Willow Financial’s ExxonMobil XOM Stock Holding History

Willow Financial’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	$1.29M	Sell	7,606 -395	-5%	-$57.6K	1.31%	18
2025 Q4	$963K	Buy	+8,001	New	+$928K	0.98%	22

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

Willow Financial's XOM Position: Q1 2026 in Review

Willow Financial reduced its ExxonMobil (XOM) stake by 4.9% in Q1 2026, selling an estimated $57.6K and leaving 7,606 shares worth $1.29M. The position accounts for 1.31% of the portfolio, ranked #18.

Willow Financial first reported a position in XOM in Q4 2025 and has held it in 2 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Willow Financial held 7,606 shares of ExxonMobil worth $1.29M as of Q1 2026.
Willow Financial sold 395 ExxonMobil shares in Q1 2026, an estimated $57.6K.
ExxonMobil made up 1.31% of Willow Financial's portfolio in Q1 2026, its #18 holding.
Willow Financial first reported a position in ExxonMobil in Q4 2025 and has held it in 2 quarters since.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.