Sard Wealth Management Group’s ExxonMobil XOM Stock Holding History

Sard Wealth Management 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	$1.28M	Sell	7,530 -97	-1%	-$14.2K	0.69%	19
2025 Q4	$918K	Buy	7,627 +270	+4%	+$31.3K	0.5%	22
2025 Q3	$830K	Buy	7,357 +17	+0.2%	+$1.89K	0.47%	21
2025 Q2	$791K	Buy	7,340 +98	+1%	+$10.5K	0.49%	21
2025 Q1	$861K	Sell	7,242 -13	-0.2%	-$1.44K	0.58%	18
2024 Q4	$780K	Sell	7,255 -6	-0.1%	-$702	0.52%	18
2024 Q3	$851K	Sell	7,261 -3,732	-34%	-$431K	0.56%	18
2024 Q2	$1.27M	Buy	10,993 +10	+0.1%	+$1.17K	0.89%	15
2024 Q1	$1.28M	Sell	10,983 -46	-0.4%	-$4.81K	1.15%	14
2023 Q4	$1.1M	Buy	+11,029	New	+$1.16M	1.11%	13

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

Sard Wealth Management Group's XOM Position: Q1 2026 in Review

Sard Wealth Management Group reduced its ExxonMobil (XOM) stake by 1.3% in Q1 2026, selling an estimated $14.2K and leaving 7,530 shares worth $1.28M. The position accounts for 0.69% of the portfolio, ranked #19.

Sard Wealth Management Group first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Sard Wealth Management Group held 7,530 shares of ExxonMobil worth $1.28M as of Q1 2026.
Sard Wealth Management Group sold 97 ExxonMobil shares in Q1 2026, an estimated $14.2K.
ExxonMobil made up 0.69% of Sard Wealth Management Group's portfolio in Q1 2026, its #19 holding.
Sard Wealth Management Group first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.