Western Wealth Management’s ExxonMobil XOM Stock Holding History

Western Wealth 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	$14M	Buy	82,480 +23,907	+41%	+$3.49M	0.53%	31
2025 Q4	$7.05M	Buy	58,573 +2,762	+5%	+$320K	0.32%	54
2025 Q3	$6.29M	Sell	55,811 -1,036	-2%	-$115K	0.33%	55
2025 Q2	$6.13M	Sell	56,847 -2,537	-4%	-$271K	0.36%	52
2025 Q1	$7.06M	Buy	59,384 +2,885	+5%	+$319K	0.47%	43
2024 Q4	$6.08M	Sell	56,499 -19,315	-25%	-$2.26M	0.4%	45
2024 Q3	$8.89M	Buy	75,814 +16,281	+27%	+$1.88M	0.51%	39
2024 Q2	$6.85M	Buy	59,533 +2,277	+4%	+$265K	0.51%	38
2024 Q1	$6.66M	Sell	57,256 -17,831	-24%	-$1.87M	0.52%	39
2023 Q4	$7.51M	Sell	75,087 -1,883	-2%	-$198K	0.54%	36
2023 Q3	$9.05M	Buy	76,970 +31,571	+70%	+$3.46M	0.76%	23
2023 Q2	$4.87M	Buy	45,399 +1,018	+2%	+$111K	0.42%	44
2023 Q1	$4.87M	Sell	44,381 -2,045	-4%	-$226K	0.45%	42
2022 Q4	$5.12M	Sell	46,426 -23,902	-34%	-$2.56M	0.52%	39
2022 Q3	$6.56M	Sell	70,328 -713	-1%	-$65.1K	0.38%	52
2022 Q2	$6.1M	Sell	71,041 -34,530	-33%	-$3.11M	0.35%	59
2022 Q1	$8.72M	Buy	105,571 +78,051	+284%	+$6.07M	0.42%	45
2021 Q4	$1.69M	Buy	+27,520	New	+$1.72M	0.17%	134
2021 Q2	$2.58M	Buy	40,799 +21,346	+110%	+$1.27M	0.27%	87
2021 Q1	$1.09M	Buy	19,453 +444	+2%	+$23.3K	0.15%	149
2020 Q4	$784K	Sell	19,009 -4,850	-20%	-$182K	0.12%	192
2020 Q3	$819K	Sell	23,859 -2,671	-10%	-$109K	0.13%	170
2020 Q2	$1.19M	Buy	26,530 +9,151	+53%	+$410K	0.22%	114
2020 Q1	$660K	Buy	17,379 +2,044	+13%	+$113K	0.15%	148
2019 Q4	$1.07M	Sell	15,335 -2,776	-15%	-$192K	0.16%	134
2019 Q3	$1.28M	Buy	18,111 +221	+1%	+$16K	0.27%	93
2019 Q2	$1.37M	Sell	17,890 -1,936	-10%	-$150K	0.18%	109
2019 Q1	$1.6M	Buy	19,826 +3,874	+24%	+$295K	0.36%	68
2018 Q4	$1.09M	Buy	+15,952	New	+$1.25M	0.29%	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

Western Wealth Management's XOM Position: Q1 2026 in Review

Western Wealth Management increased its ExxonMobil (XOM) stake by 41% in Q1 2026, buying an estimated $3.49M and bringing the position to 82,480 shares worth $14M. The position accounts for 0.53% of the portfolio, ranked #31.

Western Wealth Management first reported a position in XOM in Q4 2018 and has held it in 29 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Western Wealth Management held 82,480 shares of ExxonMobil worth $14M as of Q1 2026.
Western Wealth Management bought 23,907 ExxonMobil shares in Q1 2026, an estimated $3.49M.
ExxonMobil made up 0.53% of Western Wealth Management's portfolio in Q1 2026, its #31 holding.
Western Wealth Management first reported a position in ExxonMobil in Q4 2018 and has held it in 29 quarters since.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.