LeClair Wealth Partners’s ExxonMobil XOM Stock Holding History

LeClair Wealth Partners’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	-17,287	Closed	-$2.08M	–	202
2025 Q4	$2.08M	Buy	17,287 +38	+0.2%	+$4.41K	1.21%	24
2025 Q3	$1.94M	Sell	17,249 -34	-0.2%	-$3.78K	1.21%	21
2025 Q2	$1.86M	Sell	17,283 -54	-0.3%	-$5.77K	1.26%	21
2025 Q1	$2.06M	Sell	17,337 -100	-0.6%	-$11.1K	1.49%	19
2024 Q4	$1.88M	Buy	+17,437	New	+$2.04M	1.25%	20

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

LeClair Wealth Partners's XOM Position: Q1 2026 in Review

LeClair Wealth Partners sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 17,287 shares — an estimated $2.08M sold.

LeClair Wealth Partners first reported a position in XOM in Q4 2024 and held it in 5 quarters. The position peaked at $2.08M in Q4 2025. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

LeClair Wealth Partners reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
LeClair Wealth Partners sold 17,287 ExxonMobil shares in Q1 2026, an estimated $2.08M.
LeClair Wealth Partners first reported a position in ExxonMobil in Q4 2024 and held it in 5 quarters.
LeClair Wealth Partners's ExxonMobil position peaked at $2.08M in Q4 2025.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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