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
2023 Q1	–	Sell	-100,000	Closed	-$11M	–	133
2022 Q4	$11M	Buy	+100,000	New	+$10.7M	2.83%	4

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

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.