Strategic Wealth Investment Group’s ExxonMobil XOM Stock Holding History

Strategic Wealth Investment 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	$5.96M	Buy	35,117 +1,924	+6%	+$281K	0.76%	47
2025 Q4	$3.99M	Sell	33,193 -4,667	-12%	-$541K	0.49%	49
2025 Q3	$4.27M	Buy	+37,860	New	+$4.21M	0.36%	49
2025 Q1	–	Sell	-6,125	Closed	-$659K	–	132
2024 Q4	$659K	Sell	6,125 -400	-6%	-$46.8K	0.07%	85
2024 Q3	$783K	Sell	6,525 -1,648	-20%	-$190K	0.08%	83
2024 Q2	$940K	Buy	+8,173	New	+$952K	0.12%	72
2023 Q4	$466K	Buy	4,657 +2,156	+86%	+$227K	0.07%	85
2023 Q3	$294K	Buy	+2,501	New	+$274K	0.05%	85

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

Strategic Wealth Investment Group's XOM Position: Q1 2026 in Review

Strategic Wealth Investment Group increased its ExxonMobil (XOM) stake by 5.8% in Q1 2026, buying an estimated $281K and bringing the position to 35,117 shares worth $5.96M. The position accounts for 0.76% of the portfolio, ranked #47.

Strategic Wealth Investment Group first reported a position in XOM in Q3 2023 and has held it in 8 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Strategic Wealth Investment Group held 35,117 shares of ExxonMobil worth $5.96M as of Q1 2026.
Strategic Wealth Investment Group bought 1,924 ExxonMobil shares in Q1 2026, an estimated $281K.
ExxonMobil made up 0.76% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #47 holding.
Strategic Wealth Investment Group first reported a position in ExxonMobil in Q3 2023 and has held it in 8 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.