NewSquare Capital’s ExxonMobil XOM Stock Holding History

NewSquare Capital’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	$2.49M	Buy	14,676 +1,387	+10%	+$202K	0.22%	116
2025 Q4	$1.6M	Buy	13,289 +10,013	+306%	+$1.16M	0.14%	112
2025 Q3	$369K	Buy	3,276 +1,125	+52%	+$125K	0.03%	164
2025 Q2	$232K	Buy	2,151 +369	+21%	+$39.4K	0.02%	174
2025 Q1	$212K	Buy	1,782 +1,558	+696%	+$172K	0.02%	174
2024 Q4	$24.1K	Buy	224 +91	+68%	+$10.6K	﹤0.01%	221
2024 Q3	$15.6K	Sell	133 -1,946	-94%	-$225K	﹤0.01%	198
2024 Q2	$239K	Buy	2,079 +69	+3%	+$8.04K	0.02%	150
2024 Q1	$234K	Sell	2,010 -1,407	-41%	-$147K	0.02%	152
2023 Q4	$342K	Sell	3,417 -6,245	-65%	-$656K	0.03%	142
2023 Q3	$1.14M	Sell	9,662 -565	-6%	-$62K	0.12%	115
2023 Q2	$1.1M	Sell	10,227 -31,315	-75%	-$3.42M	0.11%	116
2023 Q1	$4.56M	Sell	41,542 -1,577	-4%	-$174K	0.54%	69
2022 Q4	$4.76M	Sell	43,119 -2,929	-6%	-$314K	0.59%	65
2022 Q3	$4.02M	Sell	46,048 -1,435	-3%	-$131K	0.5%	61
2022 Q2	$4.07M	Buy	47,483 +44,812	+1,678%	+$4.04M	0.52%	66
2022 Q1	$221K	Hold	2,671	–	–	0.02%	154
2021 Q4	$163K	Hold	2,671	–	–	0.02%	168
2021 Q3	$157K	Buy	2,671 +2,625	+5,707%	+$150K	0.02%	163
2021 Q2	$3K	Hold	46	–	–	﹤0.01%	324
2021 Q1	$3K	Hold	46	–	–	﹤0.01%	302
2020 Q4	$2K	Sell	46 -6	-12%	-$225	﹤0.01%	317
2020 Q3	$2K	Sell	52 -30,104	-100%	-$1.23M	﹤0.01%	307
2020 Q2	$1.35M	Sell	30,156 -559	-2%	-$25.1K	0.23%	95
2020 Q1	$1.17M	Buy	30,715 +2,789	+10%	+$154K	0.22%	81
2019 Q4	$1.95M	Buy	27,926 +2,765	+11%	+$191K	0.32%	66
2019 Q3	$1.78M	Buy	25,161 +1,727	+7%	+$125K	0.32%	69
2019 Q2	$1.8M	Buy	23,434 +1,140	+5%	+$88.2K	0.33%	61
2019 Q1	$1.8M	Buy	22,294 +357	+2%	+$27.2K	0.34%	49
2018 Q4	$1.5M	Sell	21,937 -115	-0.5%	-$9.02K	0.32%	59
2018 Q3	$1.88M	Buy	22,052 +2,011	+10%	+$164K	0.36%	47
2018 Q2	$1.63M	Buy	20,041 +2,194	+12%	+$175K	0.33%	52
2018 Q1	$1.33M	Buy	17,847 +752	+4%	+$60.1K	0.29%	57
2017 Q4	$1.43M	Buy	17,095 +1,964	+13%	+$162K	0.33%	48
2017 Q3	$1.24M	Buy	15,131 +693	+5%	+$55K	0.3%	52
2017 Q2	$1.17M	Buy	14,438 +13,189	+1,056%	+$1.08M	0.28%	55
2017 Q1	$102K	Hold	1,249	–	–	0.02%	115
2016 Q4	$113K	Sell	1,249 -355	-22%	-$31K	0.03%	129
2016 Q3	$140K	Buy	1,604 +1	+0.1%	+$89	0.03%	127
2016 Q2	$150K	Buy	1,603 +33	+2%	+$2.92K	0.04%	125
2016 Q1	$131K	Sell	1,570 -450	-22%	-$36K	0.04%	133
2015 Q4	$157K	Hold	2,020	–	–	0.04%	115
2015 Q3	$150K	Hold	2,020	–	–	0.04%	111
2015 Q2	$168K	Sell	2,020 -250	-11%	-$21.5K	0.05%	112
2015 Q1	$193K	Buy	2,270 +715	+46%	+$63.4K	0.06%	106
2014 Q4	$144K	Hold	1,555	–	–	0.05%	114
2014 Q3	$146K	Hold	1,555	–	–	0.05%	123
2014 Q2	$157K	Sell	1,555 -1	-0.1%	-$101	0.06%	118
2014 Q1	$152K	Sell	1,556 -415	-21%	-$39.6K	0.06%	116
2013 Q4	$199K	Sell	1,971 -36	-2%	-$3.33K	0.1%	83
2013 Q3	$173K	Buy	2,007 +37	+2%	+$3.34K	0.08%	90
2013 Q2	$178K	Buy	+1,970	New	+$177K	0.09%	89

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

NewSquare Capital's XOM Position: Q1 2026 in Review

NewSquare Capital increased its ExxonMobil (XOM) stake by 10% in Q1 2026, buying an estimated $202K and bringing the position to 14,676 shares worth $2.49M. The position accounts for 0.22% of the portfolio, ranked #116.

NewSquare Capital first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.76M in Q4 2022. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

NewSquare Capital held 14,676 shares of ExxonMobil worth $2.49M as of Q1 2026.
NewSquare Capital bought 1,387 ExxonMobil shares in Q1 2026, an estimated $202K.
ExxonMobil made up 0.22% of NewSquare Capital's portfolio in Q1 2026, its #116 holding.
NewSquare Capital first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
NewSquare Capital's ExxonMobil position peaked at $4.76M in Q4 2022.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.