Perfromance Wealth Partners’s ExxonMobil XOM Stock Holding History

Perfromance Wealth 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	$7.89M	Buy	46,491 +41,675	+865%	+$6.08M	0.23%	27
2025 Q4	$580K	Buy	4,816 +853	+22%	+$98.9K	0.02%	113
2025 Q3	$447K	Buy	3,963 +166	+4%	+$18.5K	0.01%	129
2025 Q2	$409K	Buy	3,797 +1,682	+80%	+$180K	0.01%	125
2025 Q1	$252K	Sell	2,115 -78	-4%	-$8.63K	0.01%	148
2024 Q4	$236K	Buy	+2,193	New	+$257K	0.01%	159
2024 Q1	–	Sell	-134,848	Closed	-$13.5M	–	186
2023 Q4	$13.5M	Sell	134,848 -14,062	-9%	-$1.48M	0.59%	18
2023 Q3	$17.5M	Buy	148,910 +126,857	+575%	+$13.9M	0.85%	14
2023 Q2	$2.36M	Buy	22,053 +5,591	+34%	+$610K	0.11%	58
2023 Q1	$1.81M	Buy	16,462 +11,176	+211%	+$1.24M	0.09%	64
2022 Q4	$583K	Buy	+5,286	New	+$566K	0.04%	93

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

Perfromance Wealth Partners's XOM Position: Q1 2026 in Review

Perfromance Wealth Partners increased its ExxonMobil (XOM) stake by 865% in Q1 2026, buying an estimated $6.08M and bringing the position to 46,491 shares worth $7.89M. The position accounts for 0.23% of the portfolio, ranked #27.

Perfromance Wealth Partners first reported a position in XOM in Q4 2022 and has held it in 11 quarters since. The position peaked at $17.5M in Q3 2023. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Perfromance Wealth Partners held 46,491 shares of ExxonMobil worth $7.89M as of Q1 2026.
Perfromance Wealth Partners bought 41,675 ExxonMobil shares in Q1 2026, an estimated $6.08M.
ExxonMobil made up 0.23% of Perfromance Wealth Partners's portfolio in Q1 2026, its #27 holding.
Perfromance Wealth Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 11 quarters since.
Perfromance Wealth Partners's ExxonMobil position peaked at $17.5M in Q3 2023.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.