Triad Wealth Partners’s ExxonMobil XOM Stock Holding History

Triad 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	$7.05M	Buy	41,544 +4,307	+12%	+$629K	0.56%	38
2025 Q4	$4.48M	Buy	37,237 +1,137	+3%	+$132K	0.43%	55
2025 Q3	$4.07M	Buy	36,100 +19,622	+119%	+$2.18M	0.52%	43
2025 Q2	$1.78M	Buy	16,478 +6,670	+68%	+$713K	0.36%	57
2025 Q1	$1.17M	Buy	9,808 +1,873	+24%	+$207K	0.36%	48
2024 Q4	$854K	Buy	+7,935	New	+$928K	0.31%	57
2024 Q3	–	Sell	-6,722	Closed	-$774K	–	970
2024 Q2	$774K	Buy	6,722 +1,544	+30%	+$180K	0.41%	29
2024 Q1	$602K	Buy	+5,178	New	+$542K	0.46%	26

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

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

Triad Wealth Partners increased its ExxonMobil (XOM) stake by 12% in Q1 2026, buying an estimated $629K and bringing the position to 41,544 shares worth $7.05M. The position accounts for 0.56% of the portfolio, ranked #38.

Triad Wealth Partners first reported a position in XOM in Q1 2024 and has held it in 8 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Triad Wealth Partners held 41,544 shares of ExxonMobil worth $7.05M as of Q1 2026.
Triad Wealth Partners bought 4,307 ExxonMobil shares in Q1 2026, an estimated $629K.
ExxonMobil made up 0.56% of Triad Wealth Partners's portfolio in Q1 2026, its #38 holding.
Triad Wealth Partners first reported a position in ExxonMobil in Q1 2024 and has held it in 8 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.