IFC Advisors’s ExxonMobil XOM Stock Holding History

IFC 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	$5.48M	Sell	32,295 -787	-2%	-$115K	0.78%	26
2025 Q4	$3.98M	Buy	33,082 +2,687	+9%	+$312K	0.58%	35
2025 Q3	$3.43M	Sell	30,395 -1,027	-3%	-$114K	0.63%	33
2025 Q2	$3.39M	Buy	31,422 +17,506	+126%	+$1.87M	0.63%	34
2025 Q1	$1.66M	Buy	13,916 +218	+2%	+$24.1K	0.35%	60
2024 Q4	$1.47M	Buy	+13,698	New	+$1.6M	0.32%	65

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

IFC Advisors's XOM Position: Q1 2026 in Review

IFC Advisors reduced its ExxonMobil (XOM) stake by 2.4% in Q1 2026, selling an estimated $115K and leaving 32,295 shares worth $5.48M. The position accounts for 0.78% of the portfolio, ranked #26.

IFC Advisors first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

IFC Advisors held 32,295 shares of ExxonMobil worth $5.48M as of Q1 2026.
IFC Advisors sold 787 ExxonMobil shares in Q1 2026, an estimated $115K.
ExxonMobil made up 0.78% of IFC Advisors's portfolio in Q1 2026, its #26 holding.
IFC Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.