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WFA of San Diego’s ExxonMobil XOM Stock Holding History

WFA of San Diego’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 		$1.93M Sell
11,348
-100
-0.9% -$14.6K 1.54% 16
2025
Q4 		$1.38M Sell
11,448
-355
-3% -$41.2K 1.01% 26
2025
Q3 		$1.33M Sell
11,803
-70
-0.6% -$7.78K 0.91% 29
2025
Q2 		$1.28M Buy
+11,873
New +$1.27M 0.94% 27
2024
Q3 		$1.27M Sell
10,807
-200
-2% -$23.1K 1.07% 24
2024
Q2 		$1.27M Buy
+11,007
New +$1.28M 1.13% 25
2023
Q3 		$1.27M Buy
10,792
+1
+0% +$110 1.31% 20
2023
Q2 		$1.16M Sell
10,791
-450
-4% -$49.1K 1.14% 21
2023
Q1 		$1.23M Sell
11,241
-3,374
-23% -$373K 1.29% 21
2022
Q4 		$1.61M Sell
14,615
-264
-2% -$28.3K 1.23% 18
2022
Q3 		$1.3M Sell
14,879
-449
-3% -$41K 1.17% 24
2022
Q2 		$1.31M Buy
15,328
+4,331
+39% +$391K 1.12% 19
2022
Q1 		$908K Sell
10,997
-1,101
-9% -$85.6K 0.69% 34
2021
Q4 		$740K Sell
12,098
-7,949
-40% -$497K 0.43% 50
2021
Q3 		$1.18M Buy
20,047
+7,401
+59% +$422K 0.82% 29
2021
Q2 		$798K Sell
12,646
-10,470
-45% -$625K 0.62% 37
2021
Q1 		$1.29M Buy
23,116
+2,332
+11% +$122K 1.07% 24
2020
Q4 		$41 Buy
20,784
+2
+0% +$75 0.01% 77
2020
Q3 		$713K Sell
20,782
-50,969
-71% -$2.08M 0.67% 36
2020
Q2 		$4.37M Buy
+71,751
New +$3.22M 1.02% 17

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WFA of San Diego's XOM Position: Q1 2026 in Review

WFA of San Diego reduced its ExxonMobil (XOM) stake by 0.87% in Q1 2026, selling an estimated $14.6K and leaving 11,348 shares worth $1.93M. The position accounts for 1.54% of the portfolio, ranked #16.

WFA of San Diego first reported a position in XOM in Q2 2020 and has held it in 20 quarters since. The position peaked at $4.37M in Q2 2020. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • WFA of San Diego held 11,348 shares of ExxonMobil worth $1.93M as of Q1 2026.
  • WFA of San Diego sold 100 ExxonMobil shares in Q1 2026, an estimated $14.6K.
  • ExxonMobil made up 1.54% of WFA of San Diego's portfolio in Q1 2026, its #16 holding.
  • WFA of San Diego first reported a position in ExxonMobil in Q2 2020 and has held it in 20 quarters since.
  • WFA of San Diego's ExxonMobil position peaked at $4.37M in Q2 2020.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.