Strata Wealth Advisors’s ExxonMobil XOM Stock Holding History

Strata Wealth Advisors’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	$1.1M	Buy	6,465 +113	+2%	+$16.5K	0.3%	36
2025 Q4	$764K	Buy	6,352 +281	+5%	+$32.6K	0.21%	42
2025 Q3	$685K	Buy	6,071 +139	+2%	+$15.5K	0.18%	48
2025 Q2	$640K	Sell	5,932 -6,476	-52%	-$692K	0.18%	44
2025 Q1	$1.48M	Sell	12,408 -560	-4%	-$61.9K	0.46%	28
2024 Q4	$1.39M	Sell	12,968 -465	-3%	-$54.4K	0.44%	29
2024 Q3	$1.57M	Buy	13,433 +640	+5%	+$73.9K	0.51%	26
2024 Q2	$1.47M	Buy	12,793 +1,479	+13%	+$172K	0.51%	26
2024 Q1	$1.32M	Buy	11,314 +5,933	+110%	+$621K	0.46%	25
2023 Q4	$538K	Sell	5,381 -471	-8%	-$49.5K	0.21%	44
2023 Q3	$688K	Buy	+5,852	New	+$642K	0.33%	25
2023 Q1	$618K	Buy	5,636 +1,283	+29%	+$142K	0.32%	28
2022 Q4	$480K	Buy	+4,353	New	+$466K	0.27%	29

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

Strata Wealth Advisors's XOM Position: Q1 2026 in Review

Strata Wealth Advisors increased its ExxonMobil (XOM) stake by 1.8% in Q1 2026, buying an estimated $16.5K and bringing the position to 6,465 shares worth $1.1M. The position accounts for 0.3% of the portfolio, ranked #36.

Strata Wealth Advisors first reported a position in XOM in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.57M in Q3 2024. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Strata Wealth Advisors held 6,465 shares of ExxonMobil worth $1.1M as of Q1 2026.
Strata Wealth Advisors bought 113 ExxonMobil shares in Q1 2026, an estimated $16.5K.
ExxonMobil made up 0.3% of Strata Wealth Advisors's portfolio in Q1 2026, its #36 holding.
Strata Wealth Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 13 quarters since.
Strata Wealth Advisors's ExxonMobil position peaked at $1.57M in Q3 2024.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.