JSW
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Journey Strategic Wealth’s ExxonMobil XOM Stock Holding History

Journey Strategic 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 		$7.57M Buy
44,618
+3,875
+10% +$565K 0.19% 36
2025
Q4 		$4.9M Buy
40,743
+636
+2% +$73.8K 0.13% 50
2025
Q3 		$4.52M Buy
40,107
+126
+0.3% +$14K 0.13% 52
2025
Q2 		$4.31M Buy
39,981
+18,052
+82% +$1.93M 0.14% 54
2025
Q1 		$2.61M Buy
21,929
+1,379
+7% +$153K 0.09% 65
2024
Q4 		$2.21M Buy
20,550
+4,941
+32% +$578K 0.08% 69
2024
Q3 		$1.83M Buy
15,609
+5,028
+48% +$581K 0.07% 77
2024
Q2 		$1.22M Buy
10,581
+4,289
+68% +$500K 0.05% 76
2024
Q1 		$731K Buy
6,292
+3,144
+100% +$329K 0.03% 98
2023
Q4 		$315K Sell
3,148
-16
-0.5% -$1.68K 0.01% 132
2023
Q3 		$372K Sell
3,164
-288
-8% -$31.6K 0.02% 96
2023
Q2 		$370K Sell
3,452
-2,806
-45% -$306K 0.02% 103
2023
Q1 		$686K Buy
6,258
+639
+11% +$70.7K 0.07% 80
2022
Q4 		$620K Sell
5,619
-85
-1% -$9.11K 0.07% 83
2022
Q3 		$497K Buy
+5,704
New +$521K 0.07% 68
2022
Q2 		– Sell
-4,357
Closed -$360K – 223
2022
Q1 		$360K Buy
4,357
+662
+18% +$51.5K 0.04% 83
2021
Q4 		$226K Buy
+3,695
New +$231K 0.02% 172

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

Journey Strategic Wealth's XOM Position: Q1 2026 in Review

Journey Strategic Wealth increased its ExxonMobil (XOM) stake by 9.5% in Q1 2026, buying an estimated $565K and bringing the position to 44,618 shares worth $7.57M. The position accounts for 0.19% of the portfolio, ranked #36.

Journey Strategic Wealth first reported a position in XOM in Q4 2021 and has held it in 17 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Journey Strategic Wealth held 44,618 shares of ExxonMobil worth $7.57M as of Q1 2026.
  • Journey Strategic Wealth bought 3,875 ExxonMobil shares in Q1 2026, an estimated $565K.
  • ExxonMobil made up 0.19% of Journey Strategic Wealth's portfolio in Q1 2026, its #36 holding.
  • Journey Strategic Wealth first reported a position in ExxonMobil in Q4 2021 and has held it in 17 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.