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Veridan Wealth’s ExxonMobil XOM Stock Holding History

Veridan Wealth’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 		$444K Buy
2,620
+142
+6% +$20.7K 0.16% 53
2025
Q4 		$298K Buy
2,478
+21
+0.9% +$2.44K 0.1% 68
2025
Q3 		$277K Buy
+2,457
New +$273K 0.1% 69
2025
Q1 		$339K Buy
2,849
+51
+2% +$5.64K 0.15% 60
2024
Q4 		$300K Buy
+2,798
New +$327K 0.14% 68
2024
Q2 		$272K Buy
+2,526
New +$294K 0.11% 69

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

Veridan Wealth's XOM Position: Q1 2026 in Review

Veridan Wealth increased its ExxonMobil (XOM) stake by 5.7% in Q1 2026, buying an estimated $20.7K and bringing the position to 2,620 shares worth $444K. The position accounts for 0.16% of the portfolio, ranked #53.

Veridan Wealth first reported a position in XOM in Q2 2024 and has held it in 6 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Veridan Wealth held 2,620 shares of ExxonMobil worth $444K as of Q1 2026.
  • Veridan Wealth bought 142 ExxonMobil shares in Q1 2026, an estimated $20.7K.
  • ExxonMobil made up 0.16% of Veridan Wealth's portfolio in Q1 2026, its #53 holding.
  • Veridan Wealth first reported a position in ExxonMobil in Q2 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 Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.