Peachtree Investment Partners’s ExxonMobil XOM Stock Holding History

Peachtree Investment Partners’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	$1.23M	Buy	7,245 +3,413	+89%	+$498K	0.47%	35
2025 Q4	$461K	Sell	3,832 -277	-7%	-$32.1K	0.15%	54
2025 Q3	$463K	Sell	4,109 -87	-2%	-$9.67K	0.16%	54
2025 Q2	$452K	Buy	4,196 +13	+0.3%	+$1.39K	0.17%	57
2025 Q1	$498K	Buy	4,183 +250	+6%	+$27.6K	0.2%	49
2024 Q4	$423K	Sell	3,933 -729	-16%	-$85.3K	0.16%	52
2024 Q3	$546K	Sell	4,662 -695	-13%	-$80.3K	0.21%	49
2024 Q2	$617K	Buy	5,357 +2,883	+117%	+$336K	0.24%	43
2024 Q1	$288K	Sell	2,474 -870	-26%	-$91K	0.12%	62
2023 Q4	$334K	Buy	3,344 +109	+3%	+$11.5K	0.14%	63
2023 Q3	$380K	Sell	3,235 -793	-20%	-$87K	0.19%	57
2023 Q2	$432K	Sell	4,028 -590	-13%	-$64.4K	0.2%	61
2023 Q1	$506K	Buy	4,618 +40	+0.9%	+$4.42K	0.32%	45
2022 Q4	$505K	Buy	+4,578	New	+$491K	0.31%	49
2022 Q3	–	Sell	-4,575	Closed	-$392K	–	100
2022 Q2	$392K	Buy	+4,575	New	+$413K	0.24%	54

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

Peachtree Investment Partners's XOM Position: Q1 2026 in Review

Peachtree Investment Partners increased its ExxonMobil (XOM) stake by 89% in Q1 2026, buying an estimated $498K and bringing the position to 7,245 shares worth $1.23M. The position accounts for 0.47% of the portfolio, ranked #35.

Peachtree Investment Partners first reported a position in XOM in Q2 2022 and has held it in 15 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Peachtree Investment Partners held 7,245 shares of ExxonMobil worth $1.23M as of Q1 2026.
Peachtree Investment Partners bought 3,413 ExxonMobil shares in Q1 2026, an estimated $498K.
ExxonMobil made up 0.47% of Peachtree Investment Partners's portfolio in Q1 2026, its #35 holding.
Peachtree Investment Partners first reported a position in ExxonMobil in Q2 2022 and has held it in 15 quarters since.
4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.