Waypoint Wealth Counsel’s ExxonMobil XOM Stock Holding History

Waypoint Wealth Counsel’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	$1.19M	Sell	6,995 -2,882	-29%	-$421K	0.61%	25
2025 Q4	$1.19M	Buy	9,877 +516	+6%	+$59.8K	0.44%	41
2025 Q3	$1.06M	Buy	9,361 +442	+5%	+$49.1K	0.42%	42
2025 Q2	$961K	Buy	8,919 +99	+1%	+$10.6K	0.48%	40
2025 Q1	$1.05M	Buy	8,820 +209	+2%	+$23.1K	0.66%	33
2024 Q4	$926K	Buy	8,611 +74	+0.9%	+$8.66K	0.6%	33
2024 Q3	$1M	Buy	8,537 +29	+0.3%	+$3.35K	0.67%	33
2024 Q2	$979K	Sell	8,508 -864	-9%	-$101K	0.75%	31
2024 Q1	$1.09M	Buy	9,372 +5,716	+156%	+$598K	0.84%	29
2023 Q4	$366K	Sell	3,656 -1,219	-25%	-$128K	0.31%	56
2023 Q3	$573K	Buy	4,875 +6	+0.1%	+$658	0.54%	39
2023 Q2	$522K	Sell	4,869 -7,421	-60%	-$810K	0.47%	41
2023 Q1	$1.35M	Sell	12,290 -4,654	-27%	-$515K	1.05%	23
2022 Q4	$1.87M	Buy	+16,944	New	+$1.82M	1.51%	18

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

Waypoint Wealth Counsel's XOM Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its ExxonMobil (XOM) stake by 29% in Q1 2026, selling an estimated $421K and leaving 6,995 shares worth $1.19M. The position accounts for 0.61% of the portfolio, ranked #25.

Waypoint Wealth Counsel first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.87M in Q4 2022. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Waypoint Wealth Counsel held 6,995 shares of ExxonMobil worth $1.19M as of Q1 2026.
Waypoint Wealth Counsel sold 2,882 ExxonMobil shares in Q1 2026, an estimated $421K.
ExxonMobil made up 0.61% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #25 holding.
Waypoint Wealth Counsel first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
Waypoint Wealth Counsel's ExxonMobil position peaked at $1.87M in Q4 2022.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.