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Insight Wealth Partners’s ExxonMobil XOM Stock Holding History

Insight Wealth Partners’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 		$1.6M Buy
9,416
+240
+3% +$35K 0.22% 41
2025
Q4 		$1.1M Sell
9,176
-753
-8% -$87.3K 0.15% 45
2025
Q3 		$1.12M Buy
9,929
+570
+6% +$63.4K 0.34% 42
2025
Q2 		$1.01M Buy
9,359
+155
+2% +$16.6K 0.39% 42
2025
Q1 		$1.09M Buy
9,204
+43
+0.5% +$4.75K 0.18% 38
2024
Q4 		$985K Sell
9,161
-10
-0.1% -$1.17K 0.14% 41
2024
Q3 		$1.07M Buy
9,171
+1,363
+17% +$157K 0.21% 40
2024
Q2 		$899K Buy
7,808
+366
+5% +$42.6K 0.16% 36
2024
Q1 		$865K Buy
7,442
+3
+0% +$314 0.15% 39
2023
Q4 		$744K Sell
7,439
-146
-2% -$15.3K 0.13% 41
2023
Q3 		$892K Buy
7,585
+3
+0% +$329 0.17% 30
2023
Q2 		$813K Buy
7,582
+3
+0% +$327 0.19% 38
2023
Q1 		$831K Buy
7,579
+3
+0% +$332 0.19% 32
2022
Q4 		$836K Sell
7,576
-2,930
-28% -$314K 0.63% 25
2022
Q3 		$917K Sell
10,506
-697
-6% -$63.6K 0.87% 25
2022
Q2 		$959K Buy
11,203
+1,003
+10% +$90.5K 0.72% 24
2022
Q1 		$842K Buy
10,200
+4
+0% +$311 0.47% 31
2021
Q4 		$624K Buy
10,196
+5,219
+105% +$326K 0.12% 41
2021
Q3 		$293K Sell
4,977
-25
-0.5% -$1.43K 0.16% 49
2021
Q2 		$316K Buy
5,002
+5
+0.1% +$299 0.17% 47
2021
Q1 		$279K Buy
4,997
+5
+0.1% +$262 0.14% 45
2020
Q4 		$206K Buy
+4,992
New +$187K 0.13% 49
2020
Q1 		– Sell
-3,828
Closed -$267K – 41
2019
Q4 		$267K Buy
+3,828
New +$265K 0.26% 38

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

Insight Wealth Partners's XOM Position: Q1 2026 in Review

Insight Wealth Partners increased its ExxonMobil (XOM) stake by 2.6% in Q1 2026, buying an estimated $35K and bringing the position to 9,416 shares worth $1.6M. The position accounts for 0.22% of the portfolio, ranked #41.

Insight Wealth Partners first reported a position in XOM in Q4 2019 and has held it in 23 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Insight Wealth Partners held 9,416 shares of ExxonMobil worth $1.6M as of Q1 2026.
  • Insight Wealth Partners bought 240 ExxonMobil shares in Q1 2026, an estimated $35K.
  • ExxonMobil made up 0.22% of Insight Wealth Partners's portfolio in Q1 2026, its #41 holding.
  • Insight Wealth Partners first reported a position in ExxonMobil in Q4 2019 and has held it in 23 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.