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Wealth Advisory Solutions’s ExxonMobil XOM Stock Holding History

Wealth Advisory Solutions’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 		$507K Sell
2,986
-20
-0.7% -$2.92K 0.11% 92
2025
Q4 		$362K Sell
3,006
-50
-2% -$5.8K 0.08% 105
2025
Q3 		$345K Hold
3,056
– – 0.08% 106
2025
Q2 		$329K Sell
3,056
-158
-5% -$16.9K 0.08% 111
2025
Q1 		$382K Sell
3,214
-411
-11% -$45.5K 0.1% 101
2024
Q4 		$390K Sell
3,625
-203
-5% -$23.7K 0.11% 90
2024
Q3 		$449K Sell
3,828
-331
-8% -$38.2K 0.12% 88
2024
Q2 		$479K Buy
4,159
+585
+16% +$68.1K 0.13% 85
2024
Q1 		$415K Buy
3,574
+829
+30% +$86.7K 0.11% 91
2023
Q4 		$274K Sell
2,745
-829
-23% -$87.1K 0.1% 73
2023
Q3 		$420K Buy
+3,574
New +$392K 0.08% 99
2023
Q2 		– Sell
-3,724
Closed -$408K – 138
2023
Q1 		$408K Sell
3,724
-610
-14% -$67.5K 0.11% 94
2022
Q4 		$478K Sell
4,334
-1,840
-30% -$197K 0.13% 93
2022
Q3 		$539K Sell
6,174
-2,449
-28% -$224K 0.15% 92
2022
Q2 		$738K Buy
8,623
+1,217
+16% +$110K 0.18% 86
2022
Q1 		$612K Buy
+7,406
New +$576K 0.13% 95
2021
Q3 		$507K Buy
8,615
+1,773
+26% +$101K 0.11% 109
2021
Q2 		$432K Sell
6,842
-28,508
-81% -$1.7M 0.1% 110
2021
Q1 		$1.98M Buy
35,350
+30,474
+625% +$1.6M 1.47% 20
2020
Q4 		$200K Buy
+4,876
New +$183K 0.05% 157
2020
Q3 		– Sell
-4,592
Closed -$205K – 194
2020
Q2 		$205K Buy
+4,592
New +$206K 0.06% 176
2020
Q1 		– Sell
-11,019
Closed -$769K – 198
2019
Q4 		$769K Buy
+11,019
New +$762K 0.2% 95

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

Wealth Advisory Solutions's XOM Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its ExxonMobil (XOM) stake by 0.67% in Q1 2026, selling an estimated $2.92K and leaving 2,986 shares worth $507K. The position accounts for 0.11% of the portfolio, ranked #92.

Wealth Advisory Solutions first reported a position in XOM in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.98M in Q1 2021. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Wealth Advisory Solutions held 2,986 shares of ExxonMobil worth $507K as of Q1 2026.
  • Wealth Advisory Solutions sold 20 ExxonMobil shares in Q1 2026, an estimated $2.92K.
  • ExxonMobil made up 0.11% of Wealth Advisory Solutions's portfolio in Q1 2026, its #92 holding.
  • Wealth Advisory Solutions first reported a position in ExxonMobil in Q4 2019 and has held it in 22 quarters since.
  • Wealth Advisory Solutions's ExxonMobil position peaked at $1.98M in Q1 2021.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.