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IronBridge Private Wealth’s ExxonMobil XOM Stock Holding History

IronBridge Private Wealth’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 		$485K Sell
2,860
-966
-25% -$141K 0.16% 37
2025
Q4 		$460K Hold
3,826
– – 0.15% 35
2025
Q3 		$431K Sell
3,826
-91
-2% -$10.1K 0.14% 35
2025
Q2 		$422K Sell
3,917
-9
-0.2% -$962 0.15% 29
2025
Q1 		$467K Sell
3,926
-60,605
-94% -$6.7M 0.18% 35
2024
Q4 		$6.94M Sell
64,531
-902
-1% -$106K 2.55% 10
2024
Q3 		$7.67M Sell
65,433
-2,739
-4% -$316K 2.86% 10
2024
Q2 		$7.85M Buy
68,172
+2,900
+4% +$338K 2.94% 11
2024
Q1 		$7.59M Buy
65,272
+2,667
+4% +$279K 3.15% 11
2023
Q4 		$6.26M Buy
62,605
+23,963
+62% +$2.52M 3.05% 12
2023
Q3 		$4.54M Buy
38,642
+402
+1% +$44.1K 2.46% 11
2023
Q2 		$4.1M Buy
38,240
+20,395
+114% +$2.23M 2.31% 12
2023
Q1 		$1.96M Buy
17,845
+14,425
+422% +$1.6M 1.25% 21
2022
Q4 		$377K Hold
3,420
– – 0.31% 20
2022
Q3 		$299K Sell
3,420
-360
-10% -$32.9K 0.26% 17
2022
Q2 		$324K Buy
3,780
+1
+0% +$90 0.24% 25
2022
Q1 		$312K Sell
3,779
-2,260
-37% -$176K 0.19% 31
2021
Q4 		$369K Buy
6,039
+2,623
+77% +$164K 0.19% 31
2021
Q3 		$201K Buy
3,416
+1
+0% +$57 0.11% 35
2021
Q2 		$215K Buy
3,415
+2
+0.1% +$119 0.13% 36
2021
Q1 		$191K Buy
3,413
+1
+0% +$52 0.12% 35
2020
Q4 		$141K Buy
+3,412
New +$128K 0.1% 36

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

IronBridge Private Wealth's XOM Position: Q1 2026 in Review

IronBridge Private Wealth reduced its ExxonMobil (XOM) stake by 25% in Q1 2026, selling an estimated $141K and leaving 2,860 shares worth $485K. The position accounts for 0.16% of the portfolio, ranked #37.

IronBridge Private Wealth first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.85M in Q2 2024. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • IronBridge Private Wealth held 2,860 shares of ExxonMobil worth $485K as of Q1 2026.
  • IronBridge Private Wealth sold 966 ExxonMobil shares in Q1 2026, an estimated $141K.
  • ExxonMobil made up 0.16% of IronBridge Private Wealth's portfolio in Q1 2026, its #37 holding.
  • IronBridge Private Wealth first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • IronBridge Private Wealth's ExxonMobil position peaked at $7.85M in Q2 2024.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.