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MONECO Advisors’s ExxonMobil XOM Stock Holding History

MONECO 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 		$6.76M Sell
39,820
-1,673
-4% -$244K 0.52% 38
2025
Q4 		$4.99M Sell
41,493
-1,622
-4% -$188K 0.4% 50
2025
Q3 		$4.86M Sell
43,115
-171
-0.4% -$19K 0.41% 50
2025
Q2 		$4.67M Buy
43,286
+146
+0.3% +$15.6K 0.43% 43
2025
Q1 		$5.13M Buy
43,140
+1,382
+3% +$153K 0.53% 34
2024
Q4 		$4.49M Buy
41,758
+3,935
+10% +$460K 0.47% 43
2024
Q3 		$4.43M Buy
37,823
+6,020
+19% +$695K 0.55% 42
2024
Q2 		$3.66M Buy
31,803
+3,684
+13% +$429K 0.54% 50
2024
Q1 		$3.27M Buy
28,119
+3,231
+13% +$338K 0.52% 46
2023
Q4 		$2.49M Sell
24,888
-731
-3% -$76.8K 0.47% 52
2023
Q3 		$3.01M Buy
25,619
+4,984
+24% +$547K 0.82% 25
2023
Q2 		$2.21M Buy
20,635
+649
+3% +$70.8K 0.6% 32
2023
Q1 		$2.19M Buy
19,986
+1,013
+5% +$112K 0.64% 29
2022
Q4 		$2.09M Buy
18,973
+128
+0.7% +$13.7K 0.76% 27
2022
Q3 		$1.65M Sell
18,845
-738
-4% -$67.4K 0.66% 35
2022
Q2 		$1.68M Buy
19,583
+4,292
+28% +$387K 0.65% 38
2022
Q1 		$1.26M Sell
15,291
-4,555
-23% -$354K 0.46% 48
2021
Q4 		$1.58M Buy
19,846
+622
+3% +$38.9K 0.59% 35
2021
Q3 		$1.13M Buy
19,224
+365
+2% +$20.8K 0.45% 57
2021
Q2 		$1.19M Buy
18,859
+146
+0.8% +$8.72K 0.55% 42
2021
Q1 		$1.04M Buy
18,713
+3,181
+20% +$167K 0.51% 51
2020
Q4 		$752K Sell
15,532
-2,860
-16% -$107K 0.42% 58
2020
Q3 		$631K Buy
18,392
+3,337
+22% +$136K 0.4% 61
2020
Q2 		$673K Buy
15,055
+2,759
+22% +$124K 0.53% 48
2020
Q1 		$467K Buy
12,296
+1,188
+11% +$65.6K 0.48% 52
2019
Q4 		$762K Sell
11,108
-3,577
-24% -$247K 0.54% 46
2019
Q3 		$1.04M Buy
14,685
+646
+5% +$46.7K 0.81% 31
2019
Q2 		$1.08M Sell
14,039
-1,032
-7% -$79.9K 0.87% 29
2019
Q1 		$1.22M Buy
15,071
+1,756
+13% +$134K 0.99% 25
2018
Q4 		$908K Buy
+13,315
New +$1.04M 1.06% 22

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

MONECO Advisors's XOM Position: Q1 2026 in Review

MONECO Advisors reduced its ExxonMobil (XOM) stake by 4% in Q1 2026, selling an estimated $244K and leaving 39,820 shares worth $6.76M. The position accounts for 0.52% of the portfolio, ranked #38.

MONECO Advisors first reported a position in XOM in Q4 2018 and has held it in 30 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • MONECO Advisors held 39,820 shares of ExxonMobil worth $6.76M as of Q1 2026.
  • MONECO Advisors sold 1,673 ExxonMobil shares in Q1 2026, an estimated $244K.
  • ExxonMobil made up 0.52% of MONECO Advisors's portfolio in Q1 2026, its #38 holding.
  • MONECO Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 30 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.