Signature Wealth Management Group’s ExxonMobil XOM Stock Holding History

Signature Wealth Management 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	$482K	Hold	2,843	–	–	0.18%	98
2025 Q4	$342K	Hold	2,843	–	–	0.14%	91
2025 Q3	$321K	Hold	2,843	–	–	0.12%	99
2025 Q2	$306K	Hold	2,843	–	–	0.12%	101
2025 Q1	$338K	Hold	2,843	–	–	0.13%	98
2024 Q4	$306K	Hold	2,843	–	–	0.12%	98
2024 Q3	$333K	Sell	2,843 -36	-1%	-$4.16K	0.13%	92
2024 Q2	$331K	Hold	2,879	–	–	0.15%	93
2024 Q1	$345K	Buy	2,879 +36	+1%	+$3.77K	0.16%	93
2023 Q4	$284K	Buy	+2,843	New	+$299K	0.13%	93
2023 Q2	$305K	Buy	+2,843	New	+$310K	0.14%	87
2020 Q4	–	Sell	-42,352	Closed	-$1.45M	–	77
2020 Q3	$1.45M	Sell	42,352 -210	-0.5%	-$8.59K	1.05%	40
2020 Q2	$1.9M	Buy	42,562 +809	+2%	+$36.3K	1.45%	36
2020 Q1	$1.58M	Sell	41,753 -58	-0.1%	-$3.2K	1.39%	35
2019 Q4	$2.92M	Buy	41,811 +593	+1%	+$41K	1.84%	31
2019 Q3	$2.91M	Buy	41,218 +520	+1%	+$37.6K	1.93%	27
2019 Q2	$3.1M	Buy	40,698 +462	+1%	+$35.8K	2.07%	24
2019 Q1	$3.25M	Buy	40,236 +2,086	+5%	+$159K	2.28%	14
2018 Q4	$2.6M	Sell	38,150 -309	-0.8%	-$24.2K	2.02%	24
2018 Q3	$2.96M	Buy	38,459 +1,741	+5%	+$142K	2.2%	20
2018 Q2	$3.04M	Buy	36,718 +1,123	+3%	+$89.5K	2.25%	16
2018 Q1	$2.66M	Buy	35,595 +1,447	+4%	+$116K	2.05%	27
2017 Q4	$2.86M	Buy	+34,148	New	+$2.82M	2.09%	23

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

Signature Wealth Management Group's XOM Position: Q1 2026 in Review

Signature Wealth Management Group held its ExxonMobil (XOM) position steady in Q1 2026 at 2,843 shares worth $482K. The position accounts for 0.18% of the portfolio, ranked #98.

Signature Wealth Management Group first reported a position in XOM in Q4 2017 and has held it in 23 quarters since. The position peaked at $3.25M in Q1 2019. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Signature Wealth Management Group held 2,843 shares of ExxonMobil worth $482K as of Q1 2026.
Signature Wealth Management Group left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.18% of Signature Wealth Management Group's portfolio in Q1 2026, its #98 holding.
Signature Wealth Management Group first reported a position in ExxonMobil in Q4 2017 and has held it in 23 quarters since.
Signature Wealth Management Group's ExxonMobil position peaked at $3.25M in Q1 2019.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.