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Keystone Financial Services (Colorado)’s ExxonMobil XOM Stock Holding History

Keystone Financial Services (Colorado)’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 		$1.22M Buy
7,166
+615
+9% +$89.7K 0.36% 38
2025
Q4 		$788K Buy
6,551
+38
+0.6% +$4.41K 0.24% 53
2025
Q3 		$734K Buy
6,513
+414
+7% +$46K 0.23% 54
2025
Q2 		$657K Buy
6,099
+35
+0.6% +$3.74K 0.22% 55
2025
Q1 		$721K Buy
6,064
+84
+1% +$9.29K 0.27% 50
2024
Q4 		$643K Buy
5,980
+172
+3% +$20.1K 0.25% 45
2024
Q3 		$681K Buy
5,808
+553
+11% +$63.9K 0.26% 44
2024
Q2 		$605K Buy
5,255
+449
+9% +$52.3K 0.25% 48
2024
Q1 		$559K Buy
4,806
+2,342
+95% +$245K 0.24% 49
2023
Q4 		$246K Buy
2,464
+256
+12% +$26.9K 0.12% 72
2023
Q3 		$260K Buy
2,208
+69
+3% +$7.57K 0.14% 64
2023
Q2 		$229K Sell
2,139
-1
-0% -$109 0.12% 70
2023
Q1 		$235K Sell
2,140
-19
-0.9% -$2.1K 0.13% 66
2022
Q4 		$250K Buy
2,159
+54
+3% +$5.79K 0.13% 69
2022
Q3 		$227K Sell
2,105
-80
-4% -$7.3K 0.13% 74
2022
Q2 		$206K Buy
+2,185
New +$197K 0.11% 79

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

Keystone Financial Services (Colorado)'s XOM Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its ExxonMobil (XOM) stake by 9.4% in Q1 2026, buying an estimated $89.7K and bringing the position to 7,166 shares worth $1.22M. The position accounts for 0.36% of the portfolio, ranked #38.

Keystone Financial Services (Colorado) first reported a position in XOM in Q2 2022 and has held it in 16 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Keystone Financial Services (Colorado) held 7,166 shares of ExxonMobil worth $1.22M as of Q1 2026.
  • Keystone Financial Services (Colorado) bought 615 ExxonMobil shares in Q1 2026, an estimated $89.7K.
  • ExxonMobil made up 0.36% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #38 holding.
  • Keystone Financial Services (Colorado) first reported a position in ExxonMobil in Q2 2022 and has held it in 16 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.