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Maia Wealth’s ExxonMobil XOM Stock Holding History

Maia 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 		$2.49M Buy
14,670
+999
+7% +$146K 0.42% 68
2025
Q4 		$2.05M Buy
13,671
+1,295
+10% +$150K 0.35% 84
2025
Q3 		$1.46M Buy
12,376
+1,644
+15% +$183K 0.25% 109
2025
Q2 		$1.16M Buy
10,732
+1,611
+18% +$172K 0.22% 119
2025
Q1 		$943K Sell
9,121
-379
-4% -$41.9K 0.21% 114
2024
Q4 		$1.05M Buy
9,500
+1,224
+15% +$143K 0.23% 99
2024
Q3 		$990K Buy
8,276
+1,467
+22% +$169K 0.24% 87
2024
Q2 		$784K Buy
+6,809
New +$793K 0.24% 89
2023
Q4 		$558K Buy
+5,585
New +$587K 0.23% 86

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

Maia Wealth's XOM Position: Q1 2026 in Review

Maia Wealth increased its ExxonMobil (XOM) stake by 7.3% in Q1 2026, buying an estimated $146K and bringing the position to 14,670 shares worth $2.49M. The position accounts for 0.42% of the portfolio, ranked #68.

Maia Wealth first reported a position in XOM in Q4 2023 and has held it in 9 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Maia Wealth held 14,670 shares of ExxonMobil worth $2.49M as of Q1 2026.
  • Maia Wealth bought 999 ExxonMobil shares in Q1 2026, an estimated $146K.
  • ExxonMobil made up 0.42% of Maia Wealth's portfolio in Q1 2026, its #68 holding.
  • Maia Wealth first reported a position in ExxonMobil in Q4 2023 and has held it in 9 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.