Shared Vision Wealth Group’s ExxonMobil XOM Stock Holding History

Shared Vision Wealth 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	$263K	Hold	1,547	–	–	0.11%	83
2025 Q4	$209K	Buy	+1,547	New	+$179K	0.08%	95

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

Shared Vision Wealth Group's XOM Position: Q1 2026 in Review

Shared Vision Wealth Group held its ExxonMobil (XOM) position steady in Q1 2026 at 1,547 shares worth $263K. The position accounts for 0.11% of the portfolio, ranked #83.

Shared Vision Wealth Group first reported a position in XOM in Q4 2025 and has held it in 2 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Shared Vision Wealth Group held 1,547 shares of ExxonMobil worth $263K as of Q1 2026.
Shared Vision Wealth Group left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.11% of Shared Vision Wealth Group's portfolio in Q1 2026, its #83 holding.
Shared Vision Wealth Group first reported a position in ExxonMobil in Q4 2025 and has held it in 2 quarters since.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.