Phil A. Younker & Associates’s ExxonMobil XOM Stock Holding History

Phil A. Younker & Associates’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	$878K	Buy	5,178 +11	+0.2%	+$1.6K	0.59%	21
2025 Q4	$622K	Buy	5,167 +640	+14%	+$74.2K	0.43%	25
2025 Q3	$510K	Sell	4,527 -386	-8%	-$42.9K	0.39%	26
2025 Q2	$530K	Buy	4,913 +14	+0.3%	+$1.5K	0.52%	23
2025 Q1	$583K	Buy	4,899 +14	+0.3%	+$1.55K	0.57%	21
2024 Q4	$525K	Buy	+4,885	New	+$571K	0.53%	20

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

Phil A. Younker & Associates's XOM Position: Q1 2026 in Review

Phil A. Younker & Associates increased its ExxonMobil (XOM) stake by 0.21% in Q1 2026, buying an estimated $1.6K and bringing the position to 5,178 shares worth $878K. The position accounts for 0.59% of the portfolio, ranked #21.

Phil A. Younker & Associates first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Phil A. Younker & Associates held 5,178 shares of ExxonMobil worth $878K as of Q1 2026.
Phil A. Younker & Associates bought 11 ExxonMobil shares in Q1 2026, an estimated $1.6K.
ExxonMobil made up 0.59% of Phil A. Younker & Associates's portfolio in Q1 2026, its #21 holding.
Phil A. Younker & Associates first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Phil A. Younker & Associates's 13F filing for Q1 2026, filed 17 Apr 2026.