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New World Advisors’s ExxonMobil XOM Stock Holding History

New World 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 		$2.41M Sell
14,212
-549
-4% -$80.1K 0.42% 10
2025
Q4 		$1.78M Sell
14,761
-122
-0.8% -$14.2K 0.3% 14
2025
Q3 		$1.68M Buy
14,883
+749
+5% +$83.3K 0.31% 13
2025
Q2 		$1.52M Buy
14,134
+3,620
+34% +$387K 0.32% 11
2025
Q1 		$1.25M Buy
10,514
+10
+0.1% +$1.11K 0.28% 10
2024
Q4 		$1.13M Hold
10,504
– – 0.27% 11
2024
Q3 		$1.23M Hold
10,504
– – 0.32% 10
2024
Q2 		$1.21M Hold
10,504
– – 0.34% 11
2024
Q1 		$1.22M Sell
10,504
-11
-0.1% -$1.15K 0.36% 13
2023
Q4 		$1.05M Buy
10,515
+11
+0.1% +$1.16K 0.32% 14
2023
Q3 		$1.24M Sell
10,504
-1
-0% -$110 0.43% 11
2023
Q2 		$1.13M Sell
10,505
-100
-0.9% -$10.9K 0.4% 11
2023
Q1 		$1.16M Buy
10,605
+840
+9% +$92.9K 0.45% 10
2022
Q4 		$1.08M Buy
9,765
+1
+0% +$107 0.37% 16
2022
Q3 		$853K Hold
9,764
– – 0.41% 11
2022
Q2 		$828K Hold
9,764
– – 0.45% 17
2022
Q1 		$850K Hold
9,764
– – 0.45% 10
2021
Q4 		$597K Sell
9,764
-458
-4% -$28.6K 0.27% 25
2021
Q3 		$645K Sell
10,222
-2,010
-16% -$115K 0.3% 19
2021
Q2 		$772K Buy
12,232
+2,478
+25% +$148K 0.52% 47
2021
Q1 		$545K Sell
9,754
-100
-1% -$5.24K 0.3% 13
2020
Q4 		$338K Buy
9,854
+100
+1% +$3.75K 0.22% 14
2020
Q3 		$326K Hold
9,754
– – 0.21% 16
2020
Q2 		$426K Hold
9,754
– – 0.29% 14
2020
Q1 		$681K Hold
9,754
– – 0.42% 7
2019
Q4 		$681K Hold
9,754
– – 0.42% 7
2019
Q3 		$689K Hold
9,754
– – 0.47% 7
2019
Q2 		$747K Hold
9,754
– – 0.54% 7
2019
Q1 		$788K Buy
+9,754
New +$744K 0.56% 6

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

New World Advisors's XOM Position: Q1 2026 in Review

New World Advisors reduced its ExxonMobil (XOM) stake by 3.7% in Q1 2026, selling an estimated $80.1K and leaving 14,212 shares worth $2.41M. The position accounts for 0.42% of the portfolio, ranked #10.

New World Advisors first reported a position in XOM in Q1 2019 and has held it in 29 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • New World Advisors held 14,212 shares of ExxonMobil worth $2.41M as of Q1 2026.
  • New World Advisors sold 549 ExxonMobil shares in Q1 2026, an estimated $80.1K.
  • ExxonMobil made up 0.42% of New World Advisors's portfolio in Q1 2026, its #10 holding.
  • New World Advisors first reported a position in ExxonMobil in Q1 2019 and has held it in 29 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.