Private Advisory Group’s ExxonMobil XOM Stock Holding History

Private Advisory 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	$14.8M	Sell	87,085 -50,402	-37%	-$7.36M	0.97%	24
2025 Q4	$16.5M	Buy	137,487 +6,039	+5%	+$700K	1.3%	19
2025 Q3	$14.8M	Buy	131,448 +34,916	+36%	+$3.88M	1.22%	20
2025 Q2	$10.4M	Buy	96,532 +94,576	+4,835%	+$10.1M	0.94%	32
2025 Q1	$233K	Sell	1,956 -525	-21%	-$58.1K	0.03%	185
2024 Q4	$267K	Buy	2,481 +631	+34%	+$73.8K	0.03%	183
2024 Q3	$217K	Buy	1,850 +39	+2%	+$4.5K	0.03%	188
2024 Q2	$208K	Buy	+1,811	New	+$211K	0.03%	166
2023 Q1	–	Sell	-13,962	Closed	-$1.54M	–	242
2022 Q4	$1.54M	Buy	+13,962	New	+$1.5M	0.34%	71
2022 Q3	–	Sell	-13,054	Closed	-$1.12M	–	220
2022 Q2	$1.12M	Buy	13,054 +2,053	+19%	+$185K	0.25%	75
2022 Q1	$909K	Buy	+11,001	New	+$855K	0.18%	88
2020 Q3	–	Sell	-60,378	Closed	-$2.7M	–	124
2020 Q2	$2.7M	Sell	60,378 -4,588	-7%	-$206K	1.11%	28
2020 Q1	$2.47M	Buy	+64,966	New	+$3.59M	1.26%	33

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

Private Advisory Group's XOM Position: Q1 2026 in Review

Private Advisory Group reduced its ExxonMobil (XOM) stake by 37% in Q1 2026, selling an estimated $7.36M and leaving 87,085 shares worth $14.8M. The position accounts for 0.97% of the portfolio, ranked #24.

Private Advisory Group first reported a position in XOM in Q1 2020 and has held it in 13 quarters since. The position peaked at $16.5M in Q4 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Private Advisory Group held 87,085 shares of ExxonMobil worth $14.8M as of Q1 2026.
Private Advisory Group sold 50,402 ExxonMobil shares in Q1 2026, an estimated $7.36M.
ExxonMobil made up 0.97% of Private Advisory Group's portfolio in Q1 2026, its #24 holding.
Private Advisory Group first reported a position in ExxonMobil in Q1 2020 and has held it in 13 quarters since.
Private Advisory Group's ExxonMobil position peaked at $16.5M in Q4 2025.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.