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Strategies Wealth Advisors’s ExxonMobil XOM Stock Holding History

Strategies 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 		$533K Sell
3,141
-340
-10% -$49.6K 0.05% 98
2025
Q4 		$419K Buy
3,481
+104
+3% +$12.1K 0.04% 115
2025
Q3 		$381K Sell
3,377
-17
-0.5% -$1.89K 0.04% 128
2025
Q2 		$366K Buy
3,394
+24
+0.7% +$2.57K 0.04% 125
2025
Q1 		$401K Buy
+3,370
New +$373K 0.05% 117

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

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

Strategies Wealth Advisors reduced its ExxonMobil (XOM) stake by 9.8% in Q1 2026, selling an estimated $49.6K and leaving 3,141 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #98.

Strategies Wealth Advisors first reported a position in XOM in Q1 2025 and has held it in 5 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Strategies Wealth Advisors held 3,141 shares of ExxonMobil worth $533K as of Q1 2026.
  • Strategies Wealth Advisors sold 340 ExxonMobil shares in Q1 2026, an estimated $49.6K.
  • ExxonMobil made up 0.05% of Strategies Wealth Advisors's portfolio in Q1 2026, its #98 holding.
  • Strategies Wealth Advisors first reported a position in ExxonMobil in Q1 2025 and has held it in 5 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.