Theory Financial’s ExxonMobil XOM Stock Holding History

Theory Financial’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	$540K	Hold	3,183	–	–	0.19%	68
2025 Q4	$429K	Hold	3,183	–	–	0.14%	74
2025 Q3	$359K	Hold	3,183	–	–	0.13%	73
2025 Q2	$355K	Hold	3,183	–	–	0.13%	70
2025 Q1	$379K	Sell	3,183 -30	-0.9%	-$3.32K	0.16%	64
2024 Q4	$346K	Buy	+3,213	New	+$376K	0.14%	65
2024 Q1	–	Sell	-3,210	Closed	-$321K	–	85
2023 Q4	$321K	Hold	3,210	–	–	0.17%	57
2023 Q3	$377K	Sell	3,210 -465	-13%	-$51K	0.22%	52
2023 Q2	$394K	Hold	3,675	–	–	0.23%	48
2023 Q1	$403K	Hold	3,675	–	–	0.24%	49
2022 Q4	$405K	Buy	+3,675	New	+$394K	0.27%	50
2022 Q2	$312K	Buy	3,675 +1,225	+50%	+$110K	0.22%	53
2022 Q1	$202K	Buy	+2,450	New	+$190K	0.13%	59

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

Theory Financial's XOM Position: Q1 2026 in Review

Theory Financial held its ExxonMobil (XOM) position steady in Q1 2026 at 3,183 shares worth $540K. The position accounts for 0.19% of the portfolio, ranked #68.

Theory Financial first reported a position in XOM in Q1 2022 and has held it in 13 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Theory Financial held 3,183 shares of ExxonMobil worth $540K as of Q1 2026.
Theory Financial left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.19% of Theory Financial's portfolio in Q1 2026, its #68 holding.
Theory Financial first reported a position in ExxonMobil in Q1 2022 and has held it in 13 quarters since.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Theory Financial's 13F filing for Q1 2026, filed 5 May 2026.