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Paces Ferry Wealth Advisors’s ExxonMobil XOM Stock Holding History

Paces Ferry Wealth 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 		$703K Sell
4,143
-207
-5% -$30.2K 0.29% 49
2025
Q4 		$523K Sell
4,350
-48
-1% -$5.57K 0.21% 65
2025
Q3 		$496K Sell
4,398
-86
-2% -$9.56K 0.21% 67
2025
Q2 		$483K Sell
4,484
-124
-3% -$13.3K 0.22% 61
2025
Q1 		$548K Sell
4,608
-63
-1% -$6.97K 0.27% 55
2024
Q4 		$502K Sell
4,671
-221
-5% -$25.9K 0.24% 56
2024
Q3 		$573K Buy
4,892
+5
+0.1% +$577 0.33% 51
2024
Q2 		$563K Buy
4,887
+770
+19% +$89.7K 0.34% 53
2024
Q1 		$479K Sell
4,117
-82
-2% -$8.58K 0.31% 62
2023
Q4 		$420K Sell
4,199
-905
-18% -$95.1K 0.29% 65
2023
Q3 		$600K Buy
5,104
+160
+3% +$17.6K 0.48% 46
2023
Q2 		$530K Buy
4,944
+254
+5% +$27.7K 0.4% 50
2023
Q1 		$514K Buy
4,690
+372
+9% +$41.1K 0.41% 50
2022
Q4 		$476K Buy
4,318
+26
+0.6% +$2.79K 0.46% 47
2022
Q3 		$375K Buy
4,292
+70
+2% +$6.39K 0.41% 58
2022
Q2 		$362K Sell
4,222
-149
-3% -$13.4K 0.36% 62
2022
Q1 		$361K Sell
4,371
-650
-13% -$50.5K 0.29% 75
2021
Q4 		$307K Sell
5,021
-251
-5% -$15.7K 0.22% 86
2021
Q3 		$310K Sell
5,272
-380
-7% -$21.7K 0.25% 83
2021
Q2 		$357K Buy
5,652
+63
+1% +$3.76K 0.27% 78
2021
Q1 		$312K Buy
+5,589
New +$293K 0.27% 81
2020
Q4 		– Sell
-4,188
Closed -$144K – 1129
2020
Q3 		$144K Buy
+4,188
New +$171K 0.13% 124

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

Paces Ferry Wealth Advisors's XOM Position: Q1 2026 in Review

Paces Ferry Wealth Advisors reduced its ExxonMobil (XOM) stake by 4.8% in Q1 2026, selling an estimated $30.2K and leaving 4,143 shares worth $703K. The position accounts for 0.29% of the portfolio, ranked #49.

Paces Ferry Wealth Advisors first reported a position in XOM in Q3 2020 and has held it in 22 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Paces Ferry Wealth Advisors held 4,143 shares of ExxonMobil worth $703K as of Q1 2026.
  • Paces Ferry Wealth Advisors sold 207 ExxonMobil shares in Q1 2026, an estimated $30.2K.
  • ExxonMobil made up 0.29% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #49 holding.
  • Paces Ferry Wealth Advisors first reported a position in ExxonMobil in Q3 2020 and has held it in 22 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.