Windsor Advisory Group’s ExxonMobil XOM Stock Holding History

Windsor Advisory Group’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	$1.66M	Sell	9,799 -812	-8%	-$118K	1.39%	15
2025 Q4	$1.28M	Hold	10,611	–	–	1.14%	18
2025 Q3	$1.2M	Buy	+10,611	New	+$1.18M	1.06%	20
2024 Q4	–	Sell	-12,058	Closed	-$1.41M	–	105
2024 Q3	$1.41M	Buy	+12,058	New	+$1.39M	1.6%	14
2023 Q4	–	Sell	-2,832	Closed	-$333K	–	71
2023 Q3	$333K	Hold	2,832	–	–	0.79%	31
2023 Q2	$304K	Hold	2,832	–	–	0.75%	29
2023 Q1	$311K	Sell	2,832 -623	-18%	-$68.9K	0.74%	31
2022 Q4	$381K	Buy	+3,455	New	+$370K	1.01%	26

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

Windsor Advisory Group's XOM Position: Q1 2026 in Review

Windsor Advisory Group reduced its ExxonMobil (XOM) stake by 7.7% in Q1 2026, selling an estimated $118K and leaving 9,799 shares worth $1.66M. The position accounts for 1.39% of the portfolio, ranked #15.

Windsor Advisory Group first reported a position in XOM in Q4 2022 and has held it in 8 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Windsor Advisory Group held 9,799 shares of ExxonMobil worth $1.66M as of Q1 2026.
Windsor Advisory Group sold 812 ExxonMobil shares in Q1 2026, an estimated $118K.
ExxonMobil made up 1.39% of Windsor Advisory Group's portfolio in Q1 2026, its #15 holding.
Windsor Advisory Group first reported a position in ExxonMobil in Q4 2022 and has held it in 8 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.