MFWP
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Mosaic Family Wealth Partners’s ExxonMobil XOM Stock Holding History

Mosaic Family Wealth Partners’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 		$1.11M Buy
6,523
+863
+15% +$126K 0.11% 104
2025
Q4 		$681K Buy
5,660
+3
+0.1% +$348 0.07% 125
2025
Q3 		$646K Buy
5,657
+731
+15% +$81.3K 0.08% 121
2025
Q2 		$531K Sell
4,926
-302
-6% -$32.3K 0.07% 128
2025
Q1 		$622K Buy
5,228
+195
+4% +$21.6K 0.09% 114
2024
Q4 		$541K Buy
5,033
+274
+6% +$32.1K 0.08% 121
2024
Q3 		$558K Sell
4,759
-24
-0.5% -$2.77K 0.08% 114
2024
Q2 		$551K Buy
4,783
+234
+5% +$27.3K 0.09% 112
2024
Q1 		$529K Buy
4,549
+1,178
+35% +$123K 0.09% 113
2023
Q4 		$337K Buy
3,371
+102
+3% +$10.7K 0.06% 133
2023
Q3 		$384K Sell
3,269
-377
-10% -$41.4K 0.08% 120
2023
Q2 		$391K Sell
3,646
-94
-3% -$10.3K 0.08% 117
2023
Q1 		$410K Buy
3,740
+27
+0.7% +$2.99K 0.09% 114
2022
Q4 		$410K Buy
+3,713
New +$398K 0.12% 114

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

Mosaic Family Wealth Partners's XOM Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its ExxonMobil (XOM) stake by 15% in Q1 2026, buying an estimated $126K and bringing the position to 6,523 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #104.

Mosaic Family Wealth Partners first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Mosaic Family Wealth Partners held 6,523 shares of ExxonMobil worth $1.11M as of Q1 2026.
  • Mosaic Family Wealth Partners bought 863 ExxonMobil shares in Q1 2026, an estimated $126K.
  • ExxonMobil made up 0.11% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #104 holding.
  • Mosaic Family Wealth Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
  • 4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.