Safe Harbor Fiduciary’s ExxonMobil XOM Stock Holding History

Safe Harbor Fiduciary’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	-395	Closed	-$47.5K	–	213
2025 Q4	$47.5K	Buy	+395	New	+$45.8K	0.04%	100
2025 Q2	$444K	Buy	4,119 +347	+9%	+$37.1K	0.42%	51
2025 Q1	$449K	Sell	3,772 -391	-9%	-$43.2K	0.46%	50
2024 Q4	$448K	Buy	4,163 +45	+1%	+$5.26K	0.46%	46
2024 Q3	$483K	Buy	+4,118	New	+$475K	0.45%	44

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

Safe Harbor Fiduciary's XOM Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 395 shares — an estimated $47.5K sold.

Safe Harbor Fiduciary first reported a position in XOM in Q3 2024 and held it in 5 quarters. The position peaked at $483K in Q3 2024. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Safe Harbor Fiduciary reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
Safe Harbor Fiduciary sold 395 ExxonMobil shares in Q1 2026, an estimated $47.5K.
Safe Harbor Fiduciary first reported a position in ExxonMobil in Q3 2024 and held it in 5 quarters.
Safe Harbor Fiduciary's ExxonMobil position peaked at $483K in Q3 2024.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.