UP Strategic Wealth Investment Advisors’s ExxonMobil XOM Stock Holding History

UP Strategic Wealth Investment 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	$455K	Buy	3,102 +76	+3%	+$11.1K	0.29%	54
2025 Q4	$451K	Buy	+3,026	New	+$351K	0.33%	53
2025 Q3	–	Sell	-5,450	Closed	-$588K	–	100
2025 Q2	$588K	Buy	5,450 +973	+22%	+$104K	0.46%	35
2025 Q1	$532K	Buy	+4,477	New	+$495K	0.47%	39
2024 Q4	–	Sell	-2,467	Closed	-$289K	–	88
2024 Q3	$289K	Buy	+2,467	New	+$285K	0.32%	57

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

UP Strategic Wealth Investment Advisors's XOM Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its ExxonMobil (XOM) stake by 2.5% in Q1 2026, buying an estimated $11.1K and bringing the position to 3,102 shares worth $455K. The position accounts for 0.29% of the portfolio, ranked #54.

UP Strategic Wealth Investment Advisors first reported a position in XOM in Q3 2024 and has held it in 5 quarters since. The position peaked at $588K in Q2 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

UP Strategic Wealth Investment Advisors held 3,102 shares of ExxonMobil worth $455K as of Q1 2026.
UP Strategic Wealth Investment Advisors bought 76 ExxonMobil shares in Q1 2026, an estimated $11.1K.
ExxonMobil made up 0.29% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #54 holding.
UP Strategic Wealth Investment Advisors first reported a position in ExxonMobil in Q3 2024 and has held it in 5 quarters since.
UP Strategic Wealth Investment Advisors's ExxonMobil position peaked at $588K in Q2 2025.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.