High Note Wealth’s ExxonMobil XOM Stock Holding History

High Note Wealth’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	$2.26M	Buy	13,341 +1,214	+10%	+$177K	0.44%	48
2025 Q4	$1.46M	Buy	12,127 +11,939	+6,351%	+$1.38M	0.29%	55
2025 Q3	$21.2K	Buy	188 +8	+4%	+$889	﹤0.01%	245
2025 Q2	$19.4K	Sell	180 -14,884	-99%	-$1.59M	﹤0.01%	242
2025 Q1	$1.79M	Sell	15,064 -31	-0.2%	-$3.43K	0.44%	43
2024 Q4	$1.62M	Sell	15,095 -8	-0.1%	-$936	0.42%	41
2024 Q3	$1.77M	Sell	15,103 -40	-0.3%	-$4.62K	0.51%	38
2024 Q2	$1.74M	Buy	+15,143	New	+$1.76M	0.53%	39

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

High Note Wealth's XOM Position: Q1 2026 in Review

High Note Wealth increased its ExxonMobil (XOM) stake by 10% in Q1 2026, buying an estimated $177K and bringing the position to 13,341 shares worth $2.26M. The position accounts for 0.44% of the portfolio, ranked #48.

High Note Wealth first reported a position in XOM in Q2 2024 and has held it in 8 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

High Note Wealth held 13,341 shares of ExxonMobil worth $2.26M as of Q1 2026.
High Note Wealth bought 1,214 ExxonMobil shares in Q1 2026, an estimated $177K.
ExxonMobil made up 0.44% of High Note Wealth's portfolio in Q1 2026, its #48 holding.
High Note Wealth first reported a position in ExxonMobil in Q2 2024 and has held it in 8 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.