Whalen Wealth Management’s ExxonMobil XOM Stock Holding History

Whalen 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	$1.13M	Buy	6,682 +311	+5%	+$45.4K	0.61%	40
2025 Q4	$767K	Buy	+6,371	New	+$739K	0.41%	65
2025 Q2	–	Sell	-4,531	Closed	-$539K	–	232
2025 Q1	$539K	Buy	+4,531	New	+$501K	0.36%	57
2024 Q4	–	Sell	-3,533	Closed	-$414K	–	180
2024 Q3	$414K	Buy	+3,533	New	+$408K	0.29%	78

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

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

Whalen Wealth Management increased its ExxonMobil (XOM) stake by 4.9% in Q1 2026, buying an estimated $45.4K and bringing the position to 6,682 shares worth $1.13M. The position accounts for 0.61% of the portfolio, ranked #40.

Whalen Wealth Management first reported a position in XOM in Q3 2024 and has held it in 4 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Whalen Wealth Management held 6,682 shares of ExxonMobil worth $1.13M as of Q1 2026.
Whalen Wealth Management bought 311 ExxonMobil shares in Q1 2026, an estimated $45.4K.
ExxonMobil made up 0.61% of Whalen Wealth Management's portfolio in Q1 2026, its #40 holding.
Whalen Wealth Management first reported a position in ExxonMobil in Q3 2024 and has held it in 4 quarters since.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.