WIP
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WealthCare Investment Partners’s ExxonMobil XOM Stock Holding History

WealthCare Investment Partners’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 		$948K Buy
5,808
+751
+15% +$110K 0.26% 83
2025
Q4 		$620K Buy
5,057
+2,321
+85% +$269K 0.18% 103
2025
Q3 		$306K Buy
2,736
+835
+44% +$92.8K 0.1% 137
2025
Q2 		$213K Sell
1,901
-71
-4% -$7.59K 0.08% 152
2025
Q1 		$208K Buy
1,972
+17
+0.9% +$1.88K 0.09% 145
2024
Q4 		$210K Buy
1,955
+230
+13% +$26.9K 0.09% 136
2024
Q3 		$216K Sell
1,725
-236
-12% -$27.3K 0.09% 134
2024
Q2 		$226K Sell
1,961
-304
-13% -$35.4K 0.1% 129
2024
Q1 		$263K Sell
2,265
-3,735
-62% -$391K 0.13% 116
2023
Q4 		$606K Buy
6,000
+3,402
+131% +$358K 0.33% 67
2023
Q3 		$300K Buy
2,598
+17
+0.7% +$1.86K 0.18% 87
2023
Q2 		$276K Buy
2,581
+21
+0.8% +$2.29K 0.17% 90
2023
Q1 		$281K Buy
2,560
+219
+9% +$24.2K 0.17% 98
2022
Q4 		$258K Sell
2,341
-51
-2% -$5.46K 0.18% 96
2022
Q3 		$209K Sell
2,392
-75
-3% -$6.85K 0.17% 102
2022
Q2 		$211K Buy
2,467
+21
+0.9% +$1.89K 0.18% 102
2022
Q1 		$212K Buy
+2,446
New +$190K 0.19% 99

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

WealthCare Investment Partners's XOM Position: Q1 2026 in Review

WealthCare Investment Partners increased its ExxonMobil (XOM) stake by 15% in Q1 2026, buying an estimated $110K and bringing the position to 5,808 shares worth $948K. The position accounts for 0.26% of the portfolio, ranked #83.

WealthCare Investment Partners first reported a position in XOM in Q1 2022 and has held it in 17 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • WealthCare Investment Partners held 5,808 shares of ExxonMobil worth $948K as of Q1 2026.
  • WealthCare Investment Partners bought 751 ExxonMobil shares in Q1 2026, an estimated $110K.
  • ExxonMobil made up 0.26% of WealthCare Investment Partners's portfolio in Q1 2026, its #83 holding.
  • WealthCare Investment Partners first reported a position in ExxonMobil in Q1 2022 and has held it in 17 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.