TWM
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Tradition Wealth Management’s ExxonMobil XOM Stock Holding History

Tradition 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 		$1.42M Buy
8,397
+685
+9% +$100K 0.1% 170
2025
Q4 		$928K Sell
7,712
-379
-5% -$44K 0.07% 197
2025
Q3 		$912K Sell
8,091
-2,467
-23% -$274K 0.07% 198
2025
Q2 		$1.14M Sell
10,558
-122
-1% -$13K 0.09% 168
2025
Q1 		$1.27M Sell
10,680
-429
-4% -$47.4K 0.11% 154
2024
Q4 		$1.19M Sell
11,109
-275
-2% -$32.2K 0.11% 151
2024
Q3 		$1.33M Buy
11,384
+362
+3% +$41.8K 0.12% 146
2024
Q2 		$1.27M Buy
11,022
+1,421
+15% +$166K 0.12% 139
2024
Q1 		$1.12M Buy
9,601
+1,220
+15% +$128K 0.11% 141
2023
Q4 		$838K Buy
8,381
+291
+4% +$30.6K 0.09% 138
2023
Q3 		$951K Sell
8,090
-678
-8% -$74.4K 0.11% 124
2023
Q2 		$940K Buy
8,768
+246
+3% +$26.8K 0.11% 126
2023
Q1 		$935K Buy
8,522
+842
+11% +$93.1K 0.12% 118
2022
Q4 		$847K Sell
7,680
-669
-8% -$71.7K 0.12% 119
2022
Q3 		$729K Buy
8,349
+65
+0.8% +$5.93K 0.11% 127
2022
Q2 		$709K Buy
8,284
+1,556
+23% +$140K 0.1% 131
2022
Q1 		$556K Buy
6,728
+281
+4% +$21.8K 0.07% 178
2021
Q4 		$394K Buy
6,447
+2,692
+72% +$168K 0.05% 210
2021
Q3 		$221K Buy
3,755
+295
+9% +$16.8K 0.03% 261
2021
Q2 		$218K Buy
3,460
+11
+0.3% +$657 0.03% 273
2021
Q1 		$193K Buy
3,449
+70
+2% +$3.67K 0.03% 254
2020
Q4 		$139K Buy
+3,379
New +$127K 0.03% 269

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

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

Tradition Wealth Management increased its ExxonMobil (XOM) stake by 8.9% in Q1 2026, buying an estimated $100K and bringing the position to 8,397 shares worth $1.42M. The position accounts for 0.1% of the portfolio, ranked #170.

Tradition Wealth Management first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Tradition Wealth Management held 8,397 shares of ExxonMobil worth $1.42M as of Q1 2026.
  • Tradition Wealth Management bought 685 ExxonMobil shares in Q1 2026, an estimated $100K.
  • ExxonMobil made up 0.1% of Tradition Wealth Management's portfolio in Q1 2026, its #170 holding.
  • Tradition Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.