Integrated Wealth Concepts’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $47.2M | Buy |
278,271
+116,500
| +72% | +$17M | 0.38% | 48 |
|
|
2025
Q4 | $19.5M | Sell |
161,771
-109,996
| -40% | -$12.8M | 0.23% | 98 |
|
|
2025
Q3 | $30.6M | Buy |
271,767
+10,943
| +4% | +$1.22M | 0.27% | 74 |
|
|
2025
Q2 | $28.1M | Buy |
260,824
+5,718
| +2% | +$611K | 0.28% | 73 |
|
|
2025
Q1 | $30.3M | Buy |
255,106
+7,326
| +3% | +$810K | 0.35% | 56 |
|
|
2024
Q4 | $26.7M | Buy |
247,780
+3,998
| +2% | +$468K | 0.31% | 66 |
|
|
2024
Q3 | $28.6M | Buy |
243,782
+30,657
| +14% | +$3.54M | 0.35% | 61 |
|
|
2024
Q2 | $24.5M | Buy |
213,125
+6,888
| +3% | +$802K | 0.34% | 68 |
|
|
2024
Q1 | $24M | Buy |
206,237
+4,244
| +2% | +$444K | 0.35% | 61 |
|
|
2023
Q4 | $20.2M | Sell |
201,993
-7,833
| -4% | -$823K | 0.33% | 66 |
|
|
2023
Q3 | $24.7M | Buy |
209,826
+3,276
| +2% | +$359K | 0.44% | 43 |
|
|
2023
Q2 | $22.2M | Buy |
206,550
+27,114
| +15% | +$2.96M | 0.38% | 56 |
|
|
2023
Q1 | $19.7M | Buy |
179,436
+53,387
| +42% | +$5.91M | 0.41% | 52 |
|
|
2022
Q4 | $13.9M | Buy |
126,049
+1,899
| +2% | +$203K | 0.38% | 57 |
|
|
2022
Q3 | $10.8M | Buy |
124,150
+4,505
| +4% | +$411K | 0.35% | 66 |
|
|
2022
Q2 | $10.2M | Buy |
119,645
+15,681
| +15% | +$1.41M | 0.32% | 69 |
|
|
2022
Q1 | $8.59M | Sell |
103,964
-112
| -0.1% | -$8.71K | 0.26% | 83 |
|
|
2021
Q4 | $6.37M | Sell |
104,076
-7,688
| -7% | -$480K | 0.19% | 103 |
|
|
2021
Q3 | $6.57M | Sell |
111,764
-1,130
| -1% | -$64.4K | 0.21% | 95 |
|
|
2021
Q2 | $7.12M | Buy |
112,894
+15,010
| +15% | +$896K | 0.25% | 84 |
|
|
2021
Q1 | $5.46M | Buy |
97,884
+34,058
| +53% | +$1.79M | 0.22% | 91 |
|
|
2020
Q4 | $2.63M | Buy |
63,826
+5,300
| +9% | +$199K | 0.12% | 130 |
|
|
2020
Q3 | $2.01M | Buy |
58,526
+9,285
| +19% | +$380K | 0.12% | 131 |
|
|
2020
Q2 | $2.2M | Buy |
49,241
+12,282
| +33% | +$551K | 0.16% | 105 |
|
|
2020
Q1 | $1.4M | Sell |
36,959
-1,898
| -5% | -$105K | 0.13% | 111 |
|
|
2019
Q4 | $2.71M | Buy |
38,857
+11,836
| +44% | +$818K | 0.23% | 81 |
|
|
2019
Q3 | $1.91M | Buy |
27,021
+781
| +3% | +$56.5K | 0.21% | 81 |
|
|
2019
Q2 | $1.88M | Buy |
26,240
+7,838
| +43% | +$607K | 0.25% | 80 |
|
|
2019
Q1 | $1.49M | Buy |
18,402
+1,760
| +11% | +$134K | 0.25% | 81 |
|
|
2018
Q4 | $1.14M | Buy |
16,642
+43
| +0.3% | +$3.37K | 0.31% | 78 |
|
|
2018
Q3 | $1.42M | Sell |
16,599
-279
| -2% | -$22.8K | 0.43% | 59 |
|
|
2018
Q2 | $1.38M | Buy |
16,878
+128
| +0.8% | +$10.2K | 0.47% | 48 |
|
|
2018
Q1 | $1.23M | Buy |
16,750
+601
| +4% | +$48K | 0.49% | 51 |
|
|
2017
Q4 | $1.41M | Buy |
+16,149
| New | +$1.34M | 0.6% | 33 |
|
Other funds holding XOM
VCM
VPM
Integrated Wealth Concepts's XOM Position: Q1 2026 in Review
Integrated Wealth Concepts increased its ExxonMobil (XOM) stake by 72% in Q1 2026, buying an estimated $17M and bringing the position to 278,271 shares worth $47.2M. The position accounts for 0.38% of the portfolio, ranked #48.
Integrated Wealth Concepts first reported a position in XOM in Q4 2017 and has held it in 34 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Integrated Wealth Concepts held 278,271 shares of ExxonMobil worth $47.2M as of Q1 2026.
- Integrated Wealth Concepts bought 116,500 ExxonMobil shares in Q1 2026, an estimated $17M.
- ExxonMobil made up 0.38% of Integrated Wealth Concepts's portfolio in Q1 2026, its #48 holding.
- Integrated Wealth Concepts first reported a position in ExxonMobil in Q4 2017 and has held it in 34 quarters since.
- 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.