WNY Asset Management’s ExxonMobil XOM Stock Holding History

WNY Asset Management’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	$2.92M	Buy	+17,196	New	+$2.51M	0.3%	53
2025 Q3	$2.03M	Sell	18,035 -2,294	-11%	-$255K	0.2%	57
2025 Q2	$2.19M	Buy	20,329 +639	+3%	+$68.3K	0.24%	54
2025 Q1	$2.34M	Buy	19,690 +2,439	+14%	+$270K	0.28%	56
2024 Q4	$1.86M	Sell	17,251 -1,747	-9%	-$204K	0.23%	56
2024 Q3	$2.23M	Sell	18,998 -389	-2%	-$44.9K	0.26%	58
2024 Q2	$2.23M	Buy	19,387 +268	+1%	+$31.2K	0.3%	53
2024 Q1	$2.22M	Sell	19,119 -49	-0.3%	-$5.13K	0.34%	54
2023 Q4	$1.92M	Buy	19,168 +1,816	+10%	+$191K	0.32%	55
2023 Q3	$2.04M	Sell	17,352 -701	-4%	-$76.9K	0.4%	50
2023 Q2	$1.94M	Sell	18,053 -1,235	-6%	-$135K	0.41%	42
2023 Q1	$2.12M	Sell	19,288 -2,850	-13%	-$315K	0.5%	43
2022 Q4	$2.44M	Sell	22,138 -1,672	-7%	-$179K	0.66%	37
2022 Q3	$2.08M	Sell	23,810 -1,173	-5%	-$107K	0.75%	39
2022 Q2	$2.14M	Sell	24,983 -734	-3%	-$66.2K	0.73%	38
2022 Q1	$2.13M	Sell	25,717 -2,296	-8%	-$178K	0.66%	41
2021 Q4	$1.71M	Sell	28,013 -777	-3%	-$48.6K	0.51%	46
2021 Q3	$1.7M	Buy	28,790 +6,056	+27%	+$345K	0.59%	41
2021 Q2	$1.44M	Buy	22,734 +958	+4%	+$57.2K	0.51%	41
2021 Q1	$1.22M	Sell	21,776 -1,748	-7%	-$91.6K	0.49%	36
2020 Q4	$968K	Buy	+23,524	New	+$882K	0.49%	29

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

WNY Asset Management's XOM Position: Q1 2026 in Review

WNY Asset Management opened a new position in ExxonMobil (XOM) in Q1 2026: 17,196 shares worth $2.92M. The stake represents 0.3% of the portfolio and ranks #53 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in XOM as recently as Q3 2025.

WNY Asset Management first reported a position in XOM in Q4 2020 and has held it in 21 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

WNY Asset Management held 17,196 shares of ExxonMobil worth $2.92M as of Q1 2026.
ExxonMobil was a new WNY Asset Management position in Q1 2026.
ExxonMobil made up 0.3% of WNY Asset Management's portfolio in Q1 2026, its #53 holding.
WNY Asset Management first reported a position in ExxonMobil in Q4 2020 and has held it in 21 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.