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Helium Advisors’s ExxonMobil XOM Stock Holding History

Helium Advisors’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 		$476K Buy
2,809
+472
+20% +$68.9K 0.45% 51
2025
Q4 		$281K Sell
2,337
-369
-14% -$42.8K 0.28% 66
2025
Q3 		$305K Sell
2,706
-1,134
-30% -$126K 0.25% 63
2025
Q2 		$414K Sell
3,840
-419
-10% -$44.8K 0.26% 61
2025
Q1 		$507K Buy
4,259
+112
+3% +$12.4K 0.37% 50
2024
Q4 		$446K Buy
+4,147
New +$485K 0.35% 53

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

Helium Advisors's XOM Position: Q1 2026 in Review

Helium Advisors increased its ExxonMobil (XOM) stake by 20% in Q1 2026, buying an estimated $68.9K and bringing the position to 2,809 shares worth $476K. The position accounts for 0.45% of the portfolio, ranked #51.

Helium Advisors first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $507K in Q1 2025. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Helium Advisors held 2,809 shares of ExxonMobil worth $476K as of Q1 2026.
  • Helium Advisors bought 472 ExxonMobil shares in Q1 2026, an estimated $68.9K.
  • ExxonMobil made up 0.45% of Helium Advisors's portfolio in Q1 2026, its #51 holding.
  • Helium Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
  • Helium Advisors's ExxonMobil position peaked at $507K in Q1 2025.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.