Seneca Financial Advisors’s ExxonMobil XOM Stock Holding History

Seneca Financial Advisors’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	$3.58M	Hold	21,108	–	–	1.05%	19
2025 Q4	$2.54M	Hold	21,108	–	–	0.77%	21
2025 Q3	$2.38M	Hold	21,108	–	–	0.78%	21
2025 Q2	$2.28M	Hold	21,108	–	–	0.88%	22
2025 Q1	$2.51M	Sell	21,108 -60	-0.3%	-$6.64K	1.22%	17
2024 Q4	$2.28M	Hold	21,168	–	–	1.13%	17
2024 Q3	$2.48M	Sell	21,168 -16	-0.1%	-$1.85K	1.21%	17
2024 Q2	$2.44M	Sell	21,184 -61	-0.3%	-$7.11K	1.26%	17
2024 Q1	$2.47M	Sell	21,245 -17	-0.1%	-$1.78K	1.32%	17
2023 Q4	$2.13M	Hold	21,262	–	–	1.23%	19
2023 Q3	$2.5M	Sell	21,262 -142	-0.7%	-$15.6K	1.71%	14
2023 Q2	$2.3M	Buy	21,404 +175	+0.8%	+$19.1K	1.52%	14
2023 Q1	$2.33M	Hold	21,229	–	–	1.5%	16
2022 Q4	$2.34M	Hold	21,229	–	–	1.48%	16
2022 Q3	$1.85M	Buy	21,229 +61	+0.3%	+$5.57K	1.33%	16
2022 Q2	$1.81M	Hold	21,168	–	–	1.22%	17
2022 Q1	$1.75M	Sell	21,168 -1	-0%	-$78	1.06%	18
2021 Q4	$1.3M	Sell	21,169 -22	-0.1%	-$1.38K	0.77%	20
2021 Q3	$1.25M	Sell	21,191 -150	-0.7%	-$8.55K	0.83%	20
2021 Q2	$1.35M	Sell	21,341 -76	-0.4%	-$4.54K	0.88%	20
2021 Q1	$1.2M	Sell	21,417 -417	-2%	-$21.9K	0.84%	21
2020 Q4	$900K	Buy	+21,834	New	+$819K	0.68%	22

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

Seneca Financial Advisors's XOM Position: Q1 2026 in Review

Seneca Financial Advisors held its ExxonMobil (XOM) position steady in Q1 2026 at 21,108 shares worth $3.58M. The position accounts for 1.05% of the portfolio, ranked #19.

Seneca Financial Advisors first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Seneca Financial Advisors held 21,108 shares of ExxonMobil worth $3.58M as of Q1 2026.
Seneca Financial Advisors left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 1.05% of Seneca Financial Advisors's portfolio in Q1 2026, its #19 holding.
Seneca Financial Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.