Valpey Financial Services’s ExxonMobil XOM Stock Holding History

Valpey Financial Services’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	$652K	Sell	3,842 -117	-3%	-$17.1K	0.42%	48
2025 Q4	$476K	Buy	3,959 +34	+0.9%	+$3.94K	0.3%	53
2025 Q3	$443K	Sell	3,925 -47	-1%	-$5.22K	0.29%	56
2025 Q2	$428K	Buy	+3,972	New	+$425K	0.3%	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

Valpey Financial Services's XOM Position: Q1 2026 in Review

Valpey Financial Services reduced its ExxonMobil (XOM) stake by 3% in Q1 2026, selling an estimated $17.1K and leaving 3,842 shares worth $652K. The position accounts for 0.42% of the portfolio, ranked #48.

Valpey Financial Services first reported a position in XOM in Q2 2025 and has held it in 4 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Valpey Financial Services held 3,842 shares of ExxonMobil worth $652K as of Q1 2026.
Valpey Financial Services sold 117 ExxonMobil shares in Q1 2026, an estimated $17.1K.
ExxonMobil made up 0.42% of Valpey Financial Services's portfolio in Q1 2026, its #48 holding.
Valpey Financial Services first reported a position in ExxonMobil in Q2 2025 and has held it in 4 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Valpey Financial Services's 13F filing for Q1 2026, filed 11 May 2026.