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Resurgent Financial Advisors’s ExxonMobil XOM Stock Holding History

Resurgent 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 		$3.89M Buy
22,929
+1,979
+9% +$289K 1.4% 13
2025
Q4 		$2.52M Buy
20,950
+2,336
+13% +$271K 1.26% 14
2025
Q3 		$2.1M Buy
18,614
+251
+1% +$27.9K 1.03% 19
2025
Q2 		$1.98M Buy
18,363
+1,374
+8% +$147K 1.09% 19
2025
Q1 		$2.02M Sell
16,989
-82
-0.5% -$9.07K 1.21% 18
2024
Q4 		$1.84M Sell
17,071
-4,531
-21% -$530K 1.08% 19
2024
Q3 		$2.53M Buy
21,602
+4,805
+29% +$555K 1.48% 13
2024
Q2 		$1.93M Sell
16,797
-940
-5% -$109K 1.2% 17
2024
Q1 		$2.06M Buy
17,737
+2,813
+19% +$294K 1.1% 20
2023
Q4 		$1.49M Buy
14,924
+789
+6% +$82.9K 0.92% 23
2023
Q3 		$1.66M Buy
14,135
+839
+6% +$92K 1.13% 17
2023
Q2 		$1.43M Sell
13,296
-136
-1% -$14.8K 0.94% 22
2023
Q1 		$1.47M Sell
13,432
-2,111
-14% -$233K 0.98% 23
2022
Q4 		$1.71M Buy
15,543
+1,774
+13% +$190K 0.9% 21
2022
Q3 		$1.2M Buy
13,769
+2,087
+18% +$191K 0.8% 35
2022
Q2 		$1M Sell
11,682
-679
-5% -$61.2K 0.64% 44
2022
Q1 		$1.02M Buy
12,361
+263
+2% +$20.4K 0.63% 40
2021
Q4 		$740K Buy
+12,098
New +$756K 0.59% 49

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

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

Resurgent Financial Advisors increased its ExxonMobil (XOM) stake by 9.4% in Q1 2026, buying an estimated $289K and bringing the position to 22,929 shares worth $3.89M. The position accounts for 1.4% of the portfolio, ranked #13.

Resurgent Financial Advisors first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Resurgent Financial Advisors held 22,929 shares of ExxonMobil worth $3.89M as of Q1 2026.
  • Resurgent Financial Advisors bought 1,979 ExxonMobil shares in Q1 2026, an estimated $289K.
  • ExxonMobil made up 1.4% of Resurgent Financial Advisors's portfolio in Q1 2026, its #13 holding.
  • Resurgent Financial Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.