Wealth Effects’s ExxonMobil XOM Stock Holding History

Wealth Effects’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	$1.91M	Sell	11,230 -902	-7%	-$132K	0.68%	31
2025 Q4	$1.46M	Buy	12,132 +930	+8%	+$108K	0.46%	38
2025 Q3	$1.26M	Sell	11,202 -1	-0%	-$111	0.41%	46
2025 Q2	$1.21M	Sell	11,203 -951	-8%	-$102K	0.45%	43
2025 Q1	$1.45M	Sell	12,154 -902	-7%	-$99.8K	0.61%	37
2024 Q4	$1.4M	Sell	13,056 -755	-5%	-$88.3K	0.5%	43
2024 Q3	$1.62M	Sell	13,811 -424	-3%	-$49K	0.57%	39
2024 Q2	$1.64M	Sell	14,235 -241	-2%	-$28.1K	0.59%	36
2024 Q1	$1.68M	Buy	14,476 +2,281	+19%	+$239K	0.62%	35
2023 Q4	$1.22M	Buy	12,195 +4,473	+58%	+$470K	0.46%	52
2023 Q3	$908K	Sell	7,722 -2,099	-21%	-$230K	0.45%	49
2023 Q2	$1.05M	Sell	9,821 -1,048	-10%	-$114K	0.46%	48
2023 Q1	$1.19M	Sell	10,869 -1,873	-15%	-$207K	0.61%	40
2022 Q4	$1.41M	Buy	12,742 +41	+0.3%	+$4.39K	0.8%	32
2022 Q3	$1.11M	Sell	12,701 -1,318	-9%	-$120K	0.68%	34
2022 Q2	$1.2M	Buy	14,019 +568	+4%	+$51.2K	0.72%	34
2022 Q1	$1.11M	Buy	13,451 +1,481	+12%	+$115K	0.52%	47
2021 Q4	$732K	Buy	+11,970	New	+$748K	0.3%	67

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

Wealth Effects's XOM Position: Q1 2026 in Review

Wealth Effects reduced its ExxonMobil (XOM) stake by 7.4% in Q1 2026, selling an estimated $132K and leaving 11,230 shares worth $1.91M. The position accounts for 0.68% of the portfolio, ranked #31.

Wealth Effects first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Wealth Effects held 11,230 shares of ExxonMobil worth $1.91M as of Q1 2026.
Wealth Effects sold 902 ExxonMobil shares in Q1 2026, an estimated $132K.
ExxonMobil made up 0.68% of Wealth Effects's portfolio in Q1 2026, its #31 holding.
Wealth Effects first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.