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Inlet Private Wealth’s ExxonMobil XOM Stock Holding History

Inlet Private Wealth’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 		$2.8M Sell
16,484
-2,515
-13% -$367K 0.71% 50
2025
Q4 		$2.29M Sell
18,999
-998
-5% -$116K 0.53% 56
2025
Q3 		$2.25M Buy
19,997
+1,076
+6% +$120K 0.51% 60
2025
Q2 		$2.04M Hold
18,921
– – 0.5% 59
2025
Q1 		$2.25M Sell
18,921
-750
-4% -$82.9K 0.59% 54
2024
Q4 		$2.12M Sell
19,671
-1,732
-8% -$203K 0.56% 59
2024
Q3 		$2.51M Hold
21,403
– – 0.64% 53
2024
Q2 		$2.46M Buy
21,403
+819
+4% +$95.4K 0.67% 46
2024
Q1 		$2.39M Hold
20,584
– – 0.67% 51
2023
Q4 		$2.06M Buy
20,584
+148
+0.7% +$15.6K 0.63% 52
2023
Q3 		$2.4M Sell
20,436
-350,082
-94% -$38.4M 0.79% 48
2023
Q2 		$39.7M Sell
370,518
-150
-0% -$16.4K 10.03% 1
2023
Q1 		$40.6M Sell
370,668
-44,804
-11% -$4.96M 10.57% 1
2022
Q4 		$45.8M Sell
415,472
-1,351
-0.3% -$145K 11.77% 1
2022
Q3 		$36.4M Buy
416,823
+63
+0% +$5.75K 10.85% 1
2022
Q2 		$35.7M Sell
416,760
-26,722
-6% -$2.41M 10.19% 1
2022
Q1 		$36.6M Buy
443,482
+245
+0.1% +$19K 9.15% 1
2021
Q4 		$27.1M Buy
443,237
+126
+0% +$7.88K 6.58% 1
2021
Q3 		$26.1M Sell
443,111
-16,401
-4% -$935K 6.99% 1
2021
Q2 		$29M Sell
459,512
-2,983
-0.6% -$178K 7.6% 1
2021
Q1 		$25.8M Buy
462,495
+1,477
+0.3% +$77.4K 7.39% 1
2020
Q4 		$19M Sell
461,018
-3,276
-0.7% -$123K 6.21% 1
2020
Q3 		$15.9M Sell
464,294
-766
-0.2% -$31.3K 6.21% 2
2020
Q2 		$20.8M Buy
465,060
+1,520
+0.3% +$68.2K 8.3% 1
2020
Q1 		$17.6M Buy
463,540
+100
+0% +$5.52K 8.16% 1
2019
Q4 		$32.3M Buy
463,440
+11,761
+3% +$813K 10.71% 1
2019
Q3 		$31.9M Buy
451,679
+60
+0% +$4.34K 11.81% 1
2019
Q2 		$35.1M Sell
451,619
-5,326
-1% -$412K 12.6% 1
2019
Q1 		$36.9M Sell
456,945
-257,187
-36% -$19.6M 14.84% 1
2018
Q4 		$48.7M Buy
+714,132
New +$56M 26.2% 1

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

Inlet Private Wealth's XOM Position: Q1 2026 in Review

Inlet Private Wealth reduced its ExxonMobil (XOM) stake by 13% in Q1 2026, selling an estimated $367K and leaving 16,484 shares worth $2.8M. The position accounts for 0.71% of the portfolio, ranked #50.

Inlet Private Wealth first reported a position in XOM in Q4 2018 and has held it in 30 quarters since. The position peaked at $48.7M in Q4 2018. 4,763 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Inlet Private Wealth held 16,484 shares of ExxonMobil worth $2.8M as of Q1 2026.
  • Inlet Private Wealth sold 2,515 ExxonMobil shares in Q1 2026, an estimated $367K.
  • ExxonMobil made up 0.71% of Inlet Private Wealth's portfolio in Q1 2026, its #50 holding.
  • Inlet Private Wealth first reported a position in ExxonMobil in Q4 2018 and has held it in 30 quarters since.
  • Inlet Private Wealth's ExxonMobil position peaked at $48.7M in Q4 2018.
  • 4,763 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.