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Seaside Wealth Management’s ExxonMobil XOM Stock Holding History

Seaside Wealth Management’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 		$869K Sell
5,121
-177
-3% -$25.8K 0.24% 27
2025
Q4 		$638K Buy
5,298
+128
+2% +$14.8K 0.18% 33
2025
Q3 		$583K Sell
5,170
-70
-1% -$7.78K 0.17% 35
2025
Q2 		$565K Buy
5,240
+83
+2% +$8.87K 0.18% 34
2025
Q1 		$613K Buy
5,157
+93
+2% +$10.3K 0.22% 30
2024
Q4 		$545K Buy
5,064
+12
+0.2% +$1.4K 0.2% 30
2024
Q3 		$592K Buy
5,052
+12
+0.2% +$1.39K 0.22% 30
2024
Q2 		$580K Sell
5,040
-391
-7% -$45.5K 0.24% 30
2024
Q1 		$631K Buy
5,431
+14
+0.3% +$1.47K 0.27% 29
2023
Q4 		$542K Buy
5,417
+16
+0.3% +$1.68K 0.25% 28
2023
Q3 		$635K Sell
5,401
-80
-1% -$8.78K 0.32% 25
2023
Q2 		$588K Buy
5,481
+50
+0.9% +$5.46K 0.3% 26
2023
Q1 		$597K Sell
5,431
-20
-0.4% -$2.21K 0.36% 25
2022
Q4 		$601K Sell
5,451
-177
-3% -$19K 0.4% 25
2022
Q3 		$625K Buy
5,628
+2,624
+87% +$240K 0.43% 25
2022
Q2 		$290K Buy
+3,004
New +$271K 0.22% 33

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

Seaside Wealth Management's XOM Position: Q1 2026 in Review

Seaside Wealth Management reduced its ExxonMobil (XOM) stake by 3.3% in Q1 2026, selling an estimated $25.8K and leaving 5,121 shares worth $869K. The position accounts for 0.24% of the portfolio, ranked #27.

Seaside Wealth Management first reported a position in XOM in Q2 2022 and has held it in 16 quarters since. 4,763 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Seaside Wealth Management held 5,121 shares of ExxonMobil worth $869K as of Q1 2026.
  • Seaside Wealth Management sold 177 ExxonMobil shares in Q1 2026, an estimated $25.8K.
  • ExxonMobil made up 0.24% of Seaside Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Seaside Wealth Management first reported a position in ExxonMobil in Q2 2022 and has held it in 16 quarters since.
  • 4,763 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.