KFA Private Wealth Group’s ExxonMobil XOM Stock Holding History

KFA Private Wealth Group’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	$2.04M	Sell	12,019 -590	-5%	-$86.1K	0.49%	33
2025 Q4	$1.52M	Buy	12,609 +435	+4%	+$50.5K	0.37%	35
2025 Q3	$1.37M	Buy	12,174 +77	+0.6%	+$8.56K	0.39%	35
2025 Q2	$1.3M	Buy	12,097 +3,843	+47%	+$411K	0.4%	36
2025 Q1	$982K	Buy	8,254 +1,661	+25%	+$184K	0.34%	37
2024 Q4	$709K	Buy	6,593 +899	+16%	+$105K	0.3%	37
2024 Q3	$667K	Buy	5,694 +8	+0.1%	+$924	0.32%	36
2024 Q2	$655K	Sell	5,686 -1,907	-25%	-$222K	0.34%	36
2024 Q1	$883K	Buy	7,593 +478	+7%	+$50K	0.27%	39
2023 Q4	$711K	Sell	7,115 -8	-0.1%	-$841	0.26%	37
2023 Q3	$838K	Buy	7,123 +378	+6%	+$41.5K	0.35%	33
2023 Q2	$723K	Buy	6,745 +103	+2%	+$11.2K	0.3%	33
2023 Q1	$728K	Buy	6,642 +4,046	+156%	+$448K	0.33%	33
2022 Q4	$286K	Sell	2,596 -129	-5%	-$13.8K	0.15%	54
2022 Q3	$238K	Sell	2,725 -44	-2%	-$4.02K	0.13%	61
2022 Q2	$237K	Buy	2,769 +22	+0.8%	+$1.98K	0.13%	61
2022 Q1	$227K	Buy	+2,747	New	+$214K	0.11%	67

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KFA Private Wealth Group's XOM Position: Q1 2026 in Review

KFA Private Wealth Group reduced its ExxonMobil (XOM) stake by 4.7% in Q1 2026, selling an estimated $86.1K and leaving 12,019 shares worth $2.04M. The position accounts for 0.49% of the portfolio, ranked #33.

KFA Private Wealth Group first reported a position in XOM in Q1 2022 and has held it in 17 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

KFA Private Wealth Group held 12,019 shares of ExxonMobil worth $2.04M as of Q1 2026.
KFA Private Wealth Group sold 590 ExxonMobil shares in Q1 2026, an estimated $86.1K.
ExxonMobil made up 0.49% of KFA Private Wealth Group's portfolio in Q1 2026, its #33 holding.
KFA Private Wealth Group first reported a position in ExxonMobil in Q1 2022 and has held it in 17 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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