Simplicity Wealth’s ExxonMobil XOM Stock Holding History

Simplicity Wealth’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	$8.51M	Buy	50,156 +5,045	+11%	+$736K	0.48%	44
2025 Q4	$5.43M	Sell	45,111 -6,280	-12%	-$728K	0.32%	64
2025 Q3	$5.79M	Sell	51,391 -19,285	-27%	-$2.14M	0.34%	64
2025 Q2	$7.62M	Buy	70,676 +33,225	+89%	+$3.55M	0.32%	73
2025 Q1	$4.45M	Buy	37,451 +23,133	+162%	+$2.56M	0.35%	61
2024 Q4	$1.54M	Sell	14,318 -10,665	-43%	-$1.25M	0.32%	55
2024 Q3	$2.93M	Sell	24,983 -108,446	-81%	-$12.5M	0.27%	83
2024 Q2	$15.4M	Buy	133,429 +4,078	+3%	+$475K	0.35%	51
2024 Q1	$14M	Buy	129,351 +127,203	+5,922%	+$13.3M	0.33%	55
2023 Q4	$215K	Buy	+2,148	New	+$226K	0.08%	167

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

Simplicity Wealth's XOM Position: Q1 2026 in Review

Simplicity Wealth increased its ExxonMobil (XOM) stake by 11% in Q1 2026, buying an estimated $736K and bringing the position to 50,156 shares worth $8.51M. The position accounts for 0.48% of the portfolio, ranked #44.

Simplicity Wealth first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.4M in Q2 2024. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Simplicity Wealth held 50,156 shares of ExxonMobil worth $8.51M as of Q1 2026.
Simplicity Wealth bought 5,045 ExxonMobil shares in Q1 2026, an estimated $736K.
ExxonMobil made up 0.48% of Simplicity Wealth's portfolio in Q1 2026, its #44 holding.
Simplicity Wealth first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
Simplicity Wealth's ExxonMobil position peaked at $15.4M in Q2 2024.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.