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Investment Advisory Group’s ExxonMobil XOM Stock Holding History

Investment 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 		$1.97M Sell
11,614
-1,441
-11% -$210K 0.5% 50
2025
Q4 		$1.57M Buy
13,055
+485
+4% +$56.3K 0.4% 58
2025
Q3 		$1.42M Sell
12,570
-167
-1% -$18.6K 0.39% 58
2025
Q2 		$1.37M Buy
12,737
+270
+2% +$28.9K 0.42% 55
2025
Q1 		$1.48M Buy
12,467
+124
+1% +$13.7K 0.5% 49
2024
Q4 		$1.33M Sell
12,343
-431
-3% -$50.4K 0.44% 52
2024
Q3 		$1.5M Sell
12,774
-361
-3% -$41.7K 0.52% 48
2024
Q2 		$1.51M Sell
13,135
-101
-0.8% -$11.8K 0.58% 42
2024
Q1 		$1.54M Sell
13,236
-366
-3% -$38.3K 0.64% 39
2023
Q4 		$1.36M Buy
13,602
+1,767
+15% +$186K 0.63% 42
2023
Q3 		$1.39M Buy
11,835
+126
+1% +$13.8K 0.72% 38
2023
Q2 		$1.26M Sell
11,709
-77
-0.7% -$8.4K 0.64% 41
2023
Q1 		$1.29M Sell
11,786
-2,888
-20% -$319K 0.74% 36
2022
Q4 		$1.62M Buy
14,674
+8
+0.1% +$857 0.99% 28
2022
Q3 		$1.28M Sell
14,666
-108
-0.7% -$9.86K 0.89% 32
2022
Q2 		$1.26M Buy
14,774
+119
+0.8% +$10.7K 0.86% 31
2022
Q1 		$1.21M Buy
14,655
+132
+0.9% +$10.3K 0.73% 34
2021
Q4 		$1.14M Buy
+14,523
New +$908K 0.73% 34

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

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

Investment Advisory Group reduced its ExxonMobil (XOM) stake by 11% in Q1 2026, selling an estimated $210K and leaving 11,614 shares worth $1.97M. The position accounts for 0.5% of the portfolio, ranked #50.

Investment 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.

  • Investment Advisory Group held 11,614 shares of ExxonMobil worth $1.97M as of Q1 2026.
  • Investment Advisory Group sold 1,441 ExxonMobil shares in Q1 2026, an estimated $210K.
  • ExxonMobil made up 0.5% of Investment Advisory Group's portfolio in Q1 2026, its #50 holding.
  • Investment 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 Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.