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Stratos Wealth Advisors’s ExxonMobil XOM Stock Holding History

Stratos 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 		$5.7M Sell
33,605
-10,207
-23% -$1.49M 0.35% 70
2025
Q4 		$5.27M Buy
43,812
+242
+0.6% +$28.1K 0.25% 98
2025
Q3 		$4.91M Buy
43,570
+176
+0.4% +$19.6K 0.24% 105
2025
Q2 		$4.68M Sell
43,394
-882
-2% -$94.3K 0.25% 103
2025
Q1 		$5.27M Buy
44,276
+241
+0.5% +$26.7K 0.29% 87
2024
Q4 		$4.74M Sell
44,035
-88
-0.2% -$10.3K 0.23% 99
2024
Q3 		$5.17M Sell
44,123
-121
-0.3% -$14K 0.24% 95
2024
Q2 		$5.09M Buy
44,244
+1,704
+4% +$198K 0.25% 94
2024
Q1 		$4.94M Sell
42,540
-15,172
-26% -$1.59M 0.29% 84
2023
Q4 		$5.77M Buy
57,712
+5,043
+10% +$530K 0.33% 76
2023
Q3 		$6.19M Buy
52,669
+11,609
+28% +$1.27M 0.41% 57
2023
Q2 		$4.4M Sell
41,060
-798
-2% -$87.1K 0.31% 89
2023
Q1 		$4.59M Buy
41,858
+1,914
+5% +$212K 0.35% 77
2022
Q4 		$4.41M Buy
39,944
+5,900
+17% +$632K 0.37% 72
2022
Q3 		$2.97M Sell
34,044
-22,527
-40% -$2.06M 0.31% 90
2022
Q2 		$4.84M Sell
56,571
-2,328
-4% -$210K 0.44% 53
2022
Q1 		$4.87M Buy
58,899
+2,267
+4% +$176K 0.4% 59
2021
Q4 		$3.46M Sell
56,632
-1,821
-3% -$114K 0.25% 114
2021
Q3 		$3.44M Sell
58,453
-3,969
-6% -$226K 0.29% 95
2021
Q2 		$3.94M Buy
62,422
+4,892
+9% +$292K 0.35% 77
2021
Q1 		$3.21M Buy
57,530
+11,108
+24% +$582K 0.34% 80
2020
Q4 		$1.91M Buy
46,422
+19,308
+71% +$724K 0.26% 91
2020
Q3 		$931K Sell
27,114
-21,739
-44% -$889K 0.23% 110
2020
Q2 		$2.19M Buy
48,853
+26,356
+117% +$1.18M 0.67% 43
2020
Q1 		$854K Buy
22,497
+7,324
+48% +$404K 0.6% 40
2019
Q4 		$1.06M Sell
15,173
-4,064
-21% -$281K 0.6% 37
2019
Q3 		$1.36M Buy
19,237
+1,915
+11% +$138K 0.52% 46
2019
Q2 		$1.33M Buy
17,322
+1,263
+8% +$97.8K 0.53% 40
2019
Q1 		$1.3M Buy
16,059
+590
+4% +$45K 0.7% 34
2018
Q4 		$1.05M Buy
+15,469
New +$1.21M 0.7% 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

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

Stratos Wealth Advisors reduced its ExxonMobil (XOM) stake by 23% in Q1 2026, selling an estimated $1.49M and leaving 33,605 shares worth $5.7M. The position accounts for 0.35% of the portfolio, ranked #70.

Stratos Wealth Advisors first reported a position in XOM in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.19M in Q3 2023. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Stratos Wealth Advisors held 33,605 shares of ExxonMobil worth $5.7M as of Q1 2026.
  • Stratos Wealth Advisors sold 10,207 ExxonMobil shares in Q1 2026, an estimated $1.49M.
  • ExxonMobil made up 0.35% of Stratos Wealth Advisors's portfolio in Q1 2026, its #70 holding.
  • Stratos Wealth Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's ExxonMobil position peaked at $6.19M in Q3 2023.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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