Prosperity Consulting Group’s ExxonMobil XOM Stock Holding History

Prosperity Consulting 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	$10.2M	Buy	60,191 +121	+0.2%	+$17.7K	0.45%	41
2025 Q4	$7.23M	Sell	60,070 -7,844	-12%	-$910K	0.33%	55
2025 Q3	$7.66M	Sell	67,914 -3,180	-4%	-$354K	0.38%	49
2025 Q2	$7.66M	Sell	71,094 -1,080	-1%	-$115K	0.56%	39
2025 Q1	$8.58M	Buy	72,174 +7,591	+12%	+$840K	0.66%	32
2024 Q4	$6.95M	Sell	64,583 -5,852	-8%	-$685K	0.52%	42
2024 Q3	$8.26M	Buy	70,435 +6,485	+10%	+$749K	0.64%	33
2024 Q2	$7.36M	Sell	63,950 -4,912	-7%	-$572K	1%	18
2024 Q1	$8M	Buy	68,862 +59,411	+629%	+$6.22M	1%	19
2023 Q4	$945K	Buy	9,451 +2,156	+30%	+$227K	0.32%	67
2023 Q3	$858K	Buy	7,295 +3,976	+120%	+$436K	0.39%	59
2023 Q2	$356K	Buy	3,319 +272	+9%	+$29.7K	0.22%	80
2023 Q1	$334K	Buy	+3,047	New	+$337K	0.21%	83

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

Prosperity Consulting Group's XOM Position: Q1 2026 in Review

Prosperity Consulting Group increased its ExxonMobil (XOM) stake by 0.2% in Q1 2026, buying an estimated $17.7K and bringing the position to 60,191 shares worth $10.2M. The position accounts for 0.45% of the portfolio, ranked #41.

Prosperity Consulting Group first reported a position in XOM in Q1 2023 and has held it in 13 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Prosperity Consulting Group held 60,191 shares of ExxonMobil worth $10.2M as of Q1 2026.
Prosperity Consulting Group bought 121 ExxonMobil shares in Q1 2026, an estimated $17.7K.
ExxonMobil made up 0.45% of Prosperity Consulting Group's portfolio in Q1 2026, its #41 holding.
Prosperity Consulting Group first reported a position in ExxonMobil in Q1 2023 and has held it in 13 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.