IWA
XOM icon

Icon Wealth Advisors’s ExxonMobil XOM Stock Holding History

Icon 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 		$23.6M Sell
152,392
-12,919
-8% -$1.89M 1.53% 18
2025
Q4 		$19.9M Buy
165,311
+8,527
+5% +$989K 1.32% 19
2025
Q3 		$17.7M Sell
156,784
-3,998
-2% -$444K 1.2% 20
2025
Q2 		$17.3M Buy
160,782
+8,721
+6% +$932K 1.23% 20
2025
Q1 		$18.1M Buy
152,061
+2,946
+2% +$326K 1.49% 15
2024
Q4 		$16M Sell
149,115
-4,935
-3% -$577K 1.32% 17
2024
Q3 		$18.1M Buy
154,050
+45,238
+42% +$5.22M 1.5% 14
2024
Q2 		$12.9M Sell
108,812
-46,090
-30% -$5.37M 1.15% 19
2024
Q1 		$18M Buy
154,902
+2,755
+2% +$288K 1.67% 13
2023
Q4 		$15.2M Buy
+152,147
New +$16M 1.58% 12
2022
Q4 		$19.9M Sell
180,813
-8,889
-5% -$952K 2.29% 7
2022
Q3 		$16.6M Buy
+189,702
New +$17.3M 2.01% 10

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

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

Icon Wealth Advisors reduced its ExxonMobil (XOM) stake by 7.8% in Q1 2026, selling an estimated $1.89M and leaving 152,392 shares worth $23.6M. The position accounts for 1.53% of the portfolio, ranked #18.

Icon Wealth Advisors first reported a position in XOM in Q3 2022 and has held it in 12 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Icon Wealth Advisors held 152,392 shares of ExxonMobil worth $23.6M as of Q1 2026.
  • Icon Wealth Advisors sold 12,919 ExxonMobil shares in Q1 2026, an estimated $1.89M.
  • ExxonMobil made up 1.53% of Icon Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Icon Wealth Advisors first reported a position in ExxonMobil in Q3 2022 and has held it in 12 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.