TSA Wealth Management’s ExxonMobil XOM Stock Holding History

TSA 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	$625K	Sell	3,681 -2	-0.1%	-$292	0.2%	54
2025 Q4	$443K	Buy	3,683 +677	+23%	+$78.5K	0.15%	61
2025 Q3	$339K	Buy	3,006 +180	+6%	+$20K	0.12%	63
2025 Q2	$305K	Buy	2,826 +833	+42%	+$89K	0.11%	68
2025 Q1	$237K	Sell	1,993 -195	-9%	-$21.6K	0.09%	68
2024 Q4	$235K	Buy	2,188 +121	+6%	+$14.2K	0.1%	58
2024 Q3	$242K	Buy	2,067 +210	+11%	+$24.2K	0.1%	58
2024 Q2	$214K	Buy	+1,857	New	+$216K	0.09%	59

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

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

TSA Wealth Management reduced its ExxonMobil (XOM) stake by 0.05% in Q1 2026, selling an estimated $292 and leaving 3,681 shares worth $625K. The position accounts for 0.2% of the portfolio, ranked #54.

TSA Wealth Management first reported a position in XOM in Q2 2024 and has held it in 8 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

TSA Wealth Management held 3,681 shares of ExxonMobil worth $625K as of Q1 2026.
TSA Wealth Management sold 2 ExxonMobil shares in Q1 2026, an estimated $292.
ExxonMobil made up 0.2% of TSA Wealth Management's portfolio in Q1 2026, its #54 holding.
TSA Wealth Management first reported a position in ExxonMobil in Q2 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 TSA Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.