IFWM
XOM icon

Institute for Wealth Management’s ExxonMobil XOM Stock Holding History

Institute for Wealth Management’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 		$997K Sell
5,875
-156
-3% -$22.8K 0.11% 198
2025
Q4 		$726K Sell
6,031
-22
-0.4% -$2.55K 0.08% 244
2025
Q3 		$682K Sell
6,053
-34
-0.6% -$3.78K 0.07% 262
2025
Q2 		$656K Sell
6,087
-223
-4% -$23.8K 0.07% 261
2025
Q1 		$750K Sell
6,310
-116
-2% -$12.8K 0.1% 236
2024
Q4 		$691K Sell
6,426
-317
-5% -$37.1K 0.09% 234
2024
Q3 		$790K Sell
6,743
-135
-2% -$15.6K 0.1% 214
2024
Q2 		$792K Buy
6,878
+1,329
+24% +$155K 0.11% 204
2024
Q1 		$645K Sell
5,549
-609
-10% -$63.7K 0.08% 239
2023
Q4 		$616K Sell
6,158
-254
-4% -$26.7K 0.1% 230
2023
Q3 		$754K Sell
6,412
-339
-5% -$37.2K 0.14% 185
2023
Q2 		$724K Sell
6,751
-490
-7% -$53.5K 0.12% 200
2023
Q1 		$794K Sell
7,241
-130
-2% -$14.4K 0.15% 171
2022
Q4 		$813K Buy
7,371
+159
+2% +$17K 0.17% 164
2022
Q3 		$630K Buy
7,212
+29
+0.4% +$2.65K 0.14% 191
2022
Q2 		$615K Sell
7,183
-207
-3% -$18.7K 0.12% 221
2022
Q1 		$610K Sell
7,390
-106
-1% -$8.24K 0.1% 250
2021
Q4 		$459K Sell
7,496
-545
-7% -$34.1K 0.07% 294
2021
Q3 		$473K Buy
8,041
+6
+0.1% +$342 0.08% 286
2021
Q2 		$507K Sell
8,035
-945
-11% -$56.4K 0.09% 270
2021
Q1 		$501K Sell
8,980
-1,441
-14% -$75.5K 0.1% 263
2020
Q4 		$430K Sell
10,421
-3,269
-24% -$123K 0.09% 279
2020
Q3 		$470K Sell
13,690
-4,145
-23% -$169K 0.11% 237
2020
Q2 		$798K Buy
17,835
+153
+0.9% +$6.86K 0.2% 138
2020
Q1 		$671K Sell
17,682
-1,165
-6% -$64.3K 0.21% 138
2019
Q4 		$1.31M Sell
18,847
-534
-3% -$36.9K 0.3% 88
2019
Q3 		$1.37M Sell
19,381
-3,410
-15% -$247K 0.34% 74
2019
Q2 		$1.75M Buy
22,791
+7,737
+51% +$599K 0.39% 59
2019
Q1 		$1.22M Sell
15,054
-14,129
-48% -$1.08M 0.26% 104
2018
Q4 		$1.99M Buy
29,183
+10,145
+53% +$796K 0.82% 31
2018
Q3 		$1.64M Sell
19,038
-8,626
-31% -$705K 0.55% 53
2018
Q2 		$2.29M Buy
27,664
+2,340
+9% +$186K 0.73% 33
2018
Q1 		$2M Buy
25,324
+6,097
+32% +$487K 0.59% 44
2017
Q4 		$1.61M Sell
19,227
-1,745
-8% -$144K 0.37% 84
2017
Q3 		$1.72M Sell
20,972
-1
-0% -$79 0.56% 51
2017
Q2 		$1.69M Buy
+20,973
New +$1.72M 0.47% 49
2013
Q3 		– Sell
-800
Closed -$72K – 122
2013
Q2 		$72K Buy
+800
New +$72K 0.06% 47

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

Institute for Wealth Management's XOM Position: Q1 2026 in Review

Institute for Wealth Management reduced its ExxonMobil (XOM) stake by 2.6% in Q1 2026, selling an estimated $22.8K and leaving 5,875 shares worth $997K. The position accounts for 0.11% of the portfolio, ranked #198.

Institute for Wealth Management first reported a position in XOM in Q2 2013 and has held it in 37 quarters since. The position peaked at $2.29M in Q2 2018. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Institute for Wealth Management held 5,875 shares of ExxonMobil worth $997K as of Q1 2026.
  • Institute for Wealth Management sold 156 ExxonMobil shares in Q1 2026, an estimated $22.8K.
  • ExxonMobil made up 0.11% of Institute for Wealth Management's portfolio in Q1 2026, its #198 holding.
  • Institute for Wealth Management first reported a position in ExxonMobil in Q2 2013 and has held it in 37 quarters since.
  • Institute for Wealth Management's ExxonMobil position peaked at $2.29M in Q2 2018.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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