WCG Wealth Advisors’s ExxonMobil XOM Stock Holding History

WCG 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	$15.3M	Buy	89,905 +1,105	+1%	+$161K	0.43%	65
2025 Q4	$10.7M	Buy	88,800 +41,425	+87%	+$4.8M	0.3%	83
2025 Q3	$5.34M	Sell	47,375 -4,991	-10%	-$555K	0.33%	80
2025 Q2	$5.65M	Buy	52,366 +2,712	+5%	+$290K	0.37%	80
2025 Q1	$5.91M	Sell	49,654 -1,974	-4%	-$218K	0.45%	72
2024 Q4	$5.55M	Buy	51,628 +135	+0.3%	+$15.8K	0.37%	83
2024 Q3	$6.04M	Buy	51,493 +801	+2%	+$92.5K	0.41%	77
2024 Q2	$5.84M	Sell	50,692 -602	-1%	-$70.1K	0.43%	68
2024 Q1	$5.96M	Buy	51,294 +1,961	+4%	+$205K	0.5%	59
2023 Q4	$4.93M	Buy	49,333 +1,689	+4%	+$178K	0.36%	71
2023 Q3	$5.73M	Buy	47,644 +27,341	+135%	+$3M	0.42%	64
2023 Q2	$2.18M	Buy	20,303 +1,287	+7%	+$140K	0.25%	73
2023 Q1	$2.08M	Buy	19,016 +1,694	+10%	+$187K	0.27%	76
2022 Q4	$1.91M	Buy	17,322 +1,979	+13%	+$212K	0.26%	74
2022 Q3	$1.54M	Sell	15,343 -1,132	-7%	-$103K	0.2%	94
2022 Q2	$1.41M	Buy	+16,475	New	+$1.49M	0.2%	94

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

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

WCG Wealth Advisors increased its ExxonMobil (XOM) stake by 1.2% in Q1 2026, buying an estimated $161K and bringing the position to 89,905 shares worth $15.3M. The position accounts for 0.43% of the portfolio, ranked #65.

WCG Wealth Advisors first reported a position in XOM in Q2 2022 and has held it in 16 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

WCG Wealth Advisors held 89,905 shares of ExxonMobil worth $15.3M as of Q1 2026.
WCG Wealth Advisors bought 1,105 ExxonMobil shares in Q1 2026, an estimated $161K.
ExxonMobil made up 0.43% of WCG Wealth Advisors's portfolio in Q1 2026, its #65 holding.
WCG Wealth Advisors first reported a position in ExxonMobil in Q2 2022 and has held it in 16 quarters since.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.