Portfolio Design Labs’s ExxonMobil XOM Stock Holding History

Portfolio Design Labs’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	$7.49M	Sell	44,118 -9,049	-17%	-$1.32M	1.33%	17
2025 Q4	$6.4M	Buy	53,167 +2,096	+4%	+$243K	1.06%	19
2025 Q3	$5.76M	Buy	51,071 +4,483	+10%	+$498K	0.99%	21
2025 Q2	$5.02M	Sell	46,588 -23,697	-34%	-$2.53M	0.99%	26
2025 Q1	$8.36M	Buy	70,285 +21,102	+43%	+$2.33M	1.72%	12
2024 Q4	$5.29M	Buy	49,183 +6,920	+16%	+$809K	1.09%	20
2024 Q3	$4.95M	Sell	42,263 -18,471	-30%	-$2.13M	1.38%	14
2024 Q2	$6.99M	Buy	60,734 +30,277	+99%	+$3.53M	2.16%	8
2024 Q1	$3.54M	Buy	30,457 +15,951	+110%	+$1.67M	1.19%	21
2023 Q4	$1.45M	Buy	+14,506	New	+$1.52M	0.55%	53

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

Portfolio Design Labs's XOM Position: Q1 2026 in Review

Portfolio Design Labs reduced its ExxonMobil (XOM) stake by 17% in Q1 2026, selling an estimated $1.32M and leaving 44,118 shares worth $7.49M. The position accounts for 1.33% of the portfolio, ranked #17.

Portfolio Design Labs first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.36M in Q1 2025. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Portfolio Design Labs held 44,118 shares of ExxonMobil worth $7.49M as of Q1 2026.
Portfolio Design Labs sold 9,049 ExxonMobil shares in Q1 2026, an estimated $1.32M.
ExxonMobil made up 1.33% of Portfolio Design Labs's portfolio in Q1 2026, its #17 holding.
Portfolio Design Labs first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
Portfolio Design Labs's ExxonMobil position peaked at $8.36M in Q1 2025.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.