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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
2023
Q3 		– Sell
-100
Closed -$515 – 304
2023
Q2 		$515 Hold
100
– – ﹤0.01% 285
2023
Q1 		$515 Buy
+100
New +$11.1K ﹤0.01% 284

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

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.