Semus Wealth Partners’s ExxonMobil XOM Stock Holding History

Semus 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	$444K	Sell	2,616 -367	-12%	-$53.6K	0.25%	67
2025 Q4	$359K	Sell	2,983 -519	-15%	-$60.2K	0.19%	76
2025 Q3	$395K	Sell	3,502 -11	-0.3%	-$1.22K	0.22%	70
2025 Q2	$379K	Sell	3,513 -175	-5%	-$18.7K	0.25%	73
2025 Q1	$439K	Buy	3,688 +115	+3%	+$12.7K	0.31%	62
2024 Q4	$384K	Buy	3,573 +29	+0.8%	+$3.39K	0.25%	71
2024 Q3	$415K	Buy	3,544 +163	+5%	+$18.8K	0.29%	69
2024 Q2	$389K	Sell	3,381 -1,697	-33%	-$198K	0.3%	64
2024 Q1	$590K	Sell	5,078 -1,187	-19%	-$124K	0.5%	40
2023 Q4	$626K	Buy	6,265 +2,036	+48%	+$214K	0.51%	42
2023 Q3	$497K	Buy	4,229 +12	+0.3%	+$1.32K	0.46%	49
2023 Q2	$452K	Sell	4,217 -897	-18%	-$97.9K	0.42%	58
2023 Q1	$561K	Buy	5,114 +354	+7%	+$39.2K	0.6%	39
2022 Q4	$525K	Buy	+4,760	New	+$510K	0.64%	42

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

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

Semus Wealth Partners reduced its ExxonMobil (XOM) stake by 12% in Q1 2026, selling an estimated $53.6K and leaving 2,616 shares worth $444K. The position accounts for 0.25% of the portfolio, ranked #67.

Semus Wealth Partners first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $626K in Q4 2023. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Semus Wealth Partners held 2,616 shares of ExxonMobil worth $444K as of Q1 2026.
Semus Wealth Partners sold 367 ExxonMobil shares in Q1 2026, an estimated $53.6K.
ExxonMobil made up 0.25% of Semus Wealth Partners's portfolio in Q1 2026, its #67 holding.
Semus Wealth Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
Semus Wealth Partners's ExxonMobil position peaked at $626K in Q4 2023.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.