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My Personal CFO LLC’s ExxonMobil XOM Stock Holding History

My Personal CFO LLC’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 		$366K Sell
2,160
-1
-0% -$146 0.16% 68
2025
Q4 		$260K Sell
2,161
-588
-21% -$68.2K 0.11% 81
2025
Q3 		$310K Buy
2,749
+290
+12% +$32.2K 0.12% 71
2025
Q2 		$265K Sell
2,459
-25
-1% -$2.67K 0.12% 82
2025
Q1 		$295K Sell
2,484
-94
-4% -$10.4K 0.15% 74
2024
Q4 		$277K Buy
2,578
+4
+0.2% +$468 0.14% 77
2024
Q3 		$302K Sell
2,574
-155
-6% -$17.9K 0.17% 75
2024
Q2 		$314K Sell
2,729
-163
-6% -$19K 0.17% 83
2024
Q1 		$336K Sell
2,892
-50
-2% -$5.23K 0.19% 74
2023
Q4 		$294K Buy
2,942
+588
+25% +$61.8K 0.19% 80
2023
Q3 		$277K Buy
2,354
+9
+0.4% +$987 0.22% 68
2023
Q2 		$252K Sell
2,345
-28
-1% -$3.06K 0.2% 74
2023
Q1 		$260K Buy
2,373
+2,071
+686% +$229K 0.22% 62
2022
Q4 		$262K Buy
302
+300
+15,000% +$32.1K 0.24% 59
2022
Q3 		$215K Buy
+2
New +$183 0.33% 56

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

My Personal CFO LLC's XOM Position: Q1 2026 in Review

My Personal CFO LLC reduced its ExxonMobil (XOM) stake by 0.05% in Q1 2026, selling an estimated $146 and leaving 2,160 shares worth $366K. The position accounts for 0.16% of the portfolio, ranked #68.

My Personal CFO LLC first reported a position in XOM in Q3 2022 and has held it in 15 quarters since. 4,763 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • My Personal CFO LLC held 2,160 shares of ExxonMobil worth $366K as of Q1 2026.
  • My Personal CFO LLC sold 1 ExxonMobil share in Q1 2026, an estimated $146.
  • ExxonMobil made up 0.16% of My Personal CFO LLC's portfolio in Q1 2026, its #68 holding.
  • My Personal CFO LLC first reported a position in ExxonMobil in Q3 2022 and has held it in 15 quarters since.
  • 4,763 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.