		$1.69M Sell
15,319
-744
-5% -$79.7K 0.19% 77
2022
Q3 		$1.4M Buy
16,063
+104
+0.7% +$9.49K 0.15% 84
2022
Q2 		$1.37M Buy
15,959
+430
+3% +$38.8K 0.18% 88
2022
Q1 		$1.28M Sell
15,529
-1,595
-9% -$124K 0.13% 96
2021
Q4 		$1.05M Sell
17,124
-50
-0.3% -$3.13K 0.09% 109
2021
Q3 		$1.01M Buy
17,174
+3,314
+24% +$189K 0.08% 112
2021
Q2 		$874K Buy
13,860
+1,592
+13% +$95K 0.07% 118
2021
Q1 		$685K Sell
12,268
-528
-4% -$27.7K 0.05% 125
2020
Q4 		$527K Sell
12,796
-409
-3% -$15.3K 0.05% 125
2020
Q3 		$453K Sell
13,205
-330
-2% -$13.5K 0.08% 123
2020
Q2 		$605K Buy
13,535
+501
+4% +$22.5K 0.12% 106
2020
Q1 		$495K Buy
13,034
+2,085
+19% +$115K 0.11% 100
2019
Q4 		$764K Buy
10,949
+41
+0.4% +$2.83K 0.15% 94
2019
Q3 		$770K Buy
10,908
+5,975
+121% +$432K 0.15% 99
2019
Q2 		$378K Sell
4,933
-1
-0% -$77 0.07% 139
2019
Q1 		$399K Sell
4,934
-336
-6% -$25.6K 0.07% 127
2018
Q4 		$359K Buy
5,270
+1,288
+32% +$101K 0.07% 131
2018
Q3 		$339K Buy
3,982
+438
+12% +$35.8K 0.06% 142
2018
Q2 		$293K Buy
+3,544
New +$282K 0.05% 146
2018
Q1 		– Sell
-2,549
Closed -$213K – 195
2017
Q4 		$213K Buy
2,549
+102
+4% +$8.44K 0.04% 168
2017
Q3 		$201K Buy
+2,447
New +$194K 0.03% 166
2017
Q2 		– Sell
-3,302
Closed -$271K – 196
2017
Q1 		$271K Buy
+3,302
New +$276K 0.04% 143
2015
Q4 		– Sell
-29,252
Closed -$2.17M – 171
2015
Q3 		$2.17M Sell
29,252
-32,003
-52% -$2.47M 0.53% 56
2015
Q2 		$5.1M Sell
61,255
-6
-0% -$516 0.65% 55
2015
Q1 		$5.21M Sell
61,261
-1,039
-2% -$92.1K 0.59% 54
2014
Q4 		$5.76M Buy
62,300
+1,911
+3% +$178K 0.38% 57
2014
Q3 		$5.68M Buy
60,389
+9
+0% +$896 0.38% 65
2014
Q2 		$6.08M Hold
60,380
– – 0.4% 63
2014
Q1 		$5.9M Sell
60,380
-59
-0.1% -$5.62K 0.41% 62
2013
Q4 		$6.12M Hold
60,439
– – 0.62% 59
2013
Q3 		$5.2M Buy
60,439
+59
+0.1% +$5.32K 0.37% 62
2013
Q2 		$5.46M Buy
+60,380
New +$5.43M 0.4% 61

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

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

Greenwich Wealth Management reduced its ExxonMobil (XOM) stake by 0.19% in Q1 2026, selling an estimated $3.21K and leaving 11,753 shares worth $1.99M. The position accounts for 0.08% of the portfolio, ranked #118.

Greenwich Wealth Management first reported a position in XOM in Q2 2013 and has held it in 45 quarters since. The position peaked at $6.12M in Q4 2013. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Greenwich Wealth Management held 11,753 shares of ExxonMobil worth $1.99M as of Q1 2026.
  • Greenwich Wealth Management sold 22 ExxonMobil shares in Q1 2026, an estimated $3.21K.
  • ExxonMobil made up 0.08% of Greenwich Wealth Management's portfolio in Q1 2026, its #118 holding.
  • Greenwich Wealth Management first reported a position in ExxonMobil in Q2 2013 and has held it in 45 quarters since.
  • Greenwich Wealth Management's ExxonMobil position peaked at $6.12M in Q4 2013.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.