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Keebeck Wealth Management’s ExxonMobil XOM Stock Holding History

Keebeck 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 		$2.37M Buy
13,946
+6,986
+100% +$1.02M 0.27% 98
2025
Q4 		$838K Buy
6,960
+154
+2% +$17.9K 0.1% 159
2025
Q3 		$767K Buy
6,806
+354
+5% +$39.4K 0.09% 165
2025
Q2 		$696K Buy
6,452
+145
+2% +$15.5K 0.09% 159
2025
Q1 		$750K Buy
6,307
+764
+14% +$84.5K 0.11% 146
2024
Q4 		$596K Buy
5,543
+454
+9% +$53.1K 0.09% 154
2024
Q3 		$597K Buy
5,089
+29
+0.6% +$3.35K 0.09% 159
2024
Q2 		$583K Buy
5,060
+874
+21% +$102K 0.09% 160
2024
Q1 		$487K Buy
4,186
+893
+27% +$93.4K 0.07% 192
2023
Q4 		$329K Buy
3,293
+187
+6% +$19.7K 0.05% 211
2023
Q3 		$365K Hold
3,106
– – 0.06% 196
2023
Q2 		$333K Sell
3,106
-1,008
-25% -$110K 0.05% 207
2023
Q1 		$451K Buy
4,114
+5
+0.1% +$553 0.07% 170
2022
Q4 		$453K Buy
4,109
+1,109
+37% +$119K 0.08% 165
2022
Q3 		$262K Hold
3,000
– – 0.05% 202
2022
Q2 		$257K Hold
3,000
– – 0.05% 205
2022
Q1 		$248K Buy
+3,000
New +$233K 0.04% 216
2021
Q3 		– Sell
-4,182
Closed -$264K – 246
2021
Q2 		$264K Sell
4,182
-10,893
-72% -$650K 0.04% 213
2021
Q1 		$842K Buy
15,075
+893
+6% +$46.8K 0.13% 125
2020
Q4 		$585K Buy
14,182
+360
+3% +$13.5K 0.1% 140
2020
Q3 		$474K Buy
13,822
+822
+6% +$33.6K 0.1% 136
2020
Q2 		$581K Sell
13,000
-1,135
-8% -$50.9K 0.18% 104
2020
Q1 		$536K Sell
14,135
-107
-0.8% -$5.91K 0.22% 89
2019
Q4 		$993K Buy
+14,242
New +$985K 0.31% 66

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

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

Keebeck Wealth Management increased its ExxonMobil (XOM) stake by 100% in Q1 2026, buying an estimated $1.02M and bringing the position to 13,946 shares worth $2.37M. The position accounts for 0.27% of the portfolio, ranked #98.

Keebeck Wealth Management first reported a position in XOM in Q4 2019 and has held it in 24 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Keebeck Wealth Management held 13,946 shares of ExxonMobil worth $2.37M as of Q1 2026.
  • Keebeck Wealth Management bought 6,986 ExxonMobil shares in Q1 2026, an estimated $1.02M.
  • ExxonMobil made up 0.27% of Keebeck Wealth Management's portfolio in Q1 2026, its #98 holding.
  • Keebeck Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 24 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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