HWM
XOM icon

Heirloom Wealth Management’s ExxonMobil XOM Stock Holding History

Heirloom 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 		$15M Buy
88,354
+24,191
+38% +$3.53M 2.7% 12
2025
Q4 		$7.72M Buy
64,163
+450
+0.7% +$52.2K 1.78% 20
2025
Q3 		$7.18M Buy
63,713
+743
+1% +$82.6K 1.74% 22
2025
Q2 		$6.79M Buy
62,970
+100
+0.2% +$10.7K 1.79% 20
2025
Q1 		$7.48M Buy
62,870
+1,727
+3% +$191K 2.14% 16
2024
Q4 		$6.58M Buy
61,143
+3,469
+6% +$406K 1.97% 18
2024
Q3 		$6.76M Buy
57,674
+862
+2% +$99.5K 2.11% 18
2024
Q2 		$6.54M Sell
56,812
-509
-0.9% -$59.3K 2.12% 17
2024
Q1 		$6.66M Buy
57,321
+8,748
+18% +$915K 2.27% 16
2023
Q4 		$4.86M Buy
48,573
+494
+1% +$51.9K 1.86% 18
2023
Q3 		$5.65M Sell
48,079
-1,366
-3% -$150K 2.51% 14
2023
Q2 		$5.3M Sell
49,445
-38,403
-44% -$4.19M 2.3% 16
2023
Q1 		$9.63M Buy
87,848
+15,060
+21% +$1.67M 4.6% 9
2022
Q4 		$8.03M Buy
+72,788
New +$7.8M 5% 8
2022
Q2 		$6.31M Buy
69,627
+7,964
+13% +$718K 5.16% 9
2022
Q1 		$5.48M Buy
61,663
+6,026
+11% +$468K 3.81% 10
2021
Q4 		$4.05M Buy
+55,637
New +$3.48M 3.47% 13

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

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

Heirloom Wealth Management increased its ExxonMobil (XOM) stake by 38% in Q1 2026, buying an estimated $3.53M and bringing the position to 88,354 shares worth $15M. The position accounts for 2.7% of the portfolio, ranked #12.

Heirloom Wealth Management first reported a position in XOM in Q4 2021 and has held it in 17 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Heirloom Wealth Management held 88,354 shares of ExxonMobil worth $15M as of Q1 2026.
  • Heirloom Wealth Management bought 24,191 ExxonMobil shares in Q1 2026, an estimated $3.53M.
  • ExxonMobil made up 2.7% of Heirloom Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Heirloom Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 17 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.