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Naviter Wealth’s ExxonMobil XOM Stock Holding History

Naviter Wealth’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 		$24.1M Sell
141,820
-278
-0.2% -$40.6K 3.01% 7
2025
Q4 		$17.1M Sell
142,098
-6,890
-5% -$799K 2.23% 9
2025
Q3 		$16.8M Sell
148,988
-116
-0.1% -$12.9K 1.96% 9
2025
Q2 		$16.1M Sell
149,104
-4,473
-3% -$478K 1.98% 8
2025
Q1 		$18.1M Buy
153,577
+64
+0% +$7.08K 2.19% 7
2024
Q4 		$16.5M Buy
153,513
+3,448
+2% +$403K 1.99% 10
2024
Q3 		$17.6M Sell
150,065
-1,043
-0.7% -$120K 2.45% 6
2024
Q2 		$17.4M Buy
151,108
+8,327
+6% +$970K 2.6% 6
2024
Q1 		$16.6M Buy
142,781
+3,647
+3% +$382K 2.72% 5
2023
Q4 		$13.9M Buy
139,134
+3,807
+3% +$400K 2.8% 7
2023
Q3 		$15.9M Buy
135,327
+3,412
+3% +$374K 3.84% 5
2023
Q2 		$14.1M Buy
131,915
+6,037
+5% +$659K 3.6% 4
2023
Q1 		$13.8M Buy
125,878
+2,270
+2% +$251K 4.83% 3
2022
Q4 		$14.1M Buy
123,608
+147
+0.1% +$15.8K 3.86% 4
2022
Q3 		$10.8M Buy
123,461
+2,821
+2% +$258K 4.4% 4
2022
Q2 		$10.3M Buy
120,640
+13,104
+12% +$1.18M 4.24% 5
2022
Q1 		$8.88M Hold
107,536
– – 2.96% 9
2021
Q4 		$6.58M Buy
+107,536
New +$6.72M 1.97% 10

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

Naviter Wealth's XOM Position: Q1 2026 in Review

Naviter Wealth reduced its ExxonMobil (XOM) stake by 0.2% in Q1 2026, selling an estimated $40.6K and leaving 141,820 shares worth $24.1M. The position accounts for 3.01% of the portfolio, ranked #7.

Naviter Wealth first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Naviter Wealth held 141,820 shares of ExxonMobil worth $24.1M as of Q1 2026.
  • Naviter Wealth sold 278 ExxonMobil shares in Q1 2026, an estimated $40.6K.
  • ExxonMobil made up 3.01% of Naviter Wealth's portfolio in Q1 2026, its #7 holding.
  • Naviter Wealth first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.