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Sterling Wealth Management’s ExxonMobil XOM Stock Holding History

Sterling 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 		$1.99M Hold
11,728
– – 0.55% 29
2025
Q4 		$1.41M Buy
11,728
+845
+8% +$98K 0.4% 34
2025
Q3 		$1.23M Buy
10,883
+145
+1% +$16.1K 0.37% 37
2025
Q2 		$1.16M Buy
+10,738
New +$1.15M 0.39% 37
2024
Q4 		$1.17M Sell
10,894
-246
-2% -$28.8K 0.43% 35
2024
Q3 		$1.31M Buy
11,140
+246
+2% +$28.4K 0.49% 35
2024
Q2 		$1.25M Buy
10,894
+181
+2% +$21.1K 0.6% 30
2024
Q1 		$1.25M Buy
10,713
+4,643
+76% +$486K 0.62% 27
2023
Q4 		$607K Buy
+6,070
New +$638K 0.34% 43

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

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

Sterling Wealth Management held its ExxonMobil (XOM) position steady in Q1 2026 at 11,728 shares worth $1.99M. The position accounts for 0.55% of the portfolio, ranked #29.

Sterling Wealth Management first reported a position in XOM in Q4 2023 and has held it in 9 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Sterling Wealth Management held 11,728 shares of ExxonMobil worth $1.99M as of Q1 2026.
  • Sterling Wealth Management left its ExxonMobil share count unchanged in Q1 2026.
  • ExxonMobil made up 0.55% of Sterling Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Sterling Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 9 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.