Michels Family Financial’s ExxonMobil XOM Stock Holding History

Michels Family Financial’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	$5.14M	Buy	30,277 +146	+0.5%	+$21.3K	3.7%	3
2025 Q4	$3.63M	Sell	30,131 -173	-0.6%	-$20.1K	2.66%	6
2025 Q3	$3.42M	Buy	30,304 +24	+0.1%	+$2.67K	2.66%	5
2025 Q2	$3.26M	Buy	30,280 +32	+0.1%	+$3.42K	2.78%	4
2025 Q1	$3.6M	Buy	30,248 +181	+0.6%	+$20K	3.25%	4
2024 Q4	$3.23M	Buy	+30,067	New	+$3.52M	2.96%	4

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

Michels Family Financial's XOM Position: Q1 2026 in Review

Michels Family Financial increased its ExxonMobil (XOM) stake by 0.48% in Q1 2026, buying an estimated $21.3K and bringing the position to 30,277 shares worth $5.14M. The position accounts for 3.7% of the portfolio, ranked #3.

Michels Family Financial 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.

Michels Family Financial held 30,277 shares of ExxonMobil worth $5.14M as of Q1 2026.
Michels Family Financial bought 146 ExxonMobil shares in Q1 2026, an estimated $21.3K.
ExxonMobil made up 3.7% of Michels Family Financial's portfolio in Q1 2026, its #3 holding.
Michels Family Financial 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 Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.