Ipsen Advisor Group’s ExxonMobil XOM Stock Holding History

Ipsen Advisor 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	$885K	Sell	5,214 -203	-4%	-$29.6K	0.62%	45
2025 Q4	$652K	Sell	5,417 -230	-4%	-$26.7K	0.46%	55
2025 Q3	$637K	Buy	5,647 +88	+2%	+$9.78K	0.46%	53
2025 Q2	$599K	Sell	5,559 -700	-11%	-$74.8K	0.46%	59
2025 Q1	$744K	Sell	6,259 -136	-2%	-$15K	0.64%	39
2024 Q4	$688K	Buy	+6,395	New	+$748K	0.59%	39
2022 Q4	$1.03M	Buy	+9,355	New	+$1M	1.19%	18

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

Ipsen Advisor Group's XOM Position: Q1 2026 in Review

Ipsen Advisor Group reduced its ExxonMobil (XOM) stake by 3.7% in Q1 2026, selling an estimated $29.6K and leaving 5,214 shares worth $885K. The position accounts for 0.62% of the portfolio, ranked #45.

Ipsen Advisor Group first reported a position in XOM in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.03M in Q4 2022. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Ipsen Advisor Group held 5,214 shares of ExxonMobil worth $885K as of Q1 2026.
Ipsen Advisor Group sold 203 ExxonMobil shares in Q1 2026, an estimated $29.6K.
ExxonMobil made up 0.62% of Ipsen Advisor Group's portfolio in Q1 2026, its #45 holding.
Ipsen Advisor Group first reported a position in ExxonMobil in Q4 2022 and has held it in 7 quarters since.
Ipsen Advisor Group's ExxonMobil position peaked at $1.03M in Q4 2022.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.