Winnow Wealth’s ExxonMobil XOM Stock Holding History

Winnow 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	$2.09M	Buy	12,301 +45	+0.4%	+$6.57K	1.61%	10
2025 Q4	$1.48M	Sell	12,256 -12,687	-51%	-$1.47M	1.1%	11
2025 Q3	$2.82M	Buy	+24,943	New	+$2.77M	2.21%	7
2025 Q2	–	Sell	-24,875	Closed	-$2.96M	–	687
2025 Q1	$2.96M	Buy	24,875 +53	+0.2%	+$5.86K	2.73%	7
2024 Q4	$2.67M	Buy	+24,822	New	+$2.9M	2.65%	6

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

Winnow Wealth's XOM Position: Q1 2026 in Review

Winnow Wealth increased its ExxonMobil (XOM) stake by 0.37% in Q1 2026, buying an estimated $6.57K and bringing the position to 12,301 shares worth $2.09M. The position accounts for 1.61% of the portfolio, ranked #10.

Winnow Wealth first reported a position in XOM in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.96M in Q1 2025. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Winnow Wealth held 12,301 shares of ExxonMobil worth $2.09M as of Q1 2026.
Winnow Wealth bought 45 ExxonMobil shares in Q1 2026, an estimated $6.57K.
ExxonMobil made up 1.61% of Winnow Wealth's portfolio in Q1 2026, its #10 holding.
Winnow Wealth first reported a position in ExxonMobil in Q4 2024 and has held it in 5 quarters since.
Winnow Wealth's ExxonMobil position peaked at $2.96M in Q1 2025.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.