Quattro Financial Advisors’s ExxonMobil XOM Stock Holding History

Quattro Financial Advisors’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	-8,400	Closed	-$1.01M	–	95
2025 Q4	$1.01M	Buy	+8,400	New	+$974K	0.3%	53

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

Quattro Financial Advisors's XOM Position: Q1 2026 in Review

Quattro Financial Advisors sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 8,400 shares — an estimated $1.01M sold.

Quattro Financial Advisors first reported a position in XOM in Q4 2025 and held it in 1 quarter. The position peaked at $1.01M in Q4 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Quattro Financial Advisors reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
Quattro Financial Advisors sold 8,400 ExxonMobil shares in Q1 2026, an estimated $1.01M.
Quattro Financial Advisors first reported a position in ExxonMobil in Q4 2025 and held it in 1 quarter.
Quattro Financial Advisors's ExxonMobil position peaked at $1.01M in Q4 2025.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Quattro Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.