Philip James Wealth Mangement’s ExxonMobil XOM Stock Holding History

Philip James Wealth Mangement’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	$74.7M	Sell	440,240 -22,570	-5%	-$3.29M	8.59%	2
2025 Q4	$55.7M	Sell	462,810 -2,067	-0.4%	-$240K	6.45%	2
2025 Q3	$52.4M	Sell	464,877 -4,844	-1%	-$538K	6.12%	2
2025 Q2	$50.6M	Sell	469,721 -7,201	-2%	-$770K	6.46%	2
2025 Q1	$56.7M	Sell	476,922 -904	-0.2%	-$100K	6.9%	2
2024 Q4	$51.4M	Sell	477,826 -19,092	-4%	-$2.23M	6.64%	2
2024 Q3	$58.2M	Buy	+496,918	New	+$57.4M	7.15%	2
2024 Q2	–	Sell	-1,795	Closed	-$209K	–	84
2024 Q1	$209K	Buy	+1,795	New	+$188K	0.15%	72

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

Philip James Wealth Mangement's XOM Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its ExxonMobil (XOM) stake by 4.9% in Q1 2026, selling an estimated $3.29M and leaving 440,240 shares worth $74.7M. The position accounts for 8.59% of the portfolio, ranked #2.

Philip James Wealth Mangement first reported a position in XOM in Q1 2024 and has held it in 8 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Philip James Wealth Mangement held 440,240 shares of ExxonMobil worth $74.7M as of Q1 2026.
Philip James Wealth Mangement sold 22,570 ExxonMobil shares in Q1 2026, an estimated $3.29M.
ExxonMobil made up 8.59% of Philip James Wealth Mangement's portfolio in Q1 2026, its #2 holding.
Philip James Wealth Mangement first reported a position in ExxonMobil in Q1 2024 and has held it in 8 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.