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Valued Retirements’s ExxonMobil XOM Stock Holding History

Valued Retirements’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 		$6.56M Hold
38,638
– – 6.41% 1
2025
Q4 		$4.65M Sell
38,638
-500
-1% -$58K 4.55% 6
2025
Q3 		$4.22M Hold
39,138
– – 4.76% 5
2025
Q2 		$4.22M Hold
39,138
– – 4.76% 5
2025
Q1 		$4.65M Sell
39,138
-524
-1% -$58K 6.12% 2
2024
Q4 		$4.27M Hold
39,662
– – 5.75% 3
2024
Q3 		$4.65M Sell
39,662
-4,753
-11% -$549K 6.41% 3
2024
Q2 		$5.11M Buy
44,415
+137
+0.3% +$16K 7.76% 2
2024
Q1 		$5.15M Sell
44,278
-85
-0.2% -$8.89K 8.23% 1
2023
Q4 		$4.44M Buy
+44,363
New +$4.66M 7.68% 1

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

Valued Retirements's XOM Position: Q1 2026 in Review

Valued Retirements held its ExxonMobil (XOM) position steady in Q1 2026 at 38,638 shares worth $6.56M. The position accounts for 6.41% of the portfolio, ranked #1.

Valued Retirements first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Valued Retirements held 38,638 shares of ExxonMobil worth $6.56M as of Q1 2026.
  • Valued Retirements left its ExxonMobil share count unchanged in Q1 2026.
  • ExxonMobil made up 6.41% of Valued Retirements's portfolio in Q1 2026, its #1 holding.
  • Valued Retirements first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.