Providence Wealth Advisors’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.67M Sell
16,557
-45
-0.3% -$6.57K 1.7% 16
2025
Q4
$2.09M Buy
16,602
+121
+0.7% +$14K 1.3% 21
2025
Q3
$1.9M Buy
16,481
+251
+2% +$27.9K 1.2% 25
2025
Q2
$1.73M Sell
16,230
-1,144
-7% -$122K 1.19% 26
2025
Q1
$2.05M Buy
17,374
+2,333
+16% +$258K 1.56% 19
2024
Q4
$1.63M Buy
15,041
+18
+0.1% +$2.11K 1.23% 25
2024
Q3
$1.8M Buy
15,023
+194
+1% +$22.4K 1.33% 23
2024
Q2
$1.71M Buy
14,829
+206
+1% +$24K 1.36% 22
2024
Q1
$1.73M Buy
14,623
+9,660
+195% +$1.01M 1.48% 19
2023
Q4
$717K Sell
4,963
-9,708
-66% -$1.02M 0.65% 48
2023
Q3
$1.69M Buy
14,671
+613
+4% +$67.2K 1.88% 15
2023
Q2
$1.5M Buy
14,058
+3
+0% +$327 1.66% 20
2023
Q1
$1.6M Buy
14,055
+253
+2% +$28K 1.18% 27
2022
Q4
$1.51M Buy
13,802
+79
+0.6% +$8.46K 1.12% 29
2022
Q3
$1.54M Sell
13,723
-396
-3% -$36.2K 1.15% 29
2022
Q2
$1.15M Buy
14,119
+1,303
+10% +$118K 0.83% 39
2022
Q1
$1.06M Sell
12,816
-1,295
-9% -$101K 0.68% 48
2021
Q4
$970K Buy
14,111
+1,803
+15% +$113K 0.61% 52
2021
Q3
$741K Buy
12,308
+203
+2% +$11.6K 0.52% 55
2021
Q2
$755K Sell
12,105
-697
-5% -$41.6K 0.52% 57
2021
Q1
$715K Buy
12,802
+1,501
+13% +$78.7K 0.53% 58
2020
Q4
$470K Buy
11,301
+1,248
+12% +$46.8K 0.39% 66
2020
Q3
$345K Sell
10,053
-8,640
-46% -$353K 0.34% 68
2020
Q2
$836K Buy
18,693
+85
+0.5% +$3.81K 0.85% 39
2020
Q1
$718K Sell
18,608
-915
-5% -$50.5K 0.87% 38
2019
Q4
$1.36M Sell
19,523
-2,079
-10% -$144K 1.25% 27
2019
Q3
$1.52M Buy
21,602
+380
+2% +$27.5K 1.36% 23
2019
Q2
$1.61M Buy
21,222
+372
+2% +$28.8K 1.5% 22
2019
Q1
$1.7M Buy
20,850
+724
+4% +$55.2K 1.6% 20
2018
Q4
$1.37M Sell
20,126
-297
-1% -$23.3K 1.52% 22
2018
Q3
$1.74M Sell
20,423
-582
-3% -$47.6K 1.58% 18
2018
Q2
$1.74M Buy
21,005
+49
+0.2% +$3.9K 1.69% 19
2018
Q1
$1.53M Buy
+20,956
New +$1.68M 2.27% 12

Other funds holding XOM

Providence Wealth Advisors's XOM Position: Q1 2026 in Review

Providence Wealth Advisors reduced its ExxonMobil (XOM) stake by 0.27% in Q1 2026, selling an estimated $6.57K and leaving 16,557 shares worth $2.67M. The position accounts for 1.7% of the portfolio, ranked #16.

Providence Wealth Advisors first reported a position in XOM in Q1 2018 and has held it in 33 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Providence Wealth Advisors held 16,557 shares of ExxonMobil worth $2.67M as of Q1 2026.
  • Providence Wealth Advisors sold 45 ExxonMobil shares in Q1 2026, an estimated $6.57K.
  • ExxonMobil made up 1.7% of Providence Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Providence Wealth Advisors first reported a position in ExxonMobil in Q1 2018 and has held it in 33 quarters since.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Providence Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.