Private Wealth Asset Management’s ExxonMobil XOM Stock Holding History

Private Wealth Asset Management’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	$10.3M	Buy	60,765 +2,296	+4%	+$335K	1.1%	19
2025 Q4	$7.04M	Sell	58,469 -2,544	-4%	-$295K	0.77%	28
2025 Q3	$6.88M	Sell	61,013 -16,146	-21%	-$1.79M	0.81%	25
2025 Q2	$8.32M	Sell	77,159 -7,987	-9%	-$854K	1.1%	22
2025 Q1	$10.1M	Buy	+85,146	New	+$9.42M	1.46%	13

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 Wealth Asset Management's XOM Position: Q1 2026 in Review

Private Wealth Asset Management increased its ExxonMobil (XOM) stake by 3.9% in Q1 2026, buying an estimated $335K and bringing the position to 60,765 shares worth $10.3M. The position accounts for 1.1% of the portfolio, ranked #19.

Private Wealth Asset Management first reported a position in XOM in Q1 2025 and has held it in 5 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Private Wealth Asset Management held 60,765 shares of ExxonMobil worth $10.3M as of Q1 2026.
Private Wealth Asset Management bought 2,296 ExxonMobil shares in Q1 2026, an estimated $335K.
ExxonMobil made up 1.1% of Private Wealth Asset Management's portfolio in Q1 2026, its #19 holding.
Private Wealth Asset Management first reported a position in ExxonMobil in Q1 2025 and has held it in 5 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.