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Monograph Wealth Advisors’s ExxonMobil XOM Stock Holding History

Monograph Wealth 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 		$337K Hold
1,986
– – 0.03% 113
2025
Q4 		$239K Sell
1,986
-144
-7% -$16.7K 0.02% 123
2025
Q3 		$240K Sell
2,130
-33
-2% -$3.67K 0.02% 128
2025
Q2 		$233K Sell
2,163
-91
-4% -$9.73K 0.03% 117
2025
Q1 		$268K Sell
2,254
-95
-4% -$10.5K 0.04% 96
2024
Q4 		$253K Buy
2,349
+219
+10% +$25.6K 0.03% 102
2024
Q3 		$250K Hold
2,130
– – 0.03% 99
2024
Q2 		$245K Hold
2,130
– – 0.04% 93
2024
Q1 		$248K Sell
2,130
-337
-14% -$35.3K 0.04% 140
2023
Q4 		$247K Buy
2,467
+337
+16% +$35.4K 0.04% 93
2023
Q3 		$250K Hold
2,130
– – 0.05% 103
2023
Q2 		$228K Hold
2,130
– – 0.05% 74
2023
Q1 		$234K Sell
2,130
-2,886
-58% -$319K 0.05% 74
2022
Q4 		$553K Buy
+5,016
New +$537K 0.15% 49

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

Monograph Wealth Advisors's XOM Position: Q1 2026 in Review

Monograph Wealth Advisors held its ExxonMobil (XOM) position steady in Q1 2026 at 1,986 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #113.

Monograph Wealth Advisors first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $553K in Q4 2022. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Monograph Wealth Advisors held 1,986 shares of ExxonMobil worth $337K as of Q1 2026.
  • Monograph Wealth Advisors left its ExxonMobil share count unchanged in Q1 2026.
  • ExxonMobil made up 0.03% of Monograph Wealth Advisors's portfolio in Q1 2026, its #113 holding.
  • Monograph Wealth Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
  • Monograph Wealth Advisors's ExxonMobil position peaked at $553K in Q4 2022.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.