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Twelve Points Wealth Management’s ExxonMobil XOM Stock Holding History

Twelve Points 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 		$4.1M Sell
24,190
-502
-2% -$73.3K 0.9% 22
2025
Q4 		$3.08M Sell
24,692
-2,919
-11% -$339K 0.69% 29
2025
Q3 		$3.11M Buy
27,611
+1,220
+5% +$136K 0.78% 26
2025
Q2 		$2.84M Buy
26,391
+2,651
+11% +$283K 0.77% 31
2025
Q1 		$2.82M Buy
23,740
+1,391
+6% +$154K 0.77% 30
2024
Q4 		$2.4M Buy
22,349
+4,165
+23% +$487K 0.69% 33
2024
Q3 		$2.13M Buy
18,184
+1,380
+8% +$159K 0.67% 34
2024
Q2 		$1.93M Buy
16,804
+1,230
+8% +$143K 0.68% 31
2024
Q1 		$1.81M Buy
15,574
+507
+3% +$53K 0.66% 33
2023
Q4 		$1.51M Buy
15,067
+579
+4% +$60.9K 0.71% 39
2023
Q3 		$1.7M Buy
14,488
+875
+6% +$96K 0.85% 31
2023
Q2 		$1.46M Buy
13,613
+581
+4% +$63.4K 0.78% 37
2023
Q1 		$1.43M Buy
13,032
+540
+4% +$59.7K 0.82% 32
2022
Q4 		$1.38M Buy
12,492
+99
+0.8% +$10.6K 0.94% 25
2022
Q3 		$1.08M Buy
12,393
+173
+1% +$15.8K 0.84% 30
2022
Q2 		$1.05M Buy
12,220
+656
+6% +$59.2K 0.81% 31
2022
Q1 		$955K Buy
11,564
+1,829
+19% +$142K 0.71% 37
2021
Q4 		$596K Buy
+9,735
New +$608K 0.48% 74

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

Twelve Points Wealth Management's XOM Position: Q1 2026 in Review

Twelve Points Wealth Management reduced its ExxonMobil (XOM) stake by 2% in Q1 2026, selling an estimated $73.3K and leaving 24,190 shares worth $4.1M. The position accounts for 0.9% of the portfolio, ranked #22.

Twelve Points Wealth Management first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Twelve Points Wealth Management held 24,190 shares of ExxonMobil worth $4.1M as of Q1 2026.
  • Twelve Points Wealth Management sold 502 ExxonMobil shares in Q1 2026, an estimated $73.3K.
  • ExxonMobil made up 0.9% of Twelve Points Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Twelve Points Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Twelve Points Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.