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Safeguard Investment Advisory Group’s ExxonMobil XOM Stock Holding History

Safeguard Investment Advisory Group’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 		$1.41M Sell
8,322
-644
-7% -$94K 0.39% 27
2025
Q4 		$1.08M Sell
8,966
-359
-4% -$41.6K 0.28% 38
2025
Q3 		$1.05M Sell
9,325
-273
-3% -$30.3K 0.26% 39
2025
Q2 		$1.03M Sell
9,598
-1,363
-12% -$146K 0.26% 42
2025
Q1 		$1.3M Buy
10,961
+1,889
+21% +$209K 0.35% 33
2024
Q4 		$976K Buy
9,072
+301
+3% +$35.2K 0.27% 39
2024
Q3 		$1.03M Buy
8,771
+1,100
+14% +$127K 0.29% 38
2024
Q2 		$883K Buy
7,671
+9
+0.1% +$1.05K 0.27% 40
2024
Q1 		$891K Sell
7,662
-1,047
-12% -$110K 0.3% 37
2023
Q4 		$870K Buy
8,709
+328
+4% +$34.5K 0.33% 36
2023
Q3 		$986K Sell
8,381
-652
-7% -$71.5K 0.43% 31
2023
Q2 		$969K Sell
9,033
-707
-7% -$77.1K 0.41% 35
2023
Q1 		$1.07M Sell
9,740
-295
-3% -$32.6K 0.51% 31
2022
Q4 		$1.11M Sell
10,035
-54
-0.5% -$5.79K 0.68% 33
2022
Q3 		$880K Sell
10,089
-248
-2% -$22.6K 0.6% 35
2022
Q2 		$853K Hold
10,337
– – 0.52% 38
2022
Q1 		$853K Sell
10,337
-126
-1% -$9.79K 0.58% 33
2021
Q4 		$640K Sell
10,463
-627
-6% -$39.2K 0.37% 43
2021
Q3 		$652K Sell
11,090
-118
-1% -$6.72K 0.42% 39
2021
Q2 		$707K Buy
11,208
+37
+0.3% +$2.21K 0.5% 36
2021
Q1 		$623K Sell
11,171
-1,842
-14% -$96.6K 0.56% 33
2020
Q4 		$536K Buy
+13,013
New +$488K 0.48% 35

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

Safeguard Investment Advisory Group's XOM Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its ExxonMobil (XOM) stake by 7.2% in Q1 2026, selling an estimated $94K and leaving 8,322 shares worth $1.41M. The position accounts for 0.39% of the portfolio, ranked #27.

Safeguard Investment Advisory Group first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Safeguard Investment Advisory Group held 8,322 shares of ExxonMobil worth $1.41M as of Q1 2026.
  • Safeguard Investment Advisory Group sold 644 ExxonMobil shares in Q1 2026, an estimated $94K.
  • ExxonMobil made up 0.39% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #27 holding.
  • Safeguard Investment Advisory Group first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • 4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.