VWA
XOM icon

Visionary Wealth Advisors’s ExxonMobil XOM Stock Holding History

Visionary Wealth 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 		$18.2M Sell
107,497
-7,578
-7% -$1.11M 0.81% 29
2025
Q4 		$13.8M Buy
115,075
+1,854
+2% +$215K 0.62% 38
2025
Q3 		$12.8M Buy
113,221
+1,396
+1% +$155K 0.6% 40
2025
Q2 		$12.1M Buy
111,825
+24,048
+27% +$2.57M 0.62% 38
2025
Q1 		$10.4M Buy
87,777
+4,212
+5% +$466K 0.63% 42
2024
Q4 		$8.99M Sell
83,565
-493
-0.6% -$57.7K 0.53% 50
2024
Q3 		$9.85M Sell
84,058
-198
-0.2% -$22.9K 0.6% 45
2024
Q2 		$9.7M Buy
84,256
+1,170
+1% +$136K 0.63% 39
2024
Q1 		$9.66M Sell
83,086
-3,701
-4% -$387K 0.65% 39
2023
Q4 		$8.68M Sell
86,787
-4,218
-5% -$443K 0.64% 36
2023
Q3 		$10.7M Sell
91,005
-15,157
-14% -$1.66M 0.87% 23
2023
Q2 		$11.4M Buy
106,162
+2,353
+2% +$257K 0.91% 21
2023
Q1 		$11.4M Buy
103,809
+5,725
+6% +$633K 0.96% 20
2022
Q4 		$10.8M Buy
98,084
+7,979
+9% +$855K 1% 22
2022
Q3 		$7.87M Buy
90,105
+1,258
+1% +$115K 0.82% 31
2022
Q2 		$7.61M Buy
88,847
+4,060
+5% +$366K 0.68% 37
2022
Q1 		$7M Buy
84,787
+2,972
+4% +$231K 0.56% 41
2021
Q4 		$5.01M Buy
81,815
+1,113
+1% +$69.6K 0.41% 60
2021
Q3 		$4.75M Buy
80,702
+2,649
+3% +$151K 0.49% 51
2021
Q2 		$4.92M Buy
78,053
+1,216
+2% +$72.6K 0.49% 50
2021
Q1 		$4.29M Sell
76,837
-10,197
-12% -$535K 0.45% 59
2020
Q4 		$3.59M Buy
87,034
+8,446
+11% +$317K 0.4% 63
2020
Q3 		$2.7M Buy
78,588
+13,773
+21% +$563K 0.38% 72
2020
Q2 		$2.9M Buy
64,815
+11,914
+23% +$534K 0.44% 62
2020
Q1 		$2.01M Sell
52,901
-3,498
-6% -$193K 0.38% 76
2019
Q4 		$3.94M Buy
+56,399
New +$3.9M 0.7% 44

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

Visionary Wealth Advisors's XOM Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its ExxonMobil (XOM) stake by 6.6% in Q1 2026, selling an estimated $1.11M and leaving 107,497 shares worth $18.2M. The position accounts for 0.81% of the portfolio, ranked #29.

Visionary Wealth Advisors first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Visionary Wealth Advisors held 107,497 shares of ExxonMobil worth $18.2M as of Q1 2026.
  • Visionary Wealth Advisors sold 7,578 ExxonMobil shares in Q1 2026, an estimated $1.11M.
  • ExxonMobil made up 0.81% of Visionary Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • Visionary Wealth Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.