Stonehaven Wealth & Tax Solutions’s ExxonMobil XOM Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$344K	Sell	2,030 -357	-15%	-$52.1K	0.3%	58
2025 Q4	$287K	Hold	2,387	–	–	0.26%	58
2025 Q3	$269K	Buy	2,387 +1	+0%	+$111	0.25%	60
2025 Q2	$257K	Sell	2,386 -4	-0.2%	-$428	0.25%	59
2025 Q1	$284K	Sell	2,390 -516	-18%	-$57.1K	0.3%	54
2024 Q4	$313K	Buy	+2,906	New	+$340K	0.34%	67

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

Stonehaven Wealth & Tax Solutions's XOM Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its ExxonMobil (XOM) stake by 15% in Q1 2026, selling an estimated $52.1K and leaving 2,030 shares worth $344K. The position accounts for 0.3% of the portfolio, ranked #58.

Stonehaven Wealth & Tax Solutions first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Stonehaven Wealth & Tax Solutions held 2,030 shares of ExxonMobil worth $344K as of Q1 2026.
Stonehaven Wealth & Tax Solutions sold 357 ExxonMobil shares in Q1 2026, an estimated $52.1K.
ExxonMobil made up 0.3% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #58 holding.
Stonehaven Wealth & Tax Solutions first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.