Investmark Advisory Group’s ExxonMobil XOM Stock Holding History

Investmark Advisory Group’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	$894K	Sell	5,267 -107	-2%	-$15.6K	0.38%	56
2025 Q4	$647K	Buy	5,374 +13	+0.2%	+$1.51K	0.28%	65
2025 Q3	$605K	Buy	5,361 +12	+0.2%	+$1.33K	0.26%	67
2025 Q2	$577K	Buy	5,349 +81	+2%	+$8.66K	0.27%	67
2025 Q1	$627K	Sell	5,268 -59	-1%	-$6.53K	0.31%	56
2024 Q4	$573K	Sell	5,327 -596	-10%	-$69.7K	0.28%	61
2024 Q3	$694K	Buy	5,923 +75	+1%	+$8.66K	0.34%	55
2024 Q2	$673K	Buy	5,848 +9	+0.2%	+$1.05K	0.36%	55
2024 Q1	$679K	Sell	5,839 -140	-2%	-$14.6K	0.37%	56
2023 Q4	$598K	Buy	5,979 +40	+0.7%	+$4.2K	0.35%	58
2023 Q3	$698K	Sell	5,939 -19	-0.3%	-$2.08K	0.47%	46
2023 Q2	$639K	Buy	5,958 +223	+4%	+$24.3K	0.43%	47
2023 Q1	$629K	Buy	5,735 +14	+0.2%	+$1.55K	0.46%	47
2022 Q4	$631K	Buy	5,721 +138	+2%	+$14.8K	0.47%	48
2022 Q3	$487K	Buy	5,583 +622	+13%	+$56.8K	0.44%	45
2022 Q2	$424K	Sell	4,961 -1,195	-19%	-$108K	0.42%	43
2022 Q1	$508K	Sell	6,156 -149	-2%	-$11.6K	0.52%	38
2021 Q4	$385K	Buy	+6,305	New	+$394K	0.36%	48

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

Investmark Advisory Group's XOM Position: Q1 2026 in Review

Investmark Advisory Group reduced its ExxonMobil (XOM) stake by 2% in Q1 2026, selling an estimated $15.6K and leaving 5,267 shares worth $894K. The position accounts for 0.38% of the portfolio, ranked #56.

Investmark Advisory Group first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Investmark Advisory Group held 5,267 shares of ExxonMobil worth $894K as of Q1 2026.
Investmark Advisory Group sold 107 ExxonMobil shares in Q1 2026, an estimated $15.6K.
ExxonMobil made up 0.38% of Investmark Advisory Group's portfolio in Q1 2026, its #56 holding.
Investmark Advisory Group first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.