Prospect Financial Services’s ExxonMobil XOM Stock Holding History

Prospect Financial Services’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	$2.85M	Sell	16,775 -610	-4%	-$89K	1.74%	18
2025 Q4	$2.09M	Sell	17,385 -409	-2%	-$47.4K	1.2%	23
2025 Q3	$2.01M	Sell	17,794 -337	-2%	-$37.5K	1.15%	25
2025 Q2	$1.95M	Sell	18,131 -3,368	-16%	-$360K	1.22%	23
2025 Q1	$2.56M	Sell	21,499 -4,335	-17%	-$479K	1.42%	22
2024 Q4	$2.78M	Sell	25,834 -2,816	-10%	-$329K	1.52%	22
2024 Q3	$3.36M	Sell	28,650 -3,462	-11%	-$400K	2.08%	16
2024 Q2	$3.7M	Sell	32,112 -5,375	-14%	-$626K	2.84%	12
2024 Q1	$4.36M	Sell	37,487 -782	-2%	-$81.8K	3.6%	7
2023 Q4	$3.83M	Buy	+38,269	New	+$4.02M	3.86%	6

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

Prospect Financial Services's XOM Position: Q1 2026 in Review

Prospect Financial Services reduced its ExxonMobil (XOM) stake by 3.5% in Q1 2026, selling an estimated $89K and leaving 16,775 shares worth $2.85M. The position accounts for 1.74% of the portfolio, ranked #18.

Prospect Financial Services first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.36M in Q1 2024. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Prospect Financial Services held 16,775 shares of ExxonMobil worth $2.85M as of Q1 2026.
Prospect Financial Services sold 610 ExxonMobil shares in Q1 2026, an estimated $89K.
ExxonMobil made up 1.74% of Prospect Financial Services's portfolio in Q1 2026, its #18 holding.
Prospect Financial Services first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
Prospect Financial Services's ExxonMobil position peaked at $4.36M in Q1 2024.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.