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Talisman Wealth Advisors’s ExxonMobil XOM Stock Holding History

Talisman 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 		$820K Sell
4,834
-471
-9% -$68.7K 0.66% 41
2025
Q4 		$641K Sell
5,305
-122
-2% -$14.2K 0.5% 49
2025
Q3 		$612K Sell
5,427
-34
-0.6% -$3.78K 0.51% 47
2025
Q2 		$589K Sell
5,461
-1,023
-16% -$109K 0.54% 48
2025
Q1 		$771K Sell
6,484
-33
-0.5% -$3.65K 0.79% 35
2024
Q4 		$701K Sell
6,517
-78
-1% -$9.12K 0.74% 37
2024
Q3 		$771K Sell
6,595
-1,352
-17% -$156K 0.81% 35
2024
Q2 		$915K Buy
7,947
+110
+1% +$12.8K 1.06% 25
2024
Q1 		$911K Sell
7,837
-1,436
-15% -$150K 1.15% 23
2023
Q4 		$927K Buy
9,273
+2,958
+47% +$311K 1.38% 20
2023
Q3 		$742K Sell
6,315
-547
-8% -$60K 1.29% 23
2023
Q2 		$736K Buy
6,862
+7
+0.1% +$764 1.26% 24
2023
Q1 		$752K Buy
6,855
+483
+8% +$53.4K 1.36% 23
2022
Q4 		$703K Buy
+6,372
New +$683K 1.49% 22

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

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

Talisman Wealth Advisors reduced its ExxonMobil (XOM) stake by 8.9% in Q1 2026, selling an estimated $68.7K and leaving 4,834 shares worth $820K. The position accounts for 0.66% of the portfolio, ranked #41.

Talisman Wealth Advisors first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $927K in Q4 2023. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Talisman Wealth Advisors held 4,834 shares of ExxonMobil worth $820K as of Q1 2026.
  • Talisman Wealth Advisors sold 471 ExxonMobil shares in Q1 2026, an estimated $68.7K.
  • ExxonMobil made up 0.66% of Talisman Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • Talisman Wealth Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
  • Talisman Wealth Advisors's ExxonMobil position peaked at $927K in Q4 2023.
  • 4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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