U.S. Capital Wealth Advisors’s ExxonMobil XOM Stock Holding History

U.S. Capital Wealth Advisors’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	$50.2M	Sell	295,742 -11,561	-4%	-$1.69M	1.26%	8
2025 Q4	$37M	Buy	307,303 +645	+0.2%	+$74.8K	0.97%	14
2025 Q3	$34.6M	Buy	306,658 +9,831	+3%	+$1.09M	0.93%	13
2025 Q2	$32M	Sell	296,827 -783	-0.3%	-$83.7K	0.93%	15
2025 Q1	$35.4M	Buy	297,610 +10,720	+4%	+$1.19M	1.08%	11
2024 Q4	$30.9M	Buy	286,890 +2,829	+1%	+$331K	0.96%	13
2024 Q3	$33.3M	Buy	284,061 +43,515	+18%	+$5.02M	1.17%	11
2024 Q2	$27.7M	Buy	240,546 +30,681	+15%	+$3.57M	1.05%	13
2024 Q1	$24.4M	Buy	209,865 +1,785	+0.9%	+$187K	0.94%	16
2023 Q4	$20.8M	Sell	208,080 -1,463	-0.7%	-$154K	0.82%	20
2023 Q3	$24.6M	Buy	209,543 +3,392	+2%	+$372K	1.11%	13
2023 Q2	$22.1M	Buy	206,151 +5,624	+3%	+$614K	1.05%	15
2023 Q1	$22M	Buy	200,527 +1,001	+0.5%	+$111K	1.02%	11
2022 Q4	$22M	Buy	199,526 +6,860	+4%	+$735K	1.02%	10
2022 Q3	$16.8M	Sell	192,666 -9,664	-5%	-$882K	0.85%	20
2022 Q2	$17.3M	Buy	202,330 +1,203	+0.6%	+$109K	0.76%	23
2022 Q1	$16.6M	Sell	201,127 -31,211	-13%	-$2.43M	0.61%	31
2021 Q4	$14.2M	Sell	232,338 -23,237	-9%	-$1.45M	0.56%	34
2021 Q3	$14.7M	Buy	+255,575	New	+$14.6M	0.64%	30

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

U.S. Capital Wealth Advisors's XOM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its ExxonMobil (XOM) stake by 3.8% in Q1 2026, selling an estimated $1.69M and leaving 295,742 shares worth $50.2M. The position accounts for 1.26% of the portfolio, ranked #8.

U.S. Capital Wealth Advisors first reported a position in XOM in Q3 2021 and has held it in 19 quarters since. 4,787 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

U.S. Capital Wealth Advisors held 295,742 shares of ExxonMobil worth $50.2M as of Q1 2026.
U.S. Capital Wealth Advisors sold 11,561 ExxonMobil shares in Q1 2026, an estimated $1.69M.
ExxonMobil made up 1.26% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #8 holding.
U.S. Capital Wealth Advisors first reported a position in ExxonMobil in Q3 2021 and has held it in 19 quarters since.
4,787 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.