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WealthTrak Capital Management’s ExxonMobil XOM Stock Holding History

WealthTrak Capital Management’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 		$227K Buy
+1,337
New +$195K 0.16% 77
2025
Q3 		– Sell
-1,502
Closed -$162K – 903
2025
Q2 		$162K Sell
1,502
-599
-29% -$64K 0.14% 78
2025
Q1 		$250K Buy
2,101
+48
+2% +$5.31K 0.22% 65
2024
Q4 		$221K Buy
+2,053
New +$240K 0.19% 68

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

WealthTrak Capital Management's XOM Position: Q1 2026 in Review

WealthTrak Capital Management opened a new position in ExxonMobil (XOM) in Q1 2026: 1,337 shares worth $227K. The stake represents 0.16% of the portfolio and ranks #77 among its holdings. This is a return to the name: WealthTrak Capital Management previously reported a position in XOM as recently as Q2 2025.

WealthTrak Capital Management first reported a position in XOM in Q4 2024 and has held it in 4 quarters since. The position peaked at $250K in Q1 2025. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • WealthTrak Capital Management held 1,337 shares of ExxonMobil worth $227K as of Q1 2026.
  • ExxonMobil was a new WealthTrak Capital Management position in Q1 2026.
  • ExxonMobil made up 0.16% of WealthTrak Capital Management's portfolio in Q1 2026, its #77 holding.
  • WealthTrak Capital Management first reported a position in ExxonMobil in Q4 2024 and has held it in 4 quarters since.
  • WealthTrak Capital Management's ExxonMobil position peaked at $250K in Q1 2025.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.