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Kestra Private Wealth Services’s ExxonMobil XOM Stock Holding History

Kestra Private Wealth Services’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 		$46.6M Sell
274,673
-12,511
-4% -$1.83M 0.57% 28
2025
Q4 		$34.6M Buy
287,184
+11,618
+4% +$1.35M 0.43% 40
2025
Q3 		$31.1M Buy
275,566
+10,820
+4% +$1.2M 0.41% 42
2025
Q2 		$28.5M Buy
264,746
+7,173
+3% +$767K 0.41% 43
2025
Q1 		$30.6M Buy
257,573
+16,176
+7% +$1.79M 0.51% 37
2024
Q4 		$26M Buy
241,397
+7,368
+3% +$862K 0.44% 39
2024
Q3 		$27.4M Buy
234,029
+7,000
+3% +$808K 0.5% 36
2024
Q2 		$26.1M Buy
227,029
+27,321
+14% +$3.18M 0.52% 33
2024
Q1 		$23.2M Buy
199,708
+14,265
+8% +$1.49M 0.52% 33
2023
Q4 		$18.5M Buy
185,443
+12,706
+7% +$1.34M 0.47% 39
2023
Q3 		$20.3M Buy
172,737
+13,606
+9% +$1.49M 0.64% 23
2023
Q2 		$17.1M Buy
159,131
+12,329
+8% +$1.35M 0.58% 23
2023
Q1 		$16.1M Buy
146,802
+29,278
+25% +$3.24M 0.64% 25
2022
Q4 		$13M Buy
117,524
+5,770
+5% +$618K 0.66% 25
2022
Q3 		$9.76M Sell
111,754
-1,752
-2% -$160K 0.56% 32
2022
Q2 		$9.72M Sell
113,506
-9,170
-7% -$827K 0.55% 32
2022
Q1 		$10.1M Sell
122,676
-20,314
-14% -$1.58M 0.5% 36
2021
Q4 		$8.75M Buy
142,990
+9,349
+7% +$584K 0.42% 49
2021
Q3 		$7.86M Buy
133,641
+37,019
+38% +$2.11M 0.44% 45
2021
Q2 		$6.09M Buy
96,622
+9,371
+11% +$559K 0.37% 56
2021
Q1 		$4.87M Sell
87,251
-8,449
-9% -$443K 0.34% 70
2020
Q4 		$3.98M Buy
95,700
+13,712
+17% +$514K 0.29% 83
2020
Q3 		$2.81M Buy
+81,988
New +$3.35M 0.24% 98

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

Kestra Private Wealth Services's XOM Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its ExxonMobil (XOM) stake by 4.4% in Q1 2026, selling an estimated $1.83M and leaving 274,673 shares worth $46.6M. The position accounts for 0.57% of the portfolio, ranked #28.

Kestra Private Wealth Services first reported a position in XOM in Q3 2020 and has held it in 23 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Kestra Private Wealth Services held 274,673 shares of ExxonMobil worth $46.6M as of Q1 2026.
  • Kestra Private Wealth Services sold 12,511 ExxonMobil shares in Q1 2026, an estimated $1.83M.
  • ExxonMobil made up 0.57% of Kestra Private Wealth Services's portfolio in Q1 2026, its #28 holding.
  • Kestra Private Wealth Services first reported a position in ExxonMobil in Q3 2020 and has held it in 23 quarters since.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.