Sagespring Wealth Partners’s ExxonMobil XOM Stock Holding History

Sagespring Wealth Partners’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	$11.6M	Buy	68,101 +2,008	+3%	+$293K	0.21%	65
2025 Q4	$7.95M	Buy	66,093 +6,510	+11%	+$755K	0.14%	86
2025 Q3	$6.72M	Sell	59,583 -247	-0.4%	-$27.5K	0.13%	87
2025 Q2	$6.45M	Buy	59,830 +3,482	+6%	+$372K	0.14%	85
2025 Q1	$6.7M	Buy	56,348 +10,468	+23%	+$1.16M	0.17%	70
2024 Q4	$4.94M	Buy	+45,880	New	+$5.37M	0.13%	80

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

Sagespring Wealth Partners's XOM Position: Q1 2026 in Review

Sagespring Wealth Partners increased its ExxonMobil (XOM) stake by 3% in Q1 2026, buying an estimated $293K and bringing the position to 68,101 shares worth $11.6M. The position accounts for 0.21% of the portfolio, ranked #65.

Sagespring Wealth Partners first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Sagespring Wealth Partners held 68,101 shares of ExxonMobil worth $11.6M as of Q1 2026.
Sagespring Wealth Partners bought 2,008 ExxonMobil shares in Q1 2026, an estimated $293K.
ExxonMobil made up 0.21% of Sagespring Wealth Partners's portfolio in Q1 2026, its #65 holding.
Sagespring Wealth Partners first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.