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Personal CFO Solutions’s ExxonMobil XOM Stock Holding History

Personal CFO Solutions’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 		$4.61M Sell
27,189
-3,967
-13% -$579K 0.65% 27
2025
Q4 		$3.75M Buy
31,156
+871
+3% +$101K 0.6% 29
2025
Q3 		$3.41M Buy
30,285
+119
+0.4% +$13.2K 0.6% 27
2025
Q2 		$3.25M Buy
30,166
+905
+3% +$96.7K 0.6% 27
2025
Q1 		$3.48M Buy
29,261
+1,534
+6% +$170K 0.71% 20
2024
Q4 		$2.98M Sell
27,727
-2,570
-8% -$301K 0.59% 26
2024
Q3 		$3.55M Sell
30,297
-103
-0.3% -$11.9K 0.5% 44
2024
Q2 		$3.5M Buy
30,400
+1,351
+5% +$157K 0.54% 36
2024
Q1 		$3.38M Buy
29,049
+2,763
+11% +$289K 0.53% 39
2023
Q4 		$2.63M Buy
26,286
+4,925
+23% +$518K 0.46% 41
2023
Q3 		$2.51M Buy
21,361
+37
+0.2% +$4.06K 0.5% 41
2023
Q2 		$2.29M Sell
21,324
-406
-2% -$44.3K 0.46% 42
2023
Q1 		$2.38M Buy
21,730
+132
+0.6% +$14.6K 0.49% 41
2022
Q4 		$2.38M Buy
21,598
+1,908
+10% +$204K 0.5% 41
2022
Q3 		$1.72M Buy
19,690
+644
+3% +$58.8K 0.43% 46
2022
Q2 		$1.63M Buy
19,046
+1,320
+7% +$119K 0.38% 50
2022
Q1 		$1.46M Buy
17,726
+3,092
+21% +$240K 0.29% 62
2021
Q4 		$895K Sell
14,634
-1,288
-8% -$80.5K 0.17% 122
2021
Q3 		$937K Buy
15,922
+1,669
+12% +$95.1K 0.19% 114
2021
Q2 		$899K Buy
14,253
+3,218
+29% +$192K 0.18% 113
2021
Q1 		$616K Buy
11,035
+395
+4% +$20.7K 0.13% 142
2020
Q4 		$439K Sell
10,640
-6,900
-39% -$259K 0.11% 186
2020
Q3 		$1K Sell
17,540
-6,827
-28% -$279K 0.33% 133
2020
Q2 		$1.09M Buy
24,367
+1,873
+8% +$84K 0.32% 71
2020
Q1 		$854K Buy
22,494
+5,940
+36% +$328K 0.31% 74
2019
Q4 		$1.16M Sell
16,554
-5,812
-26% -$402K 0.33% 62
2019
Q3 		$1.68M Buy
+22,366
New +$1.62M 0.67% 23

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

Personal CFO Solutions's XOM Position: Q1 2026 in Review

Personal CFO Solutions reduced its ExxonMobil (XOM) stake by 13% in Q1 2026, selling an estimated $579K and leaving 27,189 shares worth $4.61M. The position accounts for 0.65% of the portfolio, ranked #27.

Personal CFO Solutions first reported a position in XOM in Q3 2019 and has held it in 27 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Personal CFO Solutions held 27,189 shares of ExxonMobil worth $4.61M as of Q1 2026.
  • Personal CFO Solutions sold 3,967 ExxonMobil shares in Q1 2026, an estimated $579K.
  • ExxonMobil made up 0.65% of Personal CFO Solutions's portfolio in Q1 2026, its #27 holding.
  • Personal CFO Solutions first reported a position in ExxonMobil in Q3 2019 and has held it in 27 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.