PKS Advisory Services’s ExxonMobil XOM Stock Holding History

PKS Advisory Services’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	$2.71M	Sell	16,910 -461	-3%	-$67.3K	0.63%	33
2025 Q4	$2.09M	Buy	17,371 +640	+4%	+$74.2K	0.48%	44
2025 Q3	$1.89M	Buy	16,731 +174	+1%	+$19.3K	0.39%	46
2025 Q2	$1.83M	Buy	16,557 +97	+0.6%	+$10.4K	0.45%	47
2025 Q1	$1.86M	Buy	16,460 +6,710	+69%	+$742K	0.51%	42
2024 Q4	$1.05M	Buy	+9,750	New	+$1.14M	0.26%	67

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

PKS Advisory Services's XOM Position: Q1 2026 in Review

PKS Advisory Services reduced its ExxonMobil (XOM) stake by 2.7% in Q1 2026, selling an estimated $67.3K and leaving 16,910 shares worth $2.71M. The position accounts for 0.63% of the portfolio, ranked #33.

PKS Advisory Services first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

PKS Advisory Services held 16,910 shares of ExxonMobil worth $2.71M as of Q1 2026.
PKS Advisory Services sold 461 ExxonMobil shares in Q1 2026, an estimated $67.3K.
ExxonMobil made up 0.63% of PKS Advisory Services's portfolio in Q1 2026, its #33 holding.
PKS Advisory Services first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.