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Sound View Wealth Advisors Group’s ExxonMobil XOM Stock Holding History

Sound View Wealth Advisors 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 		$11.4M Sell
67,024
-893
-1% -$130K 0.77% 35
2025
Q4 		$8.17M Buy
67,917
+1,413
+2% +$164K 0.55% 46
2025
Q3 		$7.5M Buy
66,504
+2,844
+4% +$316K 0.52% 47
2025
Q2 		$6.86M Buy
63,660
+1,128
+2% +$121K 0.51% 50
2025
Q1 		$7.44M Sell
62,532
-7,043
-10% -$779K 0.61% 45
2024
Q4 		$7.48M Buy
69,575
+2,547
+4% +$298K 0.6% 43
2024
Q3 		$7.86M Buy
67,028
+7,119
+12% +$822K 0.64% 42
2024
Q2 		$6.9M Buy
59,909
+10,750
+22% +$1.25M 0.71% 40
2024
Q1 		$5.71M Sell
49,159
-4,380
-8% -$458K 0.61% 46
2023
Q4 		$5.35M Sell
53,539
-113
-0.2% -$11.9K 0.59% 44
2023
Q3 		$6.31M Buy
53,652
+6,859
+15% +$752K 0.78% 35
2023
Q2 		$5.02M Buy
46,793
+266
+0.6% +$29K 0.66% 40
2023
Q1 		$5.1M Sell
46,527
-7,012
-13% -$776K 0.7% 39
2022
Q4 		$5.35M Buy
53,539
+17,890
+50% +$1.92M 0.59% 44
2022
Q3 		$3.11M Sell
35,649
-1,545
-4% -$141K 0.7% 42
2022
Q2 		$3.19M Sell
37,194
-792
-2% -$71.4K 0.67% 43
2022
Q1 		$3.14M Buy
37,986
+1,321
+4% +$103K 0.6% 48
2021
Q4 		$2.24M Buy
36,665
+6,463
+21% +$404K 0.42% 59
2021
Q3 		$1.78M Buy
30,202
+5,384
+22% +$307K 0.37% 66
2021
Q2 		$1.57M Sell
24,818
-2,413
-9% -$144K 0.33% 82
2021
Q1 		$1.52M Sell
27,231
-2,811
-9% -$147K 0.35% 83
2020
Q4 		$1.24M Sell
30,042
-3,033
-9% -$114K 0.3% 89
2020
Q3 		$1.14M Sell
33,075
-5,594
-14% -$229K 0.3% 87
2020
Q2 		$1.73M Sell
38,669
-4,812
-11% -$216K 0.49% 58
2020
Q1 		$1.65M Sell
43,481
-13,650
-24% -$754K 0.57% 55
2019
Q4 		$3.99M Sell
57,131
-1,065
-2% -$73.6K 1.13% 26
2019
Q3 		$4.11M Sell
58,196
-5,136
-8% -$371K 1.22% 21
2019
Q2 		$4.85M Buy
+63,332
New +$4.9M 1.43% 14

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

Sound View Wealth Advisors Group's XOM Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its ExxonMobil (XOM) stake by 1.3% in Q1 2026, selling an estimated $130K and leaving 67,024 shares worth $11.4M. The position accounts for 0.77% of the portfolio, ranked #35.

Sound View Wealth Advisors Group first reported a position in XOM in Q2 2019 and has held it in 28 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Sound View Wealth Advisors Group held 67,024 shares of ExxonMobil worth $11.4M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 893 ExxonMobil shares in Q1 2026, an estimated $130K.
  • ExxonMobil made up 0.77% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #35 holding.
  • Sound View Wealth Advisors Group first reported a position in ExxonMobil in Q2 2019 and has held it in 28 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.