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Milestones Private Investment Advisors’s ExxonMobil XOM Stock Holding History

Milestones Private Investment 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 		– Sell
-1,822
Closed -$219K – 119
2025
Q4 		$219K Sell
1,822
-1
-0.1% -$116 0.15% 113
2025
Q3 		$205K Buy
+1,823
New +$203K 0.14% 120

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Milestones Private Investment Advisors's XOM Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 1,822 shares — an estimated $219K sold.

Milestones Private Investment Advisors first reported a position in XOM in Q3 2025 and held it in 2 quarters. The position peaked at $219K in Q4 2025. 4,808 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Milestones Private Investment Advisors reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
  • Milestones Private Investment Advisors sold 1,822 ExxonMobil shares in Q1 2026, an estimated $219K.
  • Milestones Private Investment Advisors first reported a position in ExxonMobil in Q3 2025 and held it in 2 quarters.
  • Milestones Private Investment Advisors's ExxonMobil position peaked at $219K in Q4 2025.
  • 4,808 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.