Oxford Wealth Group’s ExxonMobil XOM Stock Holding History

Oxford Wealth Group’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	$1.12M	Sell	6,611 -9	-0.1%	-$1.31K	0.61%	37
2025 Q4	$797K	Buy	+6,620	New	+$768K	0.39%	45
2024 Q4	$1.86M	Sell	17,257 -1,066	-6%	-$125K	1.2%	15
2024 Q3	$2.15M	Sell	18,323 -2,835	-13%	-$327K	1.75%	13
2024 Q2	$2.44M	Buy	21,158 +4,972	+31%	+$579K	1.67%	15
2024 Q1	$1.88M	Buy	+16,186	New	+$1.69M	1.71%	14

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

Oxford Wealth Group's XOM Position: Q1 2026 in Review

Oxford Wealth Group reduced its ExxonMobil (XOM) stake by 0.14% in Q1 2026, selling an estimated $1.31K and leaving 6,611 shares worth $1.12M. The position accounts for 0.61% of the portfolio, ranked #37.

Oxford Wealth Group first reported a position in XOM in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.44M in Q2 2024. 4,771 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Oxford Wealth Group held 6,611 shares of ExxonMobil worth $1.12M as of Q1 2026.
Oxford Wealth Group sold 9 ExxonMobil shares in Q1 2026, an estimated $1.31K.
ExxonMobil made up 0.61% of Oxford Wealth Group's portfolio in Q1 2026, its #37 holding.
Oxford Wealth Group first reported a position in ExxonMobil in Q1 2024 and has held it in 6 quarters since.
Oxford Wealth Group's ExxonMobil position peaked at $2.44M in Q2 2024.
4,771 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.