Private Wealth Partners’s ExxonMobil XOM Stock Holding History

Private Wealth Partners’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
2020 Q4	–	Sell	-9,500	Closed	-$2K	–	130
2020 Q3	$2K	Sell	9,500 -200	-2%	-$8.18K	﹤0.01%	113
2020 Q2	$1K	Hold	9,700	–	–	﹤0.01%	109
2020 Q1	$65K	Hold	9,700	–	–	0.01%	114
2019 Q4	$1K	Buy	+9,700	New	+$671K	﹤0.01%	123
2019 Q3	–	Sell	-6,600	Closed	-$2K	–	140
2019 Q2	$2K	Buy	+6,600	New	+$511K	﹤0.01%	132

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 Partners's XOM Position: Q1 2026 in Review

Private Wealth Partners increased its ExxonMobil (XOM) stake by 0.41% in Q1 2026, buying an estimated $3.65K and bringing the position to 6,100 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #99.

Private Wealth Partners first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.02M in Q2 2013. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Private Wealth Partners held 6,100 shares of ExxonMobil worth $1.03M as of Q1 2026.
Private Wealth Partners bought 25 ExxonMobil shares in Q1 2026, an estimated $3.65K.
ExxonMobil made up 0.08% of Private Wealth Partners's portfolio in Q1 2026, its #99 holding.
Private Wealth Partners first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
Private Wealth Partners's ExxonMobil position peaked at $7.02M in Q2 2013.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.