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Mindset Wealth Management’s ExxonMobil XOM Stock Holding History

Mindset Wealth Management’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 		$3.05M Buy
17,981
+2,975
+20% +$434K 0.82% 10
2025
Q4 		$1.81M Buy
15,006
+389
+3% +$45.1K 0.47% 20
2025
Q3 		$1.65M Buy
14,617
+1
+0% +$111 0.45% 21
2025
Q2 		$1.58M Buy
14,616
+365
+3% +$39K 0.52% 15
2025
Q1 		$1.69M Buy
14,251
+3,510
+33% +$388K 0.66% 13
2024
Q4 		$1.16M Buy
10,741
+7,311
+213% +$855K 0.42% 17
2024
Q3 		$402K Buy
+3,430
New +$396K 0.17% 74

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

Mindset Wealth Management's XOM Position: Q1 2026 in Review

Mindset Wealth Management increased its ExxonMobil (XOM) stake by 20% in Q1 2026, buying an estimated $434K and bringing the position to 17,981 shares worth $3.05M. The position accounts for 0.82% of the portfolio, ranked #10.

Mindset Wealth Management first reported a position in XOM in Q3 2024 and has held it in 7 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Mindset Wealth Management held 17,981 shares of ExxonMobil worth $3.05M as of Q1 2026.
  • Mindset Wealth Management bought 2,975 ExxonMobil shares in Q1 2026, an estimated $434K.
  • ExxonMobil made up 0.82% of Mindset Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Mindset Wealth Management first reported a position in ExxonMobil in Q3 2024 and has held it in 7 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.