Stratos Wealth Partners’s ExxonMobil XOM Stock Holding History

Stratos 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	$42.7M	Sell	251,858 -24,174	-9%	-$3.53M	0.49%	34
2025 Q4	$33.2M	Buy	276,032 +2,669	+1%	+$310K	0.38%	44
2025 Q3	$30.8M	Buy	273,363 +17,454	+7%	+$1.94M	0.36%	54
2025 Q2	$27.6M	Sell	255,909 -854	-0.3%	-$91.3K	0.37%	51
2025 Q1	$30.5M	Sell	256,763 -3,913	-2%	-$433K	0.46%	39
2024 Q4	$28M	Sell	260,676 -1,915	-0.7%	-$224K	0.4%	47
2024 Q3	$30.8M	Buy	262,591 +15,127	+6%	+$1.75M	0.44%	40
2024 Q2	$28.5M	Buy	247,464 +18,508	+8%	+$2.16M	0.46%	36
2024 Q1	$26.6M	Sell	228,956 -8,011	-3%	-$838K	0.44%	39
2023 Q4	$23.7M	Buy	236,967 +7,573	+3%	+$796K	0.44%	35
2023 Q3	$27M	Buy	229,394 +18,962	+9%	+$2.08M	0.58%	28
2023 Q2	$22.6M	Buy	210,432 +1,702	+0.8%	+$186K	0.51%	30
2023 Q1	$22.9M	Sell	208,730 -17,407	-8%	-$1.93M	0.61%	28
2022 Q4	$24.9M	Buy	226,137 +34,713	+18%	+$3.72M	0.63%	30
2022 Q3	$16.7M	Sell	191,424 -8,601	-4%	-$785K	0.47%	44
2022 Q2	$17.1M	Buy	200,025 +4,594	+2%	+$414K	0.43%	51
2022 Q1	$16.1M	Sell	195,431 -907	-0.5%	-$70.5K	0.36%	59
2021 Q4	$12M	Buy	196,338 +4,878	+3%	+$305K	0.27%	79
2021 Q3	$11.3M	Buy	191,460 +7,836	+4%	+$447K	0.29%	67
2021 Q2	$11.6M	Buy	183,624 +9,875	+6%	+$590K	0.29%	67
2021 Q1	$9.7M	Buy	173,749 +7,131	+4%	+$374K	0.27%	78
2020 Q4	$6.87M	Buy	166,618 +6,257	+4%	+$235K	0.2%	113
2020 Q3	$5.5M	Sell	160,361 -14,463	-8%	-$591K	0.18%	129
2020 Q2	$7.82M	Buy	174,824 +279	+0.2%	+$12.5K	0.28%	77
2020 Q1	$6.63M	Buy	174,545 +25,397	+17%	+$1.4M	0.3%	73
2019 Q4	$10.4M	Sell	149,148 -123	-0.1%	-$8.51K	0.41%	42
2019 Q3	$10.5M	Sell	149,271 -9,834	-6%	-$711K	0.46%	40
2019 Q2	$12.2M	Buy	159,105 +755	+0.5%	+$58.4K	0.53%	32
2019 Q1	$12.8M	Buy	158,350 +12,690	+9%	+$968K	0.58%	28
2018 Q4	$9.93M	Sell	145,660 -8,558	-6%	-$671K	0.51%	30
2018 Q3	$13.1M	Sell	154,218 -66,634	-30%	-$5.45M	0.59%	29
2018 Q2	$18.3M	Sell	220,852 -7,597	-3%	-$605K	0.82%	20
2018 Q1	$17M	Buy	228,449 +7,882	+4%	+$630K	0.72%	23
2017 Q4	$18.4M	Buy	220,567 +7,587	+4%	+$627K	0.83%	19
2017 Q3	$17.5M	Buy	212,980 +1,693	+0.8%	+$134K	0.82%	21
2017 Q2	$17.1M	Buy	211,287 +24,223	+13%	+$1.98M	0.88%	20
2017 Q1	$15.3M	Buy	187,064 +4,867	+3%	+$407K	0.87%	20
2016 Q4	$16.4M	Buy	182,197 +19,527	+12%	+$1.71M	1.02%	18
2016 Q3	$14.2M	Buy	162,670 +18,229	+13%	+$1.62M	0.96%	24
2016 Q2	$13.5M	Buy	144,441 +5,990	+4%	+$530K	1%	21
2016 Q1	$11.6M	Buy	138,451 +1,981	+1%	+$159K	0.99%	22
2015 Q4	$10.6M	Buy	136,470 +3,878	+3%	+$310K	0.89%	29
2015 Q3	$9.86M	Buy	132,592 +16,588	+14%	+$1.28M	1.24%	14
2015 Q2	$9.65M	Sell	116,004 -8,615	-7%	-$741K	1.24%	13
2015 Q1	$10.6M	Buy	124,619 +12,125	+11%	+$1.08M	1.26%	10
2014 Q4	$10.4M	Buy	112,494 +13,137	+13%	+$1.23M	1.87%	6
2014 Q3	$9.34M	Buy	99,357 +8,434	+9%	+$840K	2.19%	8
2014 Q2	$9.16M	Buy	+90,923	New	+$9.17M	3.05%	2

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

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

Stratos Wealth Partners reduced its ExxonMobil (XOM) stake by 8.8% in Q1 2026, selling an estimated $3.53M and leaving 251,858 shares worth $42.7M. The position accounts for 0.49% of the portfolio, ranked #34.

Stratos Wealth Partners first reported a position in XOM in Q2 2014 and has held it in 48 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Stratos Wealth Partners held 251,858 shares of ExxonMobil worth $42.7M as of Q1 2026.
Stratos Wealth Partners sold 24,174 ExxonMobil shares in Q1 2026, an estimated $3.53M.
ExxonMobil made up 0.49% of Stratos Wealth Partners's portfolio in Q1 2026, its #34 holding.
Stratos Wealth Partners first reported a position in ExxonMobil in Q2 2014 and has held it in 48 quarters since.
4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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