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Quotient Wealth Partners’s ExxonMobil XOM Stock Holding History

Quotient Wealth Partners’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 		$84.7M Sell
499,355
-84,801
-15% -$12.4M 2.23% 13
2025
Q4 		$70.3M Sell
584,156
-41,323
-7% -$4.79M 1.87% 13
2025
Q3 		$70.5M Sell
625,479
-4,659
-0.7% -$518K 1.93% 16
2025
Q2 		$67.9M Buy
630,138
+7,857
+1% +$840K 2% 15
2025
Q1 		$74M Buy
622,281
+44,859
+8% +$4.96M 2.36% 15
2024
Q4 		$62.1M Sell
577,422
-5,936
-1% -$694K 2.03% 13
2024
Q3 		$68.4M Sell
583,358
-12,651
-2% -$1.46M 2.25% 13
2024
Q2 		$68.6M Sell
596,009
-12,919
-2% -$1.5M 2.4% 13
2024
Q1 		$70.8M Sell
608,928
-40,247
-6% -$4.21M 2.53% 12
2023
Q4 		$64.9M Buy
+649,175
New +$68.2M 2.52% 12

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Quotient Wealth Partners's XOM Position: Q1 2026 in Review

Quotient Wealth Partners reduced its ExxonMobil (XOM) stake by 15% in Q1 2026, selling an estimated $12.4M and leaving 499,355 shares worth $84.7M. The position accounts for 2.23% of the portfolio, ranked #13.

Quotient Wealth Partners first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Quotient Wealth Partners held 499,355 shares of ExxonMobil worth $84.7M as of Q1 2026.
  • Quotient Wealth Partners sold 84,801 ExxonMobil shares in Q1 2026, an estimated $12.4M.
  • ExxonMobil made up 2.23% of Quotient Wealth Partners's portfolio in Q1 2026, its #13 holding.
  • Quotient Wealth Partners first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.