N.E.W. Advisory Services’s ExxonMobil XOM Stock Holding History

N.E.W. Advisory Services’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	$661K	Buy	3,896 +12	+0.3%	+$1.75K	0.05%	124
2025 Q4	$467K	Buy	3,884 +466	+14%	+$54K	0.03%	134
2025 Q3	$385K	Buy	3,418 +14	+0.4%	+$1.56K	0.03%	131
2025 Q2	$367K	Sell	3,404 -454	-12%	-$48.5K	0.04%	135
2025 Q1	$459K	Buy	3,858 +121	+3%	+$13.4K	0.04%	138
2024 Q4	$402K	Sell	3,737 -364	-9%	-$42.6K	0.04%	129
2024 Q3	$481K	Sell	4,101 -137	-3%	-$15.8K	0.05%	112
2024 Q2	$488K	Sell	4,238 -334	-7%	-$38.9K	0.05%	102
2024 Q1	$531K	Sell	4,572 -3	-0.1%	-$314	0.06%	97
2023 Q4	$457K	Sell	4,575 -17	-0.4%	-$1.79K	0.06%	104
2023 Q3	$540K	Buy	4,592 +509	+12%	+$55.8K	0.08%	91
2023 Q2	$438K	Buy	4,083 +49	+1%	+$5.35K	0.06%	89
2023 Q1	$442K	Buy	4,034 +449	+13%	+$49.7K	0.06%	89
2022 Q4	$396K	Sell	3,585 -96	-3%	-$10.3K	0.06%	91
2022 Q3	$321K	Sell	3,681 -212	-5%	-$19.4K	0.06%	94
2022 Q2	$333K	Buy	+3,893	New	+$351K	0.06%	93

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

N.E.W. Advisory Services's XOM Position: Q1 2026 in Review

N.E.W. Advisory Services increased its ExxonMobil (XOM) stake by 0.31% in Q1 2026, buying an estimated $1.75K and bringing the position to 3,896 shares worth $661K. The position accounts for 0.05% of the portfolio, ranked #124.

N.E.W. Advisory Services first reported a position in XOM in Q2 2022 and has held it in 16 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

N.E.W. Advisory Services held 3,896 shares of ExxonMobil worth $661K as of Q1 2026.
N.E.W. Advisory Services bought 12 ExxonMobil shares in Q1 2026, an estimated $1.75K.
ExxonMobil made up 0.05% of N.E.W. Advisory Services's portfolio in Q1 2026, its #124 holding.
N.E.W. Advisory Services first reported a position in ExxonMobil in Q2 2022 and has held it in 16 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.