Intellectus Partners’s ExxonMobil XOM Stock Holding History

Intellectus 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	$285K	Buy	1,677 +1	+0.1%	+$146	0.06%	248
2025 Q4	$202K	Buy	+1,676	New	+$194K	0.04%	275
2019 Q2	–	Sell	-92	Closed	-$7K	–	409
2019 Q1	$7K	Sell	92 -33	-26%	-$2.52K	﹤0.01%	378
2018 Q4	$9K	Sell	125 -4,035	-97%	-$317K	0.01%	204
2018 Q3	$354K	Sell	4,160 -78	-2%	-$6.38K	0.12%	177
2018 Q2	$351K	Sell	4,238 -151	-3%	-$12K	0.13%	171
2018 Q1	$328K	Buy	4,389 +8	+0.2%	+$639	0.11%	181
2017 Q4	$366K	Buy	4,381 +8	+0.2%	+$662	0.14%	163
2017 Q3	$358K	Sell	4,373 -1,779	-29%	-$141K	0.15%	157
2017 Q2	$497K	Buy	6,152 +41	+0.7%	+$3.35K	0.22%	107
2017 Q1	$501K	Sell	6,111 -47	-0.8%	-$3.93K	0.25%	105
2016 Q4	$556K	Buy	+6,158	New	+$538K	0.29%	92

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

Intellectus Partners's XOM Position: Q1 2026 in Review

Intellectus Partners increased its ExxonMobil (XOM) stake by 0.06% in Q1 2026, buying an estimated $146 and bringing the position to 1,677 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #248.

Intellectus Partners first reported a position in XOM in Q4 2016 and has held it in 12 quarters since. The position peaked at $556K in Q4 2016. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Intellectus Partners held 1,677 shares of ExxonMobil worth $285K as of Q1 2026.
Intellectus Partners bought 1 ExxonMobil share in Q1 2026, an estimated $146.
ExxonMobil made up 0.06% of Intellectus Partners's portfolio in Q1 2026, its #248 holding.
Intellectus Partners first reported a position in ExxonMobil in Q4 2016 and has held it in 12 quarters since.
Intellectus Partners's ExxonMobil position peaked at $556K in Q4 2016.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Intellectus Partners's 13F filing for Q1 2026, filed 10 Apr 2026.