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Tortuga Wealth Management’s ExxonMobil XOM Stock Holding History

Tortuga 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 		$643K Sell
3,789
-41
-1% -$5.98K 0.6% 42
2025
Q4 		$461K Buy
+3,830
New +$444K 0.49% 50

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

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

Tortuga Wealth Management reduced its ExxonMobil (XOM) stake by 1.1% in Q1 2026, selling an estimated $5.98K and leaving 3,789 shares worth $643K. The position accounts for 0.6% of the portfolio, ranked #42.

Tortuga Wealth Management first reported a position in XOM in Q4 2025 and has held it in 2 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Tortuga Wealth Management held 3,789 shares of ExxonMobil worth $643K as of Q1 2026.
  • Tortuga Wealth Management sold 41 ExxonMobil shares in Q1 2026, an estimated $5.98K.
  • ExxonMobil made up 0.6% of Tortuga Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Tortuga Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 2 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.