Wealth Preservation Advisors’s ExxonMobil XOM Stock Holding History

Wealth Preservation 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	$15.4K	Sell	91 -88	-49%	-$12.8K	0.01%	348
2025 Q4	$21.5K	Buy	179 +2	+1%	+$232	0.01%	257
2025 Q3	$20K	Buy	177 +1	+0.6%	+$111	0.01%	250
2025 Q2	$19K	Sell	176 -333	-65%	-$35.6K	0.01%	250
2025 Q1	$60.5K	Buy	+509	New	+$56.3K	0.04%	164

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 Preservation Advisors's XOM Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its ExxonMobil (XOM) stake by 49% in Q1 2026, selling an estimated $12.8K and leaving 91 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #348.

Wealth Preservation Advisors first reported a position in XOM in Q1 2025 and has held it in 5 quarters since. The position peaked at $60.5K in Q1 2025. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Wealth Preservation Advisors held 91 shares of ExxonMobil worth $15.4K as of Q1 2026.
Wealth Preservation Advisors sold 88 ExxonMobil shares in Q1 2026, an estimated $12.8K.
ExxonMobil made up 0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #348 holding.
Wealth Preservation Advisors first reported a position in ExxonMobil in Q1 2025 and has held it in 5 quarters since.
Wealth Preservation Advisors's ExxonMobil position peaked at $60.5K in Q1 2025.
4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.