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Principal Securities’s ExxonMobil XOM Stock Holding History

Principal Securities’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 		$18.5M Buy
109,151
+74
+0.1% +$10.8K 0.27% 66
2025
Q4 		$13.1M Buy
109,077
+3,673
+3% +$426K 0.2% 94
2025
Q3 		$11.9M Buy
105,404
+4,918
+5% +$547K 0.2% 100
2025
Q2 		$10.8M Buy
100,486
+8,803
+10% +$941K 0.2% 95
2025
Q1 		$9.86M Buy
91,683
+164
+0.2% +$18.1K 0.22% 90
2024
Q4 		$9.84M Buy
91,519
+5,277
+6% +$617K 0.22% 89
2024
Q3 		$10.1M Buy
86,242
+9,385
+12% +$1.08M 0.24% 83
2024
Q2 		$8.85M Buy
76,857
+10,579
+16% +$1.23M 0.24% 79
2024
Q1 		$7.7M Buy
66,278
+5,926
+10% +$620K 0.24% 84
2023
Q4 		$6.03M Buy
+60,352
New +$6.34M 0.22% 94

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

Principal Securities's XOM Position: Q1 2026 in Review

Principal Securities increased its ExxonMobil (XOM) stake by 0.07% in Q1 2026, buying an estimated $10.8K and bringing the position to 109,151 shares worth $18.5M. The position accounts for 0.27% of the portfolio, ranked #66.

Principal Securities first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Principal Securities held 109,151 shares of ExxonMobil worth $18.5M as of Q1 2026.
  • Principal Securities bought 74 ExxonMobil shares in Q1 2026, an estimated $10.8K.
  • ExxonMobil made up 0.27% of Principal Securities's portfolio in Q1 2026, its #66 holding.
  • Principal Securities first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.