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SHP Wealth Management’s ExxonMobil XOM Stock Holding History

SHP 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 		$3.71M Buy
21,855
+3,525
+19% +$514K 0.28% 28
2025
Q4 		$2.21M Buy
+18,330
New +$2.13M 0.17% 45

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

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

SHP Wealth Management increased its ExxonMobil (XOM) stake by 19% in Q1 2026, buying an estimated $514K and bringing the position to 21,855 shares worth $3.71M. The position accounts for 0.28% of the portfolio, ranked #28.

SHP Wealth Management first reported a position in XOM in Q4 2025 and has held it in 2 quarters since. 4,775 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • SHP Wealth Management held 21,855 shares of ExxonMobil worth $3.71M as of Q1 2026.
  • SHP Wealth Management bought 3,525 ExxonMobil shares in Q1 2026, an estimated $514K.
  • ExxonMobil made up 0.28% of SHP Wealth Management's portfolio in Q1 2026, its #28 holding.
  • SHP Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 2 quarters since.
  • 4,775 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.