Investor's Fiduciary Advisor Network’s ExxonMobil XOM Stock Holding History

Investor's Fiduciary Advisor Network’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	$2.16M	Sell	12,761 -1,733	-12%	-$253K	0.66%	35
2025 Q4	$1.74M	Buy	14,494 +1,004	+7%	+$116K	0.37%	63
2025 Q3	$1.52M	Sell	13,490 -37	-0.3%	-$4.11K	0.52%	49
2025 Q2	$1.46M	Buy	13,527 +7,082	+110%	+$757K	0.54%	50
2025 Q1	$766K	Sell	6,445 -8,344	-56%	-$923K	0.36%	74
2024 Q4	$1.59M	Buy	+14,789	New	+$1.73M	0.61%	42

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

Investor's Fiduciary Advisor Network's XOM Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its ExxonMobil (XOM) stake by 12% in Q1 2026, selling an estimated $253K and leaving 12,761 shares worth $2.16M. The position accounts for 0.66% of the portfolio, ranked #35.

Investor's Fiduciary Advisor Network first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Investor's Fiduciary Advisor Network held 12,761 shares of ExxonMobil worth $2.16M as of Q1 2026.
Investor's Fiduciary Advisor Network sold 1,733 ExxonMobil shares in Q1 2026, an estimated $253K.
ExxonMobil made up 0.66% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #35 holding.
Investor's Fiduciary Advisor Network first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.