Wallace Advisory Group’s ExxonMobil XOM Stock Holding History

Wallace Advisory Group’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	$642K	Buy	3,786 +43	+1%	+$6.28K	0.69%	30
2025 Q4	$450K	Buy	3,743 +18	+0.5%	+$2.09K	0.47%	50
2025 Q3	$402K	Sell	3,725 -88	-2%	-$9.78K	0.32%	96
2025 Q2	$453K	Sell	3,813 -211	-5%	-$22.6K	0.33%	90
2025 Q1	$433K	Buy	4,024 +46	+1%	+$5.09K	0.3%	100
2024 Q4	$466K	Hold	3,978	–	–	0.32%	88
2024 Q3	$458K	Hold	3,978	–	–	0.34%	80
2024 Q2	$458K	Sell	3,978 -140	-3%	-$16.3K	0.33%	80
2024 Q1	$412K	Hold	4,118	–	–	0.31%	92
2023 Q4	$484K	Hold	4,118	–	–	0.38%	65
2023 Q3	$442K	Buy	4,118 +183	+5%	+$20.1K	0.32%	83
2023 Q2	$432K	Hold	3,935	–	–	0.33%	85
2023 Q1	$432K	Hold	3,935	–	–	0.33%	85
2022 Q4	$434K	Buy	+3,935	New	+$422K	0.34%	75

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

Wallace Advisory Group's XOM Position: Q1 2026 in Review

Wallace Advisory Group increased its ExxonMobil (XOM) stake by 1.1% in Q1 2026, buying an estimated $6.28K and bringing the position to 3,786 shares worth $642K. The position accounts for 0.69% of the portfolio, ranked #30.

Wallace Advisory Group first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Wallace Advisory Group held 3,786 shares of ExxonMobil worth $642K as of Q1 2026.
Wallace Advisory Group bought 43 ExxonMobil shares in Q1 2026, an estimated $6.28K.
ExxonMobil made up 0.69% of Wallace Advisory Group's portfolio in Q1 2026, its #30 holding.
Wallace Advisory Group first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.