WW
XOM icon

Windle Wealth’s ExxonMobil XOM Stock Holding History

Windle 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 		$12.3M Sell
72,246
-2,024
-3% -$295K 5.18% 2
2025
Q4 		$8.94M Buy
74,270
+1,435
+2% +$166K 4% 8
2025
Q3 		$8.21M Buy
72,835
+1,524
+2% +$169K 3.67% 12
2025
Q2 		$7.69M Buy
71,311
+4,052
+6% +$433K 3.76% 13
2025
Q1 		$8M Buy
67,259
+6,018
+10% +$666K 4.12% 14
2024
Q4 		$6.59M Buy
61,241
+2,315
+4% +$271K 3.64% 19
2024
Q3 		$6.91M Buy
58,926
+4,672
+9% +$539K 3.75% 18
2024
Q2 		$6.25M Sell
54,254
-5,745
-10% -$669K 3.81% 15
2024
Q1 		$6.97M Buy
59,999
+4,175
+7% +$437K 4.44% 5
2023
Q4 		$5.58M Sell
55,824
-144
-0.3% -$15.1K 3.91% 20
2023
Q3 		$6.58M Sell
55,968
-1,339
-2% -$147K 4.91% 3
2023
Q2 		$6.15M Sell
57,307
-963
-2% -$105K 4.44% 6
2023
Q1 		$6.39M Sell
58,270
-4,746
-8% -$525K 4.74% 5
2022
Q4 		$6.95M Buy
+63,016
New +$6.75M 5.43% 1

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

Windle Wealth's XOM Position: Q1 2026 in Review

Windle Wealth reduced its ExxonMobil (XOM) stake by 2.7% in Q1 2026, selling an estimated $295K and leaving 72,246 shares worth $12.3M. The position accounts for 5.18% of the portfolio, ranked #2.

Windle Wealth first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Windle Wealth held 72,246 shares of ExxonMobil worth $12.3M as of Q1 2026.
  • Windle Wealth sold 2,024 ExxonMobil shares in Q1 2026, an estimated $295K.
  • ExxonMobil made up 5.18% of Windle Wealth's portfolio in Q1 2026, its #2 holding.
  • Windle Wealth first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Windle Wealth's 13F filing for Q1 2026, filed 11 May 2026.