IFS Advisors’s ExxonMobil XOM Stock Holding History

IFS 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	$133K	Buy	781 +570	+270%	+$83.2K	0.07%	32
2025 Q4	$25.4K	Hold	211	–	–	0.01%	62
2025 Q3	$23.8K	Hold	211	–	–	0.01%	63
2025 Q2	$22.7K	Sell	211 -2,216	-91%	-$237K	0.02%	57
2025 Q1	$289K	Buy	2,427 +70	+3%	+$7.74K	0.23%	13
2024 Q4	$254K	Buy	2,357 +2,216	+1,572%	+$259K	0.2%	14
2024 Q3	$16.5K	Hold	141	–	–	0.01%	48
2024 Q2	$16.2K	Hold	141	–	–	0.01%	45
2024 Q1	$16.4K	Hold	141	–	–	0.01%	44
2023 Q4	$14.1K	Hold	141	–	–	0.02%	44
2023 Q3	$16.6K	Hold	141	–	–	0.03%	42
2023 Q2	$15.1K	Hold	141	–	–	0.04%	41
2023 Q1	$15.5K	Hold	141	–	–	0.06%	40
2022 Q4	$15.6K	Hold	141	–	–	0.03%	43
2022 Q3	$12K	Hold	141	–	–	0.02%	42
2022 Q2	$12K	Hold	141	–	–	0.03%	44
2022 Q1	$11K	Hold	141	–	–	0.01%	58
2021 Q4	$8K	Buy	+141	New	+$8.81K	0.01%	78
2021 Q1	–	Sell	-141	Closed	-$5K	–	156
2020 Q4	$5K	Buy	+141	New	+$5.29K	﹤0.01%	129

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

IFS Advisors's XOM Position: Q1 2026 in Review

IFS Advisors increased its ExxonMobil (XOM) stake by 270% in Q1 2026, buying an estimated $83.2K and bringing the position to 781 shares worth $133K. The position accounts for 0.07% of the portfolio, ranked #32.

IFS Advisors first reported a position in XOM in Q4 2020 and has held it in 19 quarters since. The position peaked at $289K in Q1 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

IFS Advisors held 781 shares of ExxonMobil worth $133K as of Q1 2026.
IFS Advisors bought 570 ExxonMobil shares in Q1 2026, an estimated $83.2K.
ExxonMobil made up 0.07% of IFS Advisors's portfolio in Q1 2026, its #32 holding.
IFS Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's ExxonMobil position peaked at $289K in Q1 2025.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.