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Keyvantage Wealth’s ExxonMobil XOM Stock Holding History

Keyvantage Wealth’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 		$1.03M Buy
6,062
+1,073
+22% +$157K 0.45% 37
2025
Q4 		$600K Buy
4,989
+112
+2% +$13K 0.26% 58
2025
Q3 		$550K Sell
4,877
-73
-1% -$8.12K 0.23% 57
2025
Q2 		$534K Sell
4,950
-389
-7% -$41.6K 0.24% 57
2025
Q1 		$635K Buy
5,339
+133
+3% +$14.7K 0.31% 47
2024
Q4 		$560K Buy
+5,206
New +$609K 0.4% 43

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

Keyvantage Wealth's XOM Position: Q1 2026 in Review

Keyvantage Wealth increased its ExxonMobil (XOM) stake by 22% in Q1 2026, buying an estimated $157K and bringing the position to 6,062 shares worth $1.03M. The position accounts for 0.45% of the portfolio, ranked #37.

Keyvantage Wealth first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Keyvantage Wealth held 6,062 shares of ExxonMobil worth $1.03M as of Q1 2026.
  • Keyvantage Wealth bought 1,073 ExxonMobil shares in Q1 2026, an estimated $157K.
  • ExxonMobil made up 0.45% of Keyvantage Wealth's portfolio in Q1 2026, its #37 holding.
  • Keyvantage Wealth first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.