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Moss Adams Wealth Advisors’s ExxonMobil XOM Stock Holding History

Moss Adams 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 		$6.54M Buy
38,547
+1,021
+3% +$149K 0.48% 20
2025
Q4 		$4.52M Buy
37,526
+1,318
+4% +$153K 0.33% 26
2025
Q3 		$4.08M Buy
36,208
+310
+0.9% +$34.5K 0.32% 27
2025
Q2 		$3.87M Sell
35,898
-212
-0.6% -$22.7K 0.35% 28
2025
Q1 		$4.29M Buy
36,110
+3,167
+10% +$350K 0.45% 20
2024
Q4 		$3.54M Buy
32,943
+2,144
+7% +$251K 0.37% 25
2024
Q3 		$3.61M Sell
30,799
-129
-0.4% -$14.9K 0.4% 24
2024
Q2 		$3.56M Buy
30,928
+2,926
+10% +$341K 0.49% 23
2024
Q1 		$3.25M Buy
28,002
+7,990
+40% +$836K 0.52% 20
2023
Q4 		$2M Buy
20,012
+460
+2% +$48.3K 0.42% 22
2023
Q3 		$2.3M Sell
19,552
-178
-0.9% -$19.5K 0.78% 15
2023
Q2 		$2.12M Buy
19,730
+368
+2% +$40.2K 0.69% 18
2023
Q1 		$2.12M Buy
19,362
+1,297
+7% +$143K 0.72% 16
2022
Q4 		$1.99M Buy
+18,065
New +$1.94M 1% 18

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

Moss Adams Wealth Advisors's XOM Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its ExxonMobil (XOM) stake by 2.7% in Q1 2026, buying an estimated $149K and bringing the position to 38,547 shares worth $6.54M. The position accounts for 0.48% of the portfolio, ranked #20.

Moss Adams Wealth Advisors first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Moss Adams Wealth Advisors held 38,547 shares of ExxonMobil worth $6.54M as of Q1 2026.
  • Moss Adams Wealth Advisors bought 1,021 ExxonMobil shares in Q1 2026, an estimated $149K.
  • ExxonMobil made up 0.48% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #20 holding.
  • Moss Adams Wealth Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.