Solutions 4 Wealth’s ExxonMobil XOM Stock Holding History

Solutions 4 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	$667K	Sell	3,934 -2,128	-35%	-$311K	1%	30
2025 Q4	$730K	Sell	6,062 -29	-0.5%	-$3.36K	1.1%	26
2025 Q3	$687K	Sell	6,091 -204	-3%	-$22.7K	1.07%	26
2025 Q2	$679K	Sell	6,295 -205	-3%	-$21.9K	1.13%	22
2025 Q1	$773K	Buy	6,500 +3,733	+135%	+$413K	1.36%	20
2024 Q4	$298K	Buy	+2,767	New	+$324K	0.54%	43
2024 Q2	–	Sell	-2,685	Closed	-$312K	–	47
2024 Q1	$312K	Buy	2,685 +18	+0.7%	+$1.88K	0.88%	27
2023 Q4	$267K	Buy	+2,667	New	+$280K	0.87%	30

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

Solutions 4 Wealth's XOM Position: Q1 2026 in Review

Solutions 4 Wealth reduced its ExxonMobil (XOM) stake by 35% in Q1 2026, selling an estimated $311K and leaving 3,934 shares worth $667K. The position accounts for 1% of the portfolio, ranked #30.

Solutions 4 Wealth first reported a position in XOM in Q4 2023 and has held it in 8 quarters since. The position peaked at $773K in Q1 2025. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Solutions 4 Wealth held 3,934 shares of ExxonMobil worth $667K as of Q1 2026.
Solutions 4 Wealth sold 2,128 ExxonMobil shares in Q1 2026, an estimated $311K.
ExxonMobil made up 1% of Solutions 4 Wealth's portfolio in Q1 2026, its #30 holding.
Solutions 4 Wealth first reported a position in ExxonMobil in Q4 2023 and has held it in 8 quarters since.
Solutions 4 Wealth's ExxonMobil position peaked at $773K in Q1 2025.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.