Welch Capital Partners’s ExxonMobil XOM Stock Holding History

Welch Capital 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	$308K	Hold	1,813	–	–	0.07%	20
2025 Q4	$218K	Hold	1,813	–	–	0.04%	24
2025 Q3	$204K	Buy	+1,813	New	+$202K	0.04%	24
2025 Q2	–	Sell	-1,813	Closed	-$216K	–	25
2025 Q1	$216K	Buy	+1,813	New	+$201K	0.05%	21
2024 Q4	–	Sell	-1,813	Closed	-$213K	–	25
2024 Q3	$213K	Hold	1,813	–	–	0.05%	21
2024 Q2	$209K	Buy	+1,813	New	+$211K	0.05%	22
2023 Q1	–	Sell	-3,477	Closed	-$384K	–	31
2022 Q4	$384K	Hold	3,477	–	–	0.12%	17
2022 Q3	$304K	Hold	3,477	–	–	0.1%	23
2022 Q2	$298K	Hold	3,477	–	–	0.09%	26
2022 Q1	$287K	Sell	3,477 -1,500	-30%	-$117K	0.07%	30
2021 Q4	$305K	Buy	+4,977	New	+$311K	0.07%	30
2013 Q3	–	Sell	-150	Closed	-$14K	–	57
2013 Q2	$14K	Buy	+150	New	+$13.5K	﹤0.01%	52

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

Welch Capital Partners's XOM Position: Q1 2026 in Review

Welch Capital Partners held its ExxonMobil (XOM) position steady in Q1 2026 at 1,813 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #20.

Welch Capital Partners first reported a position in XOM in Q2 2013 and has held it in 12 quarters since. The position peaked at $384K in Q4 2022. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Welch Capital Partners held 1,813 shares of ExxonMobil worth $308K as of Q1 2026.
Welch Capital Partners left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.07% of Welch Capital Partners's portfolio in Q1 2026, its #20 holding.
Welch Capital Partners first reported a position in ExxonMobil in Q2 2013 and has held it in 12 quarters since.
Welch Capital Partners's ExxonMobil position peaked at $384K in Q4 2022.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Welch Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.