Intellus Advisors’s ExxonMobil XOM Stock Holding History

Intellus Advisors’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	$2.38M	Sell	14,057 -511	-4%	-$74.6K	0.33%	34
2025 Q4	$1.75M	Buy	14,568 +1	+0%	+$116	0.23%	39
2025 Q3	$1.64M	Sell	14,567 -62	-0.4%	-$6.89K	0.22%	39
2025 Q2	$1.58M	Sell	14,629 -14,504	-50%	-$1.55M	0.24%	38
2025 Q1	$3.46M	Sell	29,133 -11	-0%	-$1.22K	0.61%	28
2024 Q4	$3.14M	Buy	+29,144	New	+$3.41M	0.54%	30

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

Intellus Advisors's XOM Position: Q1 2026 in Review

Intellus Advisors reduced its ExxonMobil (XOM) stake by 3.5% in Q1 2026, selling an estimated $74.6K and leaving 14,057 shares worth $2.38M. The position accounts for 0.33% of the portfolio, ranked #34.

Intellus Advisors first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.46M in Q1 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Intellus Advisors held 14,057 shares of ExxonMobil worth $2.38M as of Q1 2026.
Intellus Advisors sold 511 ExxonMobil shares in Q1 2026, an estimated $74.6K.
ExxonMobil made up 0.33% of Intellus Advisors's portfolio in Q1 2026, its #34 holding.
Intellus Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
Intellus Advisors's ExxonMobil position peaked at $3.46M in Q1 2025.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.