PWMG
XOM icon

Prestige Wealth Management Group’s ExxonMobil XOM Stock Holding History

Prestige Wealth Management Group’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 		$4.42M Buy
26,055
+206
+0.8% +$30.1K 0.87% 25
2025
Q4 		$3.11M Buy
25,849
+337
+1% +$39.1K 0.59% 35
2025
Q3 		$2.88M Buy
25,512
+232
+0.9% +$25.8K 0.56% 34
2025
Q2 		$2.73M Buy
25,280
+1,488
+6% +$159K 0.56% 35
2025
Q1 		$2.83M Sell
23,792
-1,530
-6% -$169K 0.6% 30
2024
Q4 		$2.72M Buy
25,322
+306
+1% +$35.8K 0.57% 35
2024
Q3 		$2.93M Sell
25,016
-99
-0.4% -$11.4K 0.61% 33
2024
Q2 		$2.89M Sell
25,115
-3,750
-13% -$437K 0.62% 35
2024
Q1 		$3.36M Buy
28,865
+125
+0.4% +$13.1K 0.72% 31
2023
Q4 		$2.87M Sell
28,740
-707
-2% -$74.3K 0.65% 32
2023
Q3 		$3.46M Buy
29,447
+110
+0.4% +$12.1K 0.85% 22
2023
Q2 		$3.15M Buy
29,337
+4,729
+19% +$516K 0.75% 24
2023
Q1 		$2.7M Sell
24,608
-2
-0% -$221 0.68% 28
2022
Q4 		$2.71M Sell
24,610
-2,558
-9% -$274K 0.71% 26
2022
Q3 		$2.37M Sell
27,168
-7
-0% -$639 0.67% 29
2022
Q2 		$2.33M Sell
27,175
-1,784
-6% -$161K 0.63% 30
2022
Q1 		$2.39M Sell
28,959
-28,753
-50% -$2.24M 0.59% 32
2021
Q4 		$3.53M Sell
57,712
-3,998
-6% -$250K 0.84% 22
2021
Q3 		$3.63M Buy
61,710
+5,240
+9% +$299K 0.93% 22
2021
Q2 		$3.56M Sell
56,470
-1,038
-2% -$62K 0.95% 21
2021
Q1 		$3.21M Buy
57,508
+25,137
+78% +$1.32M 0.88% 20
2020
Q4 		$1.33M Buy
32,371
+282
+0.9% +$10.6K 0.37% 36
2020
Q3 		$1.1M Sell
32,089
-2,814
-8% -$115K 0.33% 38
2020
Q2 		$1.56M Buy
34,903
+1,045
+3% +$46.9K 0.55% 23
2020
Q1 		$1.28M Sell
33,858
-9,861
-23% -$544K 0.54% 25
2019
Q4 		$3.05M Buy
43,719
+5,846
+15% +$404K 1.67% 11
2019
Q3 		$2.67M Sell
37,873
-140
-0.4% -$10.1K 1.57% 11
2019
Q2 		$2.91M Buy
38,013
+60
+0.2% +$4.64K 1.76% 10
2019
Q1 		$3.07M Sell
37,953
-305
-0.8% -$23.3K 1.88% 9
2018
Q4 		$2.61M Buy
+38,258
New +$3M 1.92% 11

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prestige Wealth Management Group's XOM Position: Q1 2026 in Review

Prestige Wealth Management Group increased its ExxonMobil (XOM) stake by 0.8% in Q1 2026, buying an estimated $30.1K and bringing the position to 26,055 shares worth $4.42M. The position accounts for 0.87% of the portfolio, ranked #25.

Prestige Wealth Management Group first reported a position in XOM in Q4 2018 and has held it in 30 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Prestige Wealth Management Group held 26,055 shares of ExxonMobil worth $4.42M as of Q1 2026.
  • Prestige Wealth Management Group bought 206 ExxonMobil shares in Q1 2026, an estimated $30.1K.
  • ExxonMobil made up 0.87% of Prestige Wealth Management Group's portfolio in Q1 2026, its #25 holding.
  • Prestige Wealth Management Group first reported a position in ExxonMobil in Q4 2018 and has held it in 30 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.