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High Net Worth Advisory Group’s ExxonMobil XOM Stock Holding History

High Net Worth Advisory Group’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 		$4.68M Sell
27,608
-549
-2% -$80.1K 1.09% 21
2025
Q4 		$3.39M Buy
28,157
+1,776
+7% +$206K 0.78% 33
2025
Q3 		$2.97M Sell
26,381
-4,729
-15% -$526K 0.72% 37
2025
Q2 		$3.35M Sell
31,110
-18
-0.1% -$1.92K 0.89% 32
2025
Q1 		$3.7M Sell
31,128
-91
-0.3% -$10.1K 1.04% 25
2024
Q4 		$3.36M Buy
31,219
+541
+2% +$63.3K 0.94% 27
2024
Q3 		$3.6M Sell
30,678
-806
-3% -$93.1K 0.99% 26
2024
Q2 		$3.62M Buy
31,484
+1,062
+3% +$124K 1.1% 24
2024
Q1 		$3.54M Buy
30,422
+1,145
+4% +$120K 1.11% 25
2023
Q4 		$2.93M Sell
29,277
-1,417
-5% -$149K 1.09% 22
2023
Q3 		$3.61M Buy
30,694
+475
+2% +$52.1K 1.45% 17
2023
Q2 		$3.24M Buy
30,219
+6,461
+27% +$705K 1.26% 18
2023
Q1 		$2.61M Sell
23,758
-702
-3% -$77.6K 1.06% 20
2022
Q4 		$2.7M Sell
24,460
-650
-3% -$69.6K 1.05% 18
2022
Q3 		$2.19M Buy
25,110
+1,100
+5% +$100K 0.94% 22
2022
Q2 		$2.06M Sell
24,010
-2,030
-8% -$183K 0.85% 26
2022
Q1 		$2.15M Sell
26,040
-11,271
-30% -$876K 0.78% 31
2021
Q4 		$2.28M Buy
+37,311
New +$2.33M 0.8% 31

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

High Net Worth Advisory Group's XOM Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its ExxonMobil (XOM) stake by 1.9% in Q1 2026, selling an estimated $80.1K and leaving 27,608 shares worth $4.68M. The position accounts for 1.09% of the portfolio, ranked #21.

High Net Worth Advisory Group first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • High Net Worth Advisory Group held 27,608 shares of ExxonMobil worth $4.68M as of Q1 2026.
  • High Net Worth Advisory Group sold 549 ExxonMobil shares in Q1 2026, an estimated $80.1K.
  • ExxonMobil made up 1.09% of High Net Worth Advisory Group's portfolio in Q1 2026, its #21 holding.
  • High Net Worth Advisory Group first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.