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Peterson Wealth Advisors’s ExxonMobil XOM Stock Holding History

Peterson 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 		$3.85M Buy
22,689
+68
+0.3% +$9.92K 0.51% 24
2025
Q4 		$2.72M Buy
22,621
+72
+0.3% +$8.35K 0.36% 27
2025
Q3 		$2.58M Buy
22,549
+61
+0.3% +$6.78K 0.39% 29
2025
Q2 		$2.42M Buy
22,488
+10
+0% +$1.07K 0.4% 28
2025
Q1 		$2.31M Sell
22,478
-44
-0.2% -$4.87K 0.45% 27
2024
Q4 		$2.43M Buy
22,522
+389
+2% +$45.5K 0.44% 26
2024
Q3 		$2.59M Buy
22,133
+593
+3% +$68.5K 0.49% 22
2024
Q2 		$2.48M Buy
21,540
+9
+0% +$1.05K 0.52% 21
2024
Q1 		$2.5M Sell
21,531
-473
-2% -$49.5K 0.53% 19
2023
Q4 		$2.2M Buy
22,004
+8
+0% +$841 0.52% 21
2023
Q3 		$2.59M Buy
21,996
+5
+0% +$548 0.69% 18
2023
Q2 		$2.36M Buy
21,991
+105
+0.5% +$11.5K 0.62% 18
2023
Q1 		$2.4M Hold
21,886
– – 0.66% 19
2022
Q4 		$2.41M Sell
21,886
-118
-0.5% -$12.6K 0.73% 19
2022
Q3 		$1.92M Buy
22,004
+481
+2% +$43.9K 0.65% 18
2022
Q2 		$1.84M Hold
21,523
– – 0.61% 20
2022
Q1 		$1.78M Buy
21,523
+500
+2% +$38.9K 0.53% 23
2021
Q4 		$1.29M Buy
+21,023
New +$1.31M 0.37% 24

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

Peterson Wealth Advisors's XOM Position: Q1 2026 in Review

Peterson Wealth Advisors increased its ExxonMobil (XOM) stake by 0.3% in Q1 2026, buying an estimated $9.92K and bringing the position to 22,689 shares worth $3.85M. The position accounts for 0.51% of the portfolio, ranked #24.

Peterson Wealth Advisors first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Peterson Wealth Advisors held 22,689 shares of ExxonMobil worth $3.85M as of Q1 2026.
  • Peterson Wealth Advisors bought 68 ExxonMobil shares in Q1 2026, an estimated $9.92K.
  • ExxonMobil made up 0.51% of Peterson Wealth Advisors's portfolio in Q1 2026, its #24 holding.
  • Peterson Wealth Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.