QP Wealth Management’s ExxonMobil XOM Stock Holding History

QP Wealth Management’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	–	Sell	-3,791	Closed	-$456K	–	118
2025 Q4	$456K	Buy	+3,791	New	+$440K	0.4%	61
2020 Q2	–	Sell	-4,836	Closed	-$210K	–	67
2020 Q1	$210K	Sell	4,836 -350	-7%	-$19.3K	0.3%	56
2019 Q4	$336K	Buy	+5,186	New	+$359K	0.41%	58

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

QP Wealth Management's XOM Position: Q1 2026 in Review

QP Wealth Management sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 3,791 shares — an estimated $456K sold.

QP Wealth Management first reported a position in XOM in Q4 2019 and held it in 3 quarters. The position peaked at $456K in Q4 2025. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

QP Wealth Management reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
QP Wealth Management sold 3,791 ExxonMobil shares in Q1 2026, an estimated $456K.
QP Wealth Management first reported a position in ExxonMobil in Q4 2019 and held it in 3 quarters.
QP Wealth Management's ExxonMobil position peaked at $456K in Q4 2025.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on QP Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.