Sweeney & Michel’s ExxonMobil XOM Stock Holding History

Sweeney & Michel’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	$629K	Sell	4,120 -203	-5%	-$29.6K	0.18%	79
2025 Q4	$673K	Buy	4,323 +13	+0.3%	+$1.51K	0.2%	74
2025 Q3	$477K	Buy	4,310 +112	+3%	+$12.5K	0.16%	90
2025 Q2	$485K	Buy	4,198 +13	+0.3%	+$1.39K	0.17%	87
2025 Q1	$422K	Buy	+4,185	New	+$463K	0.18%	84
2024 Q3	$476K	Buy	3,966 +8	+0.2%	+$924	0.19%	79
2024 Q2	$439K	Buy	3,958 +8	+0.2%	+$932	0.19%	76
2024 Q1	$465K	Buy	+3,950	New	+$413K	0.21%	73
2023 Q3	$357K	Buy	3,467 +6	+0.2%	+$658	0.19%	80
2023 Q2	$373K	Sell	3,461 -548	-14%	-$59.8K	0.19%	80
2023 Q1	$426K	Buy	+4,009	New	+$443K	0.23%	73

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

Sweeney & Michel's XOM Position: Q1 2026 in Review

Sweeney & Michel reduced its ExxonMobil (XOM) stake by 4.7% in Q1 2026, selling an estimated $29.6K and leaving 4,120 shares worth $629K. The position accounts for 0.18% of the portfolio, ranked #79.

Sweeney & Michel first reported a position in XOM in Q1 2023 and has held it in 11 quarters since. The position peaked at $673K in Q4 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Sweeney & Michel held 4,120 shares of ExxonMobil worth $629K as of Q1 2026.
Sweeney & Michel sold 203 ExxonMobil shares in Q1 2026, an estimated $29.6K.
ExxonMobil made up 0.18% of Sweeney & Michel's portfolio in Q1 2026, its #79 holding.
Sweeney & Michel first reported a position in ExxonMobil in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's ExxonMobil position peaked at $673K in Q4 2025.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.