Prepared Retirement Institute’s ExxonMobil XOM Stock Holding History

Prepared Retirement Institute’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	$1.26M	Buy	7,398 +25	+0.3%	+$3.65K	0.62%	28
2025 Q4	$887K	Sell	7,373 -16	-0.2%	-$1.86K	0.45%	30
2025 Q3	$833K	Buy	7,389 +465	+7%	+$51.7K	0.43%	33
2025 Q2	$746K	Sell	6,924 -326	-4%	-$34.8K	0.44%	31
2025 Q1	$862K	Sell	7,250 -575	-7%	-$63.6K	0.55%	26
2024 Q4	$842K	Buy	7,825 +28	+0.4%	+$3.27K	0.48%	27
2024 Q3	$914K	Sell	7,797 -157	-2%	-$18.1K	0.55%	26
2024 Q2	$916K	Buy	7,954 +40	+0.5%	+$4.66K	0.61%	24
2024 Q1	$920K	Sell	7,914 -2,995	-27%	-$313K	0.69%	21
2023 Q4	$1.09M	Buy	+10,909	New	+$1.15M	0.82%	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

Prepared Retirement Institute's XOM Position: Q1 2026 in Review

Prepared Retirement Institute increased its ExxonMobil (XOM) stake by 0.34% in Q1 2026, buying an estimated $3.65K and bringing the position to 7,398 shares worth $1.26M. The position accounts for 0.62% of the portfolio, ranked #28.

Prepared Retirement Institute first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Prepared Retirement Institute held 7,398 shares of ExxonMobil worth $1.26M as of Q1 2026.
Prepared Retirement Institute bought 25 ExxonMobil shares in Q1 2026, an estimated $3.65K.
ExxonMobil made up 0.62% of Prepared Retirement Institute's portfolio in Q1 2026, its #28 holding.
Prepared Retirement Institute first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.