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Kassira Wealth Management’s ExxonMobil XOM Stock Holding History

Kassira Wealth Management’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 		– Sell
-37,943
Closed -$4.57M – 68
2025
Q4 		$4.57M Buy
37,943
+874
+2% +$101K 4.33% 6
2025
Q3 		$4.18M Buy
+37,069
New +$4.12M 4.03% 6

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kassira Wealth Management's XOM Position: Q1 2026 in Review

Kassira Wealth Management sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 37,943 shares — an estimated $4.57M sold.

Kassira Wealth Management first reported a position in XOM in Q3 2025 and held it in 2 quarters. The position peaked at $4.57M in Q4 2025. 4,791 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Kassira Wealth Management reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
  • Kassira Wealth Management sold 37,943 ExxonMobil shares in Q1 2026, an estimated $4.57M.
  • Kassira Wealth Management first reported a position in ExxonMobil in Q3 2025 and held it in 2 quarters.
  • Kassira Wealth Management's ExxonMobil position peaked at $4.57M in Q4 2025.
  • 4,791 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Kassira Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.