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Wealth Alliance’s ExxonMobil XOM Stock Holding History

Wealth Alliance’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 		$5.52M Sell
32,515
-7,969
-20% -$1.16M 0.54% 35
2025
Q4 		$4.87M Buy
40,484
+2,510
+7% +$291K 0.48% 37
2025
Q3 		$4.28M Buy
37,974
+572
+2% +$63.6K 0.44% 37
2025
Q2 		$4.03M Buy
37,402
+4,922
+15% +$526K 0.45% 41
2025
Q1 		$3.86M Buy
32,480
+6,886
+27% +$762K 0.47% 39
2024
Q4 		$2.75M Buy
25,594
+2,912
+13% +$341K 0.33% 56
2024
Q3 		$2.66M Buy
22,682
+188
+0.8% +$21.7K 0.32% 59
2024
Q2 		$2.59M Sell
22,494
-1,780
-7% -$207K 0.33% 55
2024
Q1 		$2.82M Buy
24,274
+5,533
+30% +$579K 0.37% 49
2023
Q4 		$1.87M Sell
18,741
-2,733
-13% -$287K 0.26% 74
2023
Q3 		$2.52M Buy
21,474
+1,562
+8% +$171K 0.4% 51
2023
Q2 		$2.14M Buy
19,912
+3,839
+24% +$419K 0.32% 54
2023
Q1 		$1.76M Buy
16,073
+722
+5% +$79.9K 0.29% 73
2022
Q4 		$1.69M Sell
15,351
-1,399
-8% -$150K 0.3% 68
2022
Q3 		$1.46M Sell
16,750
-4,669
-22% -$426K 0.29% 70
2022
Q2 		$1.83M Sell
21,419
-2,881
-12% -$260K 0.35% 58
2022
Q1 		$2.01M Buy
24,300
+357
+1% +$27.8K 0.41% 46
2021
Q4 		$1.47M Buy
23,943
+1,611
+7% +$101K 0.29% 72
2021
Q3 		$1.31M Sell
22,332
-1,139
-5% -$64.9K 0.3% 70
2021
Q2 		$1.48M Buy
23,471
+4,710
+25% +$281K 0.35% 60
2021
Q1 		$1.05M Buy
18,761
+868
+5% +$45.5K 0.29% 79
2020
Q4 		$737K Buy
17,893
+2,149
+14% +$80.6K 0.22% 124
2020
Q3 		$540K Sell
15,744
-818
-5% -$33.4K 0.19% 136
2020
Q2 		$741K Buy
16,562
+6,891
+71% +$309K 0.29% 84
2020
Q1 		$367K Sell
9,671
-5,425
-36% -$300K 0.2% 135
2019
Q4 		$1.05M Buy
+15,096
New +$1.04M 0.75% 38

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 Alliance's XOM Position: Q1 2026 in Review

Wealth Alliance reduced its ExxonMobil (XOM) stake by 20% in Q1 2026, selling an estimated $1.16M and leaving 32,515 shares worth $5.52M. The position accounts for 0.54% of the portfolio, ranked #35.

Wealth Alliance first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Wealth Alliance held 32,515 shares of ExxonMobil worth $5.52M as of Q1 2026.
  • Wealth Alliance sold 7,969 ExxonMobil shares in Q1 2026, an estimated $1.16M.
  • ExxonMobil made up 0.54% of Wealth Alliance's portfolio in Q1 2026, its #35 holding.
  • Wealth Alliance first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.