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IBEX Wealth Advisors’s ExxonMobil XOM Stock Holding History

IBEX Wealth 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 		$15M Buy
+88,566
New +$12.9M 1.4% 21
2025
Q4 		– Sell
-6,361
Closed -$717K – 212
2025
Q3 		$717K Sell
6,361
-97
-2% -$10.8K 0.07% 137
2025
Q2 		$696K Buy
+6,458
New +$690K 0.07% 134
2025
Q1 		– Sell
-9,155
Closed -$985K – 220
2024
Q4 		$985K Buy
+9,155
New +$1.07M 0.12% 116
2024
Q3 		– Sell
-7,162
Closed -$824K – 281
2024
Q2 		$824K Sell
7,162
-23,181
-76% -$2.7M 0.13% 81
2024
Q1 		$3.35M Buy
30,343
+30,338
+606,760% +$3.17M 0.91% 41
2023
Q4 		$456 Sell
5
-29,205
-100% -$3.07M 0.1% 87
2023
Q3 		$3.43M Buy
+29,210
New +$3.2M 0.87% 40
2023
Q1 		$3.25M Sell
29,641
-702
-2% -$77.6K 0.84% 46
2022
Q4 		$3.35M Sell
30,343
-255
-0.8% -$27.3K 0.76% 45
2022
Q3 		$2.67M Sell
30,598
-6,415
-17% -$586K 0.69% 53
2022
Q2 		$3.17M Sell
37,013
-713
-2% -$64.3K 0.73% 51
2022
Q1 		$3.12M Buy
37,726
+33,316
+755% +$2.59M 0.6% 59
2021
Q4 		$270K Buy
4,410
+356
+9% +$22.3K 0.05% 155
2021
Q3 		$238K Buy
4,054
+103
+3% +$5.87K 0.05% 161
2021
Q2 		$249K Buy
+3,951
New +$236K 0.05% 155
2019
Q3 		– Sell
-9,486
Closed -$726K – 406
2019
Q2 		$726K Buy
+9,486
New +$734K 0.21% 108
2018
Q1 		– Sell
-5,424
Closed -$472K – 120
2017
Q4 		$472K Buy
5,424
+535
+11% +$44.2K 0.21% 73
2017
Q3 		$401K Sell
4,889
-336
-6% -$26.7K 0.15% 101
2017
Q2 		$418K Sell
5,225
-13,150
-72% -$1.08M 0.16% 101
2017
Q1 		$1.52M Buy
18,375
+12,946
+238% +$1.08M 0.93% 44
2016
Q4 		$466K Sell
5,429
-23,865
-81% -$2.09M 0.22% 89
2016
Q3 		$2.56M Buy
+29,294
New +$2.6M 1.4% 25

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

IBEX Wealth Advisors's XOM Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in ExxonMobil (XOM) in Q1 2026: 88,566 shares worth $15M. The stake represents 1.4% of the portfolio and ranks #21 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in XOM as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in XOM in Q3 2016 and has held it in 23 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • IBEX Wealth Advisors held 88,566 shares of ExxonMobil worth $15M as of Q1 2026.
  • ExxonMobil was a new IBEX Wealth Advisors position in Q1 2026.
  • ExxonMobil made up 1.4% of IBEX Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • IBEX Wealth Advisors first reported a position in ExxonMobil in Q3 2016 and has held it in 23 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.