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Keystone Wealth Services’s ExxonMobil XOM Stock Holding History

Keystone 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 		$7.62M Sell
44,893
-9,008
-17% -$1.31M 1.63% 12
2025
Q4 		$6.49M Buy
53,901
+97
+0.2% +$11.3K 1.37% 16
2025
Q3 		$6.07M Buy
53,804
+66
+0.1% +$7.34K 1.32% 14
2025
Q2 		$5.79M Buy
53,738
+2,077
+4% +$222K 1.4% 12
2025
Q1 		$6.14M Sell
51,661
-15
-0% -$1.66K 1.66% 12
2024
Q4 		$5.56M Sell
51,676
-75
-0.1% -$8.77K 1.47% 12
2024
Q3 		$6.07M Buy
51,751
+23
+0% +$2.66K 1.68% 11
2024
Q2 		$5.95M Buy
51,728
+4,950
+11% +$577K 1.85% 10
2024
Q1 		$5.44M Buy
46,778
+51
+0.1% +$5.34K 1.77% 10
2023
Q4 		$4.67M Buy
46,727
+43,864
+1,532% +$4.61M 1.6% 12
2023
Q3 		$337K Sell
2,863
-1,210
-30% -$133K 0.13% 151
2023
Q2 		$437K Sell
4,073
-1,482
-27% -$162K 0.16% 127
2023
Q1 		$609K Buy
5,555
+1,455
+35% +$161K 0.25% 93
2022
Q4 		$452K Buy
4,100
+157
+4% +$16.8K 0.2% 112
2022
Q3 		$344K Sell
3,943
-67
-2% -$6.12K 0.16% 108
2022
Q2 		$343K Sell
4,010
-503
-11% -$45.4K 0.15% 111
2022
Q1 		$373K Sell
4,513
-2,040
-31% -$159K 0.15% 113
2021
Q4 		$401K Buy
+6,553
New +$410K 0.16% 108

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 Wealth Services's XOM Position: Q1 2026 in Review

Keystone Wealth Services reduced its ExxonMobil (XOM) stake by 17% in Q1 2026, selling an estimated $1.31M and leaving 44,893 shares worth $7.62M. The position accounts for 1.63% of the portfolio, ranked #12.

Keystone Wealth Services first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Keystone Wealth Services held 44,893 shares of ExxonMobil worth $7.62M as of Q1 2026.
  • Keystone Wealth Services sold 9,008 ExxonMobil shares in Q1 2026, an estimated $1.31M.
  • ExxonMobil made up 1.63% of Keystone Wealth Services's portfolio in Q1 2026, its #12 holding.
  • Keystone Wealth Services first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.