Leo Wealth LLC’s ExxonMobil XOM Stock Holding History

Leo Wealth LLC’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	$6.07M	Sell	35,768 -2,610	-7%	-$381K	0.44%	49
2025 Q4	$4.62M	Buy	38,378 +19,364	+102%	+$2.25M	0.34%	62
2025 Q3	$2.14M	Sell	19,014 -30,950	-62%	-$3.44M	0.28%	72
2025 Q2	$5.38M	Buy	49,964 +23,288	+87%	+$2.49M	0.42%	44
2025 Q1	$3.17M	Sell	26,676 -15,531	-37%	-$1.72M	0.46%	46
2024 Q4	$4.54M	Buy	42,207 +1,932	+5%	+$226K	0.41%	45
2024 Q3	$4.72M	Buy	40,275 +1,463	+4%	+$169K	0.43%	40
2024 Q2	$4.47M	Buy	38,812 +1,789	+5%	+$208K	0.46%	42
2024 Q1	$4.32M	Sell	37,023 -4,192	-10%	-$439K	0.44%	40
2023 Q4	$4.29M	Buy	+41,215	New	+$4.33M	0.44%	38

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

Leo Wealth LLC's XOM Position: Q1 2026 in Review

Leo Wealth LLC reduced its ExxonMobil (XOM) stake by 6.8% in Q1 2026, selling an estimated $381K and leaving 35,768 shares worth $6.07M. The position accounts for 0.44% of the portfolio, ranked #49.

Leo Wealth LLC first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Leo Wealth LLC held 35,768 shares of ExxonMobil worth $6.07M as of Q1 2026.
Leo Wealth LLC sold 2,610 ExxonMobil shares in Q1 2026, an estimated $381K.
ExxonMobil made up 0.44% of Leo Wealth LLC's portfolio in Q1 2026, its #49 holding.
Leo Wealth LLC first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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