Modus Advisors’s ExxonMobil XOM Stock Holding History

Modus 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	$422K	Sell	2,489 -26	-1%	-$3.79K	0.12%	91
2025 Q4	$303K	Buy	2,515 +10	+0.4%	+$1.16K	0.08%	104
2025 Q3	$282K	Sell	2,505 -78	-3%	-$8.67K	0.08%	108
2025 Q2	$278K	Buy	2,583 +20	+0.8%	+$2.14K	0.08%	104
2025 Q1	$305K	Buy	2,563 +50	+2%	+$5.53K	0.1%	95
2024 Q4	$270K	Hold	2,513	–	–	0.08%	103
2024 Q3	$295K	Hold	2,513	–	–	0.1%	104
2024 Q2	$289K	Hold	2,513	–	–	0.1%	97
2024 Q1	$292K	Hold	2,513	–	–	0.11%	94
2023 Q4	$251K	Buy	2,513 +47	+2%	+$4.94K	0.1%	93
2023 Q3	$290K	Hold	2,466	–	–	0.13%	91
2023 Q2	$264K	Hold	2,466	–	–	0.11%	91
2023 Q1	$270K	Hold	2,466	–	–	0.12%	90
2022 Q4	$272K	Sell	2,466 -20	-0.8%	-$2.14K	0.13%	89
2022 Q3	$217K	Sell	2,486 -100	-4%	-$9.13K	0.11%	90
2022 Q2	$221K	Hold	2,586	–	–	0.11%	89
2022 Q1	$214K	Buy	+2,586	New	+$201K	0.09%	93
2021 Q3	–	Sell	-2,346	Closed	-$148K	–	248
2021 Q2	$148K	Buy	+2,346	New	+$140K	0.06%	105
2020 Q3	–	Sell	-3,506	Closed	-$157K	–	212
2020 Q2	$157K	Buy	+3,506	New	+$157K	0.1%	83

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

Modus Advisors's XOM Position: Q1 2026 in Review

Modus Advisors reduced its ExxonMobil (XOM) stake by 1% in Q1 2026, selling an estimated $3.79K and leaving 2,489 shares worth $422K. The position accounts for 0.12% of the portfolio, ranked #91.

Modus Advisors first reported a position in XOM in Q2 2020 and has held it in 19 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Modus Advisors held 2,489 shares of ExxonMobil worth $422K as of Q1 2026.
Modus Advisors sold 26 ExxonMobil shares in Q1 2026, an estimated $3.79K.
ExxonMobil made up 0.12% of Modus Advisors's portfolio in Q1 2026, its #91 holding.
Modus Advisors first reported a position in ExxonMobil in Q2 2020 and has held it in 19 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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