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IAG Wealth Partners’s ExxonMobil XOM Stock Holding History

IAG Wealth Partners’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 		$175K Sell
1,033
-334
-24% -$48.7K 0.02% 127
2025
Q4 		$165K Buy
1,367
+41
+3% +$4.75K 0.02% 127
2025
Q3 		$150K Hold
1,326
– – 0.02% 134
2025
Q2 		$143K Hold
1,326
– – 0.02% 126
2025
Q1 		$158K Hold
1,326
– – 0.02% 116
2024
Q4 		$143K Buy
1,326
+795
+150% +$93K 0.03% 111
2024
Q3 		$62.2K Sell
531
-393
-43% -$45.4K 0.01% 168
2024
Q2 		$106K Sell
924
-919
-50% -$107K 0.02% 117
2024
Q1 		$214K Buy
1,843
+1,608
+684% +$168K 0.05% 89
2023
Q4 		$23.5K Sell
235
-36
-13% -$3.78K 0.01% 221
2023
Q3 		$31.9K Buy
271
+36
+15% +$3.95K 0.01% 183
2023
Q2 		$25.2K Sell
235
-200
-46% -$21.8K 0.01% 214
2023
Q1 		$47.7K Buy
435
+235
+118% +$26K 0.01% 148
2022
Q4 		$22.1K Hold
200
– – 0.01% 203
2022
Q3 		$17K Hold
200
– – 0.01% 219
2022
Q2 		$17K Hold
200
– – 0.01% 221
2022
Q1 		$17K Sell
200
-400
-67% -$31.1K 0.01% 241
2021
Q4 		$37K Hold
600
– – 0.01% 167
2021
Q3 		$36K Hold
600
– – 0.01% 151
2021
Q2 		$38K Hold
600
– – 0.01% 145
2021
Q1 		$34K Hold
600
– – 0.01% 142
2020
Q4 		$25K Sell
600
-185
-24% -$6.94K 0.01% 151
2020
Q3 		$27K Sell
785
-212
-21% -$8.67K 0.01% 142
2020
Q2 		$45K Sell
997
-97
-9% -$4.35K 0.02% 109
2020
Q1 		$42K Buy
1,094
+240
+28% +$13.3K 0.03% 99
2019
Q4 		$60K Buy
+854
New +$59.1K 0.04% 94

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

IAG Wealth Partners's XOM Position: Q1 2026 in Review

IAG Wealth Partners reduced its ExxonMobil (XOM) stake by 24% in Q1 2026, selling an estimated $48.7K and leaving 1,033 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #127.

IAG Wealth Partners first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $214K in Q1 2024. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • IAG Wealth Partners held 1,033 shares of ExxonMobil worth $175K as of Q1 2026.
  • IAG Wealth Partners sold 334 ExxonMobil shares in Q1 2026, an estimated $48.7K.
  • ExxonMobil made up 0.02% of IAG Wealth Partners's portfolio in Q1 2026, its #127 holding.
  • IAG Wealth Partners first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's ExxonMobil position peaked at $214K in Q1 2024.
  • 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.