Wealthspan Partners’s ExxonMobil XOM Stock Holding History

Wealthspan 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	$922K	Sell	5,436 -463	-8%	-$67.6K	0.33%	55
2025 Q4	$710K	Buy	5,899 +1,000	+20%	+$116K	0.26%	61
2025 Q3	$552K	Sell	4,899 -50	-1%	-$5.56K	0.21%	70
2025 Q2	$534K	Hold	4,949	–	–	0.22%	67
2025 Q1	$589K	Hold	4,949	–	–	0.27%	59
2024 Q4	$532K	Buy	4,949 +113	+2%	+$13.2K	0.25%	63
2024 Q3	$567K	Hold	4,836	–	–	0.28%	60
2024 Q2	$557K	Hold	4,836	–	–	0.31%	56
2024 Q1	$562K	Buy	4,836 +203	+4%	+$21.2K	0.33%	56
2023 Q4	$463K	Sell	4,633 -285	-6%	-$30K	0.32%	51
2023 Q3	$578K	Hold	4,918	–	–	0.46%	38
2023 Q2	$527K	Sell	4,918 -76	-2%	-$8.29K	0.42%	38
2023 Q1	$548K	Buy	4,994 +26	+0.5%	+$2.88K	0.47%	40
2022 Q4	$548K	Hold	4,968	–	–	0.5%	39
2022 Q3	$434K	Buy	4,968 +315	+7%	+$28.8K	0.45%	41
2022 Q2	$398K	Hold	4,653	–	–	0.41%	42
2022 Q1	$384K	Hold	4,653	–	–	0.35%	49
2021 Q4	$285K	Buy	+4,653	New	+$291K	0.25%	58

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

Wealthspan Partners's XOM Position: Q1 2026 in Review

Wealthspan Partners reduced its ExxonMobil (XOM) stake by 7.8% in Q1 2026, selling an estimated $67.6K and leaving 5,436 shares worth $922K. The position accounts for 0.33% of the portfolio, ranked #55.

Wealthspan Partners first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Wealthspan Partners held 5,436 shares of ExxonMobil worth $922K as of Q1 2026.
Wealthspan Partners sold 463 ExxonMobil shares in Q1 2026, an estimated $67.6K.
ExxonMobil made up 0.33% of Wealthspan Partners's portfolio in Q1 2026, its #55 holding.
Wealthspan Partners first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.