WealthTrust Axiom’s ExxonMobil XOM Stock Holding History

WealthTrust Axiom’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	$2.78M	Sell	16,375 -408	-2%	-$59.5K	0.68%	37
2025 Q4	$2.02M	Buy	16,783 +50	+0.3%	+$5.8K	0.52%	43
2025 Q3	$1.89M	Buy	16,733 +937	+6%	+$104K	0.51%	46
2025 Q2	$1.7M	Sell	15,796 -229	-1%	-$24.5K	0.5%	46
2025 Q1	$1.91M	Sell	16,025 -151	-0.9%	-$16.7K	0.58%	40
2024 Q4	$1.74M	Buy	16,176 +672	+4%	+$78.6K	0.52%	42
2024 Q3	$1.82M	Buy	15,504 +163	+1%	+$18.8K	0.54%	46
2024 Q2	$1.77M	Buy	15,341 +261	+2%	+$30.4K	0.59%	39
2024 Q1	$1.75M	Buy	15,080 +258	+2%	+$27K	0.56%	42
2023 Q4	$1.48M	Buy	14,822 +1,941	+15%	+$204K	0.5%	51
2023 Q3	$1.51M	Sell	12,881 -1,506	-10%	-$165K	0.54%	44
2023 Q2	$1.54M	Sell	14,387 -91	-0.6%	-$9.93K	0.51%	46
2023 Q1	$1.59M	Sell	14,478 -387	-3%	-$42.8K	0.54%	44
2022 Q4	$1.64M	Buy	14,865 +75	+0.5%	+$8.04K	0.57%	42
2022 Q3	$1.29M	Sell	14,790 -1,002	-6%	-$91.5K	0.49%	48
2022 Q2	$1.35M	Buy	15,792 +1,006	+7%	+$90.7K	0.48%	50
2022 Q1	$1.22M	Sell	14,786 -815	-5%	-$63.4K	0.38%	62
2021 Q4	$954K	Buy	15,601 +473	+3%	+$29.6K	0.3%	76
2021 Q3	$889K	Sell	15,128 -121	-0.8%	-$6.9K	0.3%	80
2021 Q2	$961K	Buy	15,249 +276	+2%	+$16.5K	0.31%	74
2021 Q1	$835K	Buy	14,973 +125	+0.8%	+$6.55K	0.28%	80
2020 Q4	$612K	Sell	14,848 -586	-4%	-$22K	0.22%	99
2020 Q3	$529K	Sell	15,434 -1,365	-8%	-$55.8K	0.23%	93
2020 Q2	$751K	Sell	16,799 -273	-2%	-$12.2K	0.33%	70
2020 Q1	$648K	Sell	17,072 -3,071	-15%	-$170K	0.32%	74
2019 Q4	$1.41M	Sell	20,143 -779	-4%	-$53.9K	0.47%	56
2019 Q3	$1.48M	Sell	20,922 -481	-2%	-$34.8K	0.52%	52
2019 Q2	$1.64M	Sell	21,403 -81	-0.4%	-$6.27K	0.57%	48
2019 Q1	$1.74M	Sell	21,484 -99	-0.5%	-$7.55K	0.62%	46
2018 Q4	$1.47M	Sell	21,583 -3,061	-12%	-$240K	0.6%	47
2018 Q3	$2.1M	Buy	24,644 +216	+0.9%	+$17.7K	0.71%	41
2018 Q2	$2.02M	Buy	24,428 +15	+0.1%	+$1.2K	0.71%	41
2018 Q1	$1.82M	Buy	24,413 +1,419	+6%	+$113K	0.66%	44
2017 Q4	$1.92M	Buy	22,994 +180	+0.8%	+$14.9K	0.72%	44
2017 Q3	$1.87M	Buy	22,814 +17	+0.1%	+$1.35K	0.71%	43
2017 Q2	$1.84M	Sell	22,797 -186	-0.8%	-$15.2K	0.69%	42
2017 Q1	$1.88M	Sell	22,983 -393	-2%	-$32.8K	0.69%	39
2016 Q4	$2.11M	Sell	23,376 -524	-2%	-$45.8K	0.77%	40
2016 Q3	$2.08M	Sell	23,900 -1,705	-7%	-$151K	0.78%	39
2016 Q2	$2.4M	Buy	25,605 +21	+0.1%	+$1.86K	0.92%	32
2016 Q1	$2.14M	Buy	25,584 +266	+1%	+$21.3K	0.84%	41
2015 Q4	$1.97M	Buy	25,318 +754	+3%	+$60.3K	0.78%	42
2015 Q3	$1.83M	Buy	24,564 +238	+1%	+$18.3K	0.76%	41
2015 Q2	$2.02M	Sell	24,326 -338	-1%	-$29.1K	0.75%	41
2015 Q1	$2.1M	Sell	24,664 -213	-0.9%	-$18.9K	0.75%	39
2014 Q4	$2.3M	Sell	24,877 -660	-3%	-$61.5K	0.82%	34
2014 Q3	$2.4M	Buy	25,537 +235	+0.9%	+$23.4K	0.85%	34
2014 Q2	$2.55M	Buy	25,302 +2	+0%	+$202	0.86%	34
2014 Q1	$2.47M	Buy	25,300 +1	+0%	+$95	0.89%	30
2013 Q4	$2.56M	Buy	25,299 +273	+1%	+$25.2K	0.99%	29
2013 Q3	$2.15M	Sell	25,026 -2,719	-10%	-$245K	0.89%	32
2013 Q2	$2.51M	Buy	+27,745	New	+$2.5M	1.08%	27

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

WealthTrust Axiom's XOM Position: Q1 2026 in Review

WealthTrust Axiom reduced its ExxonMobil (XOM) stake by 2.4% in Q1 2026, selling an estimated $59.5K and leaving 16,375 shares worth $2.78M. The position accounts for 0.68% of the portfolio, ranked #37.

WealthTrust Axiom first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

WealthTrust Axiom held 16,375 shares of ExxonMobil worth $2.78M as of Q1 2026.
WealthTrust Axiom sold 408 ExxonMobil shares in Q1 2026, an estimated $59.5K.
ExxonMobil made up 0.68% of WealthTrust Axiom's portfolio in Q1 2026, its #37 holding.
WealthTrust Axiom first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.