TCFG Wealth Management’s ExxonMobil XOM Stock Holding History

TCFG Wealth Management’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	$1.55M	Buy	9,126 +103	+1%	+$15K	0.58%	39
2025 Q4	$1.09M	Sell	9,023 -5,277	-37%	-$612K	0.42%	57
2025 Q3	$1.61M	Buy	14,300 +3,506	+32%	+$390K	0.63%	38
2025 Q2	$1.16M	Buy	10,794 +1,248	+13%	+$133K	0.53%	43
2025 Q1	$1.14M	Buy	9,546 +266	+3%	+$29.4K	0.57%	40
2024 Q4	$998K	Sell	9,280 -1,490	-14%	-$174K	0.5%	52
2024 Q3	$1.26M	Buy	+10,770	New	+$1.24M	0.63%	40

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

TCFG Wealth Management's XOM Position: Q1 2026 in Review

TCFG Wealth Management increased its ExxonMobil (XOM) stake by 1.1% in Q1 2026, buying an estimated $15K and bringing the position to 9,126 shares worth $1.55M. The position accounts for 0.58% of the portfolio, ranked #39.

TCFG Wealth Management first reported a position in XOM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q3 2025. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

TCFG Wealth Management held 9,126 shares of ExxonMobil worth $1.55M as of Q1 2026.
TCFG Wealth Management bought 103 ExxonMobil shares in Q1 2026, an estimated $15K.
ExxonMobil made up 0.58% of TCFG Wealth Management's portfolio in Q1 2026, its #39 holding.
TCFG Wealth Management first reported a position in ExxonMobil in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's ExxonMobil position peaked at $1.61M in Q3 2025.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.