Medallion Wealth Advisors’s ExxonMobil XOM Stock Holding History

Medallion Wealth Advisors’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	$2.46M	Sell	14,513 -2	-0%	-$292	0.8%	28
2025 Q4	$1.75M	Buy	14,515 +627	+5%	+$72.7K	0.59%	40
2025 Q3	$1.57M	Sell	13,888 -379	-3%	-$42.1K	0.56%	45
2025 Q2	$1.55M	Sell	14,267 -177	-1%	-$18.9K	0.6%	40
2025 Q1	$1.72M	Buy	14,444 +1,356	+10%	+$150K	0.78%	29
2024 Q4	$1.47M	Buy	+13,088	New	+$1.53M	0.73%	27

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

Medallion Wealth Advisors's XOM Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its ExxonMobil (XOM) stake by 0.01% in Q1 2026, selling an estimated $292 and leaving 14,513 shares worth $2.46M. The position accounts for 0.8% of the portfolio, ranked #28.

Medallion Wealth Advisors first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Medallion Wealth Advisors held 14,513 shares of ExxonMobil worth $2.46M as of Q1 2026.
Medallion Wealth Advisors sold 2 ExxonMobil shares in Q1 2026, an estimated $292.
ExxonMobil made up 0.8% of Medallion Wealth Advisors's portfolio in Q1 2026, its #28 holding.
Medallion Wealth Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.