Westshore Wealth’s ExxonMobil XOM Stock Holding History

Westshore Wealth’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	$310K	Sell	1,825 -99	-5%	-$14.4K	0.11%	79
2025 Q4	$232K	Sell	1,924 -56	-3%	-$6.5K	0.08%	88
2025 Q3	$223K	Sell	1,980 -58	-3%	-$6.45K	0.08%	92
2025 Q2	$220K	Buy	2,038 +1	+0%	+$107	0.08%	85
2025 Q1	$242K	Hold	2,037	–	–	0.1%	78
2024 Q4	$219K	Buy	2,037 +1	+0%	+$117	0.09%	86
2024 Q3	$239K	Buy	2,036 +1	+0%	+$115	0.1%	81
2024 Q2	$234K	Sell	2,035 -117	-5%	-$13.6K	0.1%	81
2024 Q1	$250K	Buy	2,152 +23	+1%	+$2.41K	0.1%	81
2023 Q4	$213K	Sell	2,129 -66	-3%	-$6.94K	0.1%	86
2023 Q3	$258K	Sell	2,195 -1,332	-38%	-$146K	0.14%	65
2023 Q2	$378K	Sell	3,527 -933	-21%	-$102K	0.19%	47
2023 Q1	$489K	Sell	4,460 -137	-3%	-$15.2K	0.26%	42
2022 Q4	$507K	Hold	4,597	–	–	0.29%	38
2022 Q3	$401K	Sell	4,597 -314	-6%	-$28.7K	0.28%	39
2022 Q2	$421K	Buy	+4,911	New	+$443K	0.27%	43
2021 Q3	–	Sell	-8,838	Closed	-$558K	–	142
2021 Q2	$558K	Hold	8,838	–	–	0.29%	60
2021 Q1	$493K	Buy	+8,838	New	+$463K	0.28%	61
2019 Q4	$479K	Buy	+6,858	New	+$474K	0.53%	38

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

Westshore Wealth's XOM Position: Q1 2026 in Review

Westshore Wealth reduced its ExxonMobil (XOM) stake by 5.1% in Q1 2026, selling an estimated $14.4K and leaving 1,825 shares worth $310K. The position accounts for 0.11% of the portfolio, ranked #79.

Westshore Wealth first reported a position in XOM in Q4 2019 and has held it in 19 quarters since. The position peaked at $558K in Q2 2021. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Westshore Wealth held 1,825 shares of ExxonMobil worth $310K as of Q1 2026.
Westshore Wealth sold 99 ExxonMobil shares in Q1 2026, an estimated $14.4K.
ExxonMobil made up 0.11% of Westshore Wealth's portfolio in Q1 2026, its #79 holding.
Westshore Wealth first reported a position in ExxonMobil in Q4 2019 and has held it in 19 quarters since.
Westshore Wealth's ExxonMobil position peaked at $558K in Q2 2021.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.