MWM
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Modern Wealth Management’s ExxonMobil XOM Stock Holding History

Modern 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 		$19.8M Buy
123,121
+3,564
+3% +$520K 0.34% 77
2025
Q4 		$14.4M Buy
119,557
+784
+0.7% +$90.9K 0.26% 93
2025
Q3 		$13.4M Buy
118,773
+1,893
+2% +$210K 0.27% 98
2025
Q2 		$12.6M Buy
116,880
+486
+0.4% +$52K 0.31% 81
2025
Q1 		$13.8M Buy
116,394
+4,874
+4% +$539K 0.44% 57
2024
Q4 		$12M Buy
111,520
+47,126
+73% +$5.51M 0.45% 53
2024
Q3 		$7.55M Buy
64,394
+12,830
+25% +$1.48M 0.46% 42
2024
Q2 		$5.94M Buy
51,564
+10,723
+26% +$1.25M 0.44% 41
2024
Q1 		$4.75M Buy
40,841
+30,447
+293% +$3.19M 0.44% 35
2023
Q4 		$1.04M Buy
+10,394
New +$1.09M 0.13% 59

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

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

Modern Wealth Management increased its ExxonMobil (XOM) stake by 3% in Q1 2026, buying an estimated $520K and bringing the position to 123,121 shares worth $19.8M. The position accounts for 0.34% of the portfolio, ranked #77.

Modern Wealth Management first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Modern Wealth Management held 123,121 shares of ExxonMobil worth $19.8M as of Q1 2026.
  • Modern Wealth Management bought 3,564 ExxonMobil shares in Q1 2026, an estimated $520K.
  • ExxonMobil made up 0.34% of Modern Wealth Management's portfolio in Q1 2026, its #77 holding.
  • Modern Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.