Wescott Financial Advisory Group’s ExxonMobil XOM Stock Holding History

Wescott Financial Advisory Group’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	$4.23M	Buy	24,912 +750	+3%	+$109K	0.37%	44
2025 Q4	$2.91M	Buy	24,162 +27	+0.1%	+$3.13K	0.25%	54
2025 Q3	$2.72M	Buy	24,135 +155	+0.6%	+$17.2K	0.24%	53
2025 Q2	$2.59M	Sell	23,980 -74	-0.3%	-$7.91K	0.25%	53
2025 Q1	$2.86M	Sell	24,054 -91	-0.4%	-$10.1K	0.3%	49
2024 Q4	$2.6M	Buy	24,145 +189	+0.8%	+$22.1K	0.27%	50
2024 Q3	$2.81M	Sell	23,956 -59	-0.2%	-$6.81K	0.3%	49
2024 Q2	$2.76M	Buy	24,015 +165	+0.7%	+$19.2K	0.32%	47
2024 Q1	$2.77M	Buy	23,850 +14,929	+167%	+$1.56M	0.34%	43
2023 Q4	$892K	Sell	8,921 -567	-6%	-$59.6K	0.12%	76
2023 Q3	$1.12M	Sell	9,488 -1,239	-12%	-$136K	0.2%	64
2023 Q2	$1.15M	Buy	10,727 +2,297	+27%	+$251K	0.2%	62
2023 Q1	$924K	Buy	8,430 +3,276	+64%	+$362K	0.2%	71
2022 Q4	$568K	Buy	+5,154	New	+$552K	0.12%	83

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

Wescott Financial Advisory Group's XOM Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its ExxonMobil (XOM) stake by 3.1% in Q1 2026, buying an estimated $109K and bringing the position to 24,912 shares worth $4.23M. The position accounts for 0.37% of the portfolio, ranked #44.

Wescott Financial Advisory Group first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Wescott Financial Advisory Group held 24,912 shares of ExxonMobil worth $4.23M as of Q1 2026.
Wescott Financial Advisory Group bought 750 ExxonMobil shares in Q1 2026, an estimated $109K.
ExxonMobil made up 0.37% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #44 holding.
Wescott Financial Advisory Group first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.