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Uniting Wealth Partners’s ExxonMobil XOM Stock Holding History

Uniting 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 		$7.71M Sell
45,458
-1,954
-4% -$285K 1.64% 11
2025
Q4 		$5.71M Sell
47,412
-499
-1% -$57.9K 1.75% 14
2025
Q3 		$5.4M Buy
47,911
+2,999
+7% +$333K 1.27% 23
2025
Q2 		$4.84M Buy
44,912
+513
+1% +$54.8K 1.87% 12
2025
Q1 		$5.28M Sell
44,399
-359
-0.8% -$39.7K 2.65% 8
2024
Q4 		$4.81M Buy
+44,758
New +$5.24M 2.33% 9

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

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

Uniting Wealth Partners reduced its ExxonMobil (XOM) stake by 4.1% in Q1 2026, selling an estimated $285K and leaving 45,458 shares worth $7.71M. The position accounts for 1.64% of the portfolio, ranked #11.

Uniting Wealth Partners first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Uniting Wealth Partners held 45,458 shares of ExxonMobil worth $7.71M as of Q1 2026.
  • Uniting Wealth Partners sold 1,954 ExxonMobil shares in Q1 2026, an estimated $285K.
  • ExxonMobil made up 1.64% of Uniting Wealth Partners's portfolio in Q1 2026, its #11 holding.
  • Uniting Wealth Partners first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.