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Strategic Wealth Partners’s ExxonMobil XOM Stock Holding History

Strategic Wealth Partners’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 		$8.73M Sell
51,463
-801
-2% -$117K 0.61% 60
2025
Q4 		$6.29M Buy
52,264
+26,419
+102% +$3.06M 0.43% 73
2025
Q3 		$2.91M Sell
25,845
-4,036
-14% -$449K 0.22% 88
2025
Q2 		$3.22M Buy
+29,881
New +$3.19M 0.25% 81
2024
Q4 		$1.84M Buy
17,050
+1,306
+8% +$153K 0.15% 105
2024
Q3 		$1.85M Buy
15,744
+2,710
+21% +$313K 0.18% 103
2024
Q2 		$1.5M Buy
13,034
+4,108
+46% +$478K 0.16% 105
2024
Q1 		$1.04M Sell
8,926
-4,441
-33% -$465K 0.11% 133
2023
Q4 		$1.34M Sell
13,367
-773
-5% -$81.2K 0.16% 111
2023
Q3 		$1.66M Sell
14,140
-92
-0.6% -$10.1K 0.22% 115
2023
Q2 		$1.53M Sell
14,232
-2,305
-14% -$251K 0.2% 127
2023
Q1 		$1.81M Sell
16,537
-155
-0.9% -$17.1K 0.28% 101
2022
Q4 		$1.84M Buy
16,692
+5,606
+51% +$601K 0.34% 87
2022
Q3 		$968K Sell
11,086
-4,312
-28% -$394K 0.21% 124
2022
Q2 		$1.32M Buy
+15,398
New +$1.39M 0.28% 104
2020
Q2 		– Sell
-4,482
Closed -$313K – 171
2020
Q1 		$313K Hold
4,482
– – 0.16% 107
2019
Q4 		$313K Sell
4,482
-3,654
-45% -$253K 0.16% 107
2019
Q3 		$55.2K Sell
8,136
-11,267
-58% -$815K 0.28% 78
2019
Q2 		$1.49M Sell
19,403
-1,870
-9% -$145K 0.72% 40
2019
Q1 		$1.74M Buy
21,273
+3,719
+21% +$284K 0.8% 29
2018
Q4 		$1.27M Sell
17,554
-131
-0.7% -$10.3K 0.64% 37
2018
Q3 		$1.5M Buy
17,685
+1,202
+7% +$98.3K 0.8% 33
2018
Q2 		$1.36M Sell
16,483
-1,263
-7% -$101K 0.79% 25
2018
Q1 		$1.32M Buy
17,746
+909
+5% +$72.7K 0.68% 40
2017
Q4 		$1.41M Buy
+16,837
New +$1.39M 0.78% 34

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

Strategic Wealth Partners's XOM Position: Q1 2026 in Review

Strategic Wealth Partners reduced its ExxonMobil (XOM) stake by 1.5% in Q1 2026, selling an estimated $117K and leaving 51,463 shares worth $8.73M. The position accounts for 0.61% of the portfolio, ranked #60.

Strategic Wealth Partners first reported a position in XOM in Q4 2017 and has held it in 25 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Strategic Wealth Partners held 51,463 shares of ExxonMobil worth $8.73M as of Q1 2026.
  • Strategic Wealth Partners sold 801 ExxonMobil shares in Q1 2026, an estimated $117K.
  • ExxonMobil made up 0.61% of Strategic Wealth Partners's portfolio in Q1 2026, its #60 holding.
  • Strategic Wealth Partners first reported a position in ExxonMobil in Q4 2017 and has held it in 25 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.