NWF Advisory Services’s ExxonMobil XOM Stock Holding History

NWF 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	$2.21M	Buy	13,005 +1,325	+11%	+$193K	0.25%	76
2025 Q4	$1.41M	Buy	11,680 +347	+3%	+$40.2K	0.16%	105
2025 Q3	$1.28M	Sell	11,333 -420	-4%	-$46.7K	0.14%	115
2025 Q2	$1.27M	Sell	11,753 -3,216	-21%	-$344K	0.15%	111
2025 Q1	$1.78M	Buy	14,969 +231	+2%	+$25.5K	0.25%	75
2024 Q4	$1.59M	Buy	14,738 +836	+6%	+$97.8K	0.23%	70
2024 Q3	$1.63M	Buy	13,902 +799	+6%	+$92.3K	0.24%	77
2024 Q2	$1.51M	Sell	13,103 -636	-5%	-$74.1K	0.24%	72
2024 Q1	$1.6M	Buy	13,739 +3,623	+36%	+$379K	0.27%	71
2023 Q4	$1.01M	Buy	10,116 +108	+1%	+$11.4K	0.2%	92
2023 Q3	$1.18M	Sell	10,008 -119	-1%	-$13.1K	0.28%	71
2023 Q2	$1.09M	Hold	10,127	–	–	0.25%	78
2023 Q1	$1.09M	Buy	+10,127	New	+$1.12M	0.25%	78

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

NWF Advisory Services's XOM Position: Q1 2026 in Review

NWF Advisory Services increased its ExxonMobil (XOM) stake by 11% in Q1 2026, buying an estimated $193K and bringing the position to 13,005 shares worth $2.21M. The position accounts for 0.25% of the portfolio, ranked #76.

NWF Advisory Services first reported a position in XOM in Q1 2023 and has held it in 13 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

NWF Advisory Services held 13,005 shares of ExxonMobil worth $2.21M as of Q1 2026.
NWF Advisory Services bought 1,325 ExxonMobil shares in Q1 2026, an estimated $193K.
ExxonMobil made up 0.25% of NWF Advisory Services's portfolio in Q1 2026, its #76 holding.
NWF Advisory Services first reported a position in ExxonMobil in Q1 2023 and has held it in 13 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.