KW Wealth Management’s ExxonMobil XOM Stock Holding History

KW Wealth Management’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	–	Sell	-2,121	Closed	-$255K	–	82
2025 Q4	$255K	Buy	+2,121	New	+$246K	0.39%	65

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

KW Wealth Management's XOM Position: Q1 2026 in Review

KW Wealth Management sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 2,121 shares — an estimated $255K sold.

KW Wealth Management first reported a position in XOM in Q4 2025 and held it in 1 quarter. The position peaked at $255K in Q4 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

KW Wealth Management reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
KW Wealth Management sold 2,121 ExxonMobil shares in Q1 2026, an estimated $255K.
KW Wealth Management first reported a position in ExxonMobil in Q4 2025 and held it in 1 quarter.
KW Wealth Management's ExxonMobil position peaked at $255K in Q4 2025.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.