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Regal Investment Advisors’s ExxonMobil XOM Stock Holding History

Regal Investment 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
2020
Q3 		– Sell
-100
Closed -$4K – 316
2020
Q2 		$4K Buy
+100
New +$4.49K ﹤0.01% 330
2019
Q2 		– Sell
-600
Closed -$48K – 381
2019
Q1 		$48K Buy
+600
New +$45.7K 0.01% 323

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

Regal Investment Advisors's XOM Position: Q1 2026 in Review

Regal Investment Advisors increased its ExxonMobil (XOM) stake by 18% in Q1 2026, buying an estimated $1.16M and bringing the position to 52,204 shares worth $8.86M. The position accounts for 0.51% of the portfolio, ranked #46.

Regal Investment Advisors first reported a position in XOM in Q2 2013 and has held it in 49 quarters since. 4,774 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Regal Investment Advisors held 52,204 shares of ExxonMobil worth $8.86M as of Q1 2026.
  • Regal Investment Advisors bought 7,977 ExxonMobil shares in Q1 2026, an estimated $1.16M.
  • ExxonMobil made up 0.51% of Regal Investment Advisors's portfolio in Q1 2026, its #46 holding.
  • Regal Investment Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 49 quarters since.
  • 4,774 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.