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Tower Wealth Partners’s ExxonMobil XOM Stock Holding History

Tower Wealth Partners’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 		$2.48M Sell
14,632
-168
-1% -$24.5K 1.37% 13
2025
Q4 		$1.78M Sell
14,800
-99
-0.7% -$11.5K 0.98% 16
2025
Q3 		$1.68M Sell
14,899
-1,663
-10% -$185K 0.92% 16
2025
Q2 		$1.79M Buy
16,562
+146
+0.9% +$15.6K 1.06% 14
2025
Q1 		$1.95M Buy
16,416
+230
+1% +$25.4K 1.04% 16
2024
Q4 		$1.74M Sell
16,186
-2
-0% -$234 0.91% 18
2024
Q3 		$1.9M Sell
16,188
-5
-0% -$577 1.1% 16
2024
Q2 		$1.86M Buy
16,193
+9
+0.1% +$1.05K 1.15% 16
2024
Q1 		$1.88M Buy
16,184
+43
+0.3% +$4.5K 1.22% 16
2023
Q4 		$1.61M Sell
16,141
-1
-0% -$105 1.14% 16
2023
Q3 		$1.9M Sell
16,142
-3
-0% -$329 1.56% 13
2023
Q2 		$1.73M Buy
16,145
+7
+0% +$764 1.39% 14
2023
Q1 		$1.77M Buy
16,138
+83
+0.5% +$9.18K 1.48% 13
2022
Q4 		$1.77M Sell
16,055
-319
-2% -$34.2K 1.54% 11
2022
Q3 		$1.81M Buy
16,374
+143
+0.9% +$13.1K 1.72% 11
2022
Q2 		$1.39M Sell
16,231
-1
-0% -$90 1.85% 11
2022
Q1 		$1.34M Sell
16,232
-828
-5% -$64.4K 1.46% 10
2021
Q4 		$1.04M Sell
17,060
-4
-0% -$250 1.06% 15
2021
Q3 		$1M Sell
17,064
-6
-0% -$342 1.06% 15
2021
Q2 		$1.08M Buy
17,070
+60
+0.4% +$3.58K 1.18% 14
2021
Q1 		$950K Sell
17,010
-38
-0.2% -$1.99K 1.22% 15
2020
Q4 		$703K Buy
+17,048
New +$639K 0.81% 15

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

Tower Wealth Partners's XOM Position: Q1 2026 in Review

Tower Wealth Partners reduced its ExxonMobil (XOM) stake by 1.1% in Q1 2026, selling an estimated $24.5K and leaving 14,632 shares worth $2.48M. The position accounts for 1.37% of the portfolio, ranked #13.

Tower Wealth Partners first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Tower Wealth Partners held 14,632 shares of ExxonMobil worth $2.48M as of Q1 2026.
  • Tower Wealth Partners sold 168 ExxonMobil shares in Q1 2026, an estimated $24.5K.
  • ExxonMobil made up 1.37% of Tower Wealth Partners's portfolio in Q1 2026, its #13 holding.
  • Tower Wealth Partners first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.