Tobias Financial Advisors’s ExxonMobil XOM Stock Holding History

Tobias Financial 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	$639K	Sell	3,765 -739	-16%	-$108K	0.09%	82
2025 Q4	$542K	Buy	4,504 +351	+8%	+$40.7K	0.08%	89
2025 Q3	$468K	Buy	4,153 +48	+1%	+$5.34K	0.07%	88
2025 Q2	$443K	Sell	4,105 -341	-8%	-$36.5K	0.08%	87
2025 Q1	$529K	Buy	4,446 +372	+9%	+$41.1K	0.1%	70
2024 Q4	$438K	Sell	4,074 -176	-4%	-$20.6K	0.09%	74
2024 Q3	$498K	Buy	4,250 +302	+8%	+$34.9K	0.1%	67
2024 Q2	$454K	Buy	3,948 +583	+17%	+$67.9K	0.1%	69
2024 Q1	$391K	Buy	3,365 +109	+3%	+$11.4K	0.09%	71
2023 Q4	$326K	Buy	+3,256	New	+$342K	0.08%	74
2022 Q1	–	Sell	-49,491	Closed	-$3.03M	–	130
2021 Q4	$3.03M	Buy	+49,491	New	+$3.09M	0.24%	55
2020 Q1	–	Sell	-1,042	Closed	-$72K	–	302
2019 Q4	$72K	Buy	+1,042	New	+$72.1K	0.05%	81

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

Tobias Financial Advisors's XOM Position: Q1 2026 in Review

Tobias Financial Advisors reduced its ExxonMobil (XOM) stake by 16% in Q1 2026, selling an estimated $108K and leaving 3,765 shares worth $639K. The position accounts for 0.09% of the portfolio, ranked #82.

Tobias Financial Advisors first reported a position in XOM in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.03M in Q4 2021. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Tobias Financial Advisors held 3,765 shares of ExxonMobil worth $639K as of Q1 2026.
Tobias Financial Advisors sold 739 ExxonMobil shares in Q1 2026, an estimated $108K.
ExxonMobil made up 0.09% of Tobias Financial Advisors's portfolio in Q1 2026, its #82 holding.
Tobias Financial Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 12 quarters since.
Tobias Financial Advisors's ExxonMobil position peaked at $3.03M in Q4 2021.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.