Merkkuri Wealth Advisors’s ExxonMobil XOM Stock Holding History

Merkkuri 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	$824K	Buy	4,859 +5	+0.1%	+$730	0.55%	48
2025 Q4	$584K	Buy	4,854 +19	+0.4%	+$2.2K	0.4%	52
2025 Q3	$545K	Buy	4,835 +54	+1%	+$6K	0.4%	51
2025 Q2	$515K	Buy	4,781 +29	+0.6%	+$3.1K	0.39%	52
2025 Q1	$565K	Sell	4,752 -52	-1%	-$5.75K	0.48%	50
2024 Q4	$517K	Sell	4,804 -87	-2%	-$10.2K	0.41%	55
2024 Q3	$573K	Buy	4,891 +117	+2%	+$13.5K	0.45%	54
2024 Q2	$550K	Buy	+4,774	New	+$556K	0.51%	48

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

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

Merkkuri Wealth Advisors increased its ExxonMobil (XOM) stake by 0.1% in Q1 2026, buying an estimated $730 and bringing the position to 4,859 shares worth $824K. The position accounts for 0.55% of the portfolio, ranked #48.

Merkkuri Wealth Advisors first reported a position in XOM in Q2 2024 and has held it in 8 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Merkkuri Wealth Advisors held 4,859 shares of ExxonMobil worth $824K as of Q1 2026.
Merkkuri Wealth Advisors bought 5 ExxonMobil shares in Q1 2026, an estimated $730.
ExxonMobil made up 0.55% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #48 holding.
Merkkuri Wealth Advisors first reported a position in ExxonMobil in Q2 2024 and has held it in 8 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.