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RoundAngle Advisors’s ExxonMobil XOM Stock Holding History

RoundAngle 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 		$2.45M Buy
14,453
+13
+0.1% +$1.9K 1.83% 21
2025
Q4 		$1.74M Buy
14,440
+682
+5% +$79.1K 1.27% 35
2025
Q3 		$1.55M Buy
13,758
+57
+0.4% +$6.34K 1.2% 38
2025
Q2 		$1.48M Buy
13,701
+101
+0.7% +$10.8K 1.23% 36
2025
Q1 		$1.62M Buy
13,600
+392
+3% +$43.4K 1.49% 31
2024
Q4 		$1.42M Buy
+13,208
New +$1.55M 1.35% 31

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

RoundAngle Advisors's XOM Position: Q1 2026 in Review

RoundAngle Advisors increased its ExxonMobil (XOM) stake by 0.09% in Q1 2026, buying an estimated $1.9K and bringing the position to 14,453 shares worth $2.45M. The position accounts for 1.83% of the portfolio, ranked #21.

RoundAngle Advisors first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,774 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • RoundAngle Advisors held 14,453 shares of ExxonMobil worth $2.45M as of Q1 2026.
  • RoundAngle Advisors bought 13 ExxonMobil shares in Q1 2026, an estimated $1.9K.
  • ExxonMobil made up 1.83% of RoundAngle Advisors's portfolio in Q1 2026, its #21 holding.
  • RoundAngle Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
  • 4,774 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on RoundAngle Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.