Widmann Financial Services’s ExxonMobil XOM Stock Holding History

Widmann Financial Services’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	$5.83M	Sell	34,340 -3,460	-9%	-$505K	3.46%	6
2025 Q4	$4.55M	Buy	37,800 +3,167	+9%	+$367K	2.78%	9
2025 Q3	$3.9M	Buy	34,633 +140	+0.4%	+$15.6K	2.46%	10
2025 Q2	$3.72M	Buy	34,493 +1,467	+4%	+$157K	2.59%	10
2025 Q1	$3.93M	Buy	33,026 +4,769	+17%	+$527K	3.05%	7
2024 Q4	$3.04M	Sell	28,257 -220	-0.8%	-$25.7K	2.35%	11
2024 Q3	$3.34M	Buy	28,477 +97	+0.3%	+$11.2K	2.53%	10
2024 Q2	$3.27M	Sell	28,380 -518	-2%	-$60.3K	2.66%	9
2024 Q1	$3.36M	Sell	28,898 -66	-0.2%	-$6.91K	2.82%	9
2023 Q4	$2.9M	Sell	28,964 -1,528	-5%	-$161K	2.61%	9
2023 Q3	$3.59M	Buy	30,492 +4,110	+16%	+$451K	3.57%	7
2023 Q2	$2.83M	Sell	26,382 -127	-0.5%	-$13.9K	2.71%	10
2023 Q1	$2.91M	Sell	26,509 -213	-0.8%	-$23.6K	2.93%	9
2022 Q4	$2.95M	Sell	26,722 -321	-1%	-$34.4K	3.09%	7
2022 Q3	$2.36M	Sell	27,043 -71	-0.3%	-$6.48K	2.62%	11
2022 Q2	$2.32M	Sell	27,114 -415	-2%	-$37.4K	2.4%	12
2022 Q1	$2.27M	Sell	27,529 -662	-2%	-$51.5K	2.01%	14
2021 Q4	$1.73M	Buy	+28,191	New	+$1.76M	1.42%	21

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

Widmann Financial Services's XOM Position: Q1 2026 in Review

Widmann Financial Services reduced its ExxonMobil (XOM) stake by 9.2% in Q1 2026, selling an estimated $505K and leaving 34,340 shares worth $5.83M. The position accounts for 3.46% of the portfolio, ranked #6.

Widmann Financial Services first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Widmann Financial Services held 34,340 shares of ExxonMobil worth $5.83M as of Q1 2026.
Widmann Financial Services sold 3,460 ExxonMobil shares in Q1 2026, an estimated $505K.
ExxonMobil made up 3.46% of Widmann Financial Services's portfolio in Q1 2026, its #6 holding.
Widmann Financial Services first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.