Prosperitas Financial’s ExxonMobil XOM Stock Holding History

Prosperitas Financial’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	$363K	Buy	2,141 +218	+11%	+$31.8K	0.14%	61
2025 Q4	$231K	Buy	+1,923	New	+$223K	0.09%	71

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

Prosperitas Financial's XOM Position: Q1 2026 in Review

Prosperitas Financial increased its ExxonMobil (XOM) stake by 11% in Q1 2026, buying an estimated $31.8K and bringing the position to 2,141 shares worth $363K. The position accounts for 0.14% of the portfolio, ranked #61.

Prosperitas Financial first reported a position in XOM in Q4 2025 and has held it in 2 quarters since. 4,779 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Prosperitas Financial held 2,141 shares of ExxonMobil worth $363K as of Q1 2026.
Prosperitas Financial bought 218 ExxonMobil shares in Q1 2026, an estimated $31.8K.
ExxonMobil made up 0.14% of Prosperitas Financial's portfolio in Q1 2026, its #61 holding.
Prosperitas Financial first reported a position in ExxonMobil in Q4 2025 and has held it in 2 quarters since.
4,779 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.