Precision Wealth Strategies’s ExxonMobil XOM Stock Holding History

Precision Wealth Strategies’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	$226K	Sell	1,333 -395	-23%	-$57.6K	0.08%	152
2025 Q4	$208K	Buy	+1,728	New	+$200K	0.07%	155
2023 Q3	–	Sell	-4,067	Closed	-$436K	–	110
2023 Q2	$436K	Sell	4,067 -506	-11%	-$55.2K	0.71%	34
2023 Q1	$501K	Sell	4,573 -46	-1%	-$5.09K	0.79%	26
2022 Q4	$509K	Buy	+4,619	New	+$495K	0.53%	37
2022 Q2	–	Sell	-2,701	Closed	-$223K	–	186
2022 Q1	$223K	Buy	+2,701	New	+$210K	0.13%	154

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

Precision Wealth Strategies's XOM Position: Q1 2026 in Review

Precision Wealth Strategies reduced its ExxonMobil (XOM) stake by 23% in Q1 2026, selling an estimated $57.6K and leaving 1,333 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #152.

Precision Wealth Strategies first reported a position in XOM in Q1 2022 and has held it in 6 quarters since. The position peaked at $509K in Q4 2022. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Precision Wealth Strategies held 1,333 shares of ExxonMobil worth $226K as of Q1 2026.
Precision Wealth Strategies sold 395 ExxonMobil shares in Q1 2026, an estimated $57.6K.
ExxonMobil made up 0.08% of Precision Wealth Strategies's portfolio in Q1 2026, its #152 holding.
Precision Wealth Strategies first reported a position in ExxonMobil in Q1 2022 and has held it in 6 quarters since.
Precision Wealth Strategies's ExxonMobil position peaked at $509K in Q4 2022.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Precision Wealth Strategies's 13F filing for Q1 2026, filed 6 May 2026.