Savvy Advisors Inc’s ExxonMobil XOM Stock Holding History

Savvy Advisors Inc’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	$15.9M	Buy	93,522 +6,501	+7%	+$949K	0.42%	51
2025 Q4	$10.5M	Buy	87,021 +21,662	+33%	+$2.51M	0.34%	54
2025 Q3	$7.37M	Buy	65,359 +12,862	+25%	+$1.43M	0.34%	57
2025 Q2	$5.66M	Buy	52,497 +16,594	+46%	+$1.77M	0.38%	48
2025 Q1	$4.27M	Buy	35,903 +5,525	+18%	+$611K	0.43%	43
2024 Q4	$3.27M	Buy	30,378 +1,797	+6%	+$210K	0.39%	43
2024 Q3	$3.35M	Buy	28,581 +16,757	+142%	+$1.93M	0.68%	27
2024 Q2	$1.36M	Buy	11,824 +2,912	+33%	+$339K	0.44%	50
2024 Q1	$1.04M	Buy	8,912 +1,898	+27%	+$199K	0.6%	37
2023 Q4	$701K	Buy	+7,014	New	+$737K	0.68%	36

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

Savvy Advisors Inc's XOM Position: Q1 2026 in Review

Savvy Advisors Inc increased its ExxonMobil (XOM) stake by 7.5% in Q1 2026, buying an estimated $949K and bringing the position to 93,522 shares worth $15.9M. The position accounts for 0.42% of the portfolio, ranked #51.

Savvy Advisors Inc 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.

Savvy Advisors Inc held 93,522 shares of ExxonMobil worth $15.9M as of Q1 2026.
Savvy Advisors Inc bought 6,501 ExxonMobil shares in Q1 2026, an estimated $949K.
ExxonMobil made up 0.42% of Savvy Advisors Inc's portfolio in Q1 2026, its #51 holding.
Savvy Advisors Inc 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 Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.