WFAG
XOM icon

Worth Financial Advisory Group’s ExxonMobil XOM Stock Holding History

Worth Financial 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 		– Sell
-11,921
Closed -$1.43M – 194
2025
Q4 		$1.43M Buy
11,921
+419
+4% +$48.6K 0.69% 32
2025
Q3 		$1.3M Sell
11,502
-199
-2% -$22.1K 0.73% 30
2025
Q2 		$1.26M Buy
11,701
+1,559
+15% +$167K 0.77% 30
2025
Q1 		$1.21M Buy
10,142
+684
+7% +$75.6K 0.77% 31
2024
Q4 		$1.02M Sell
9,458
-19
-0.2% -$2.22K 0.63% 40
2024
Q3 		$1.11M Buy
9,477
+675
+8% +$77.9K 0.65% 34
2024
Q2 		$1.01M Buy
8,802
+805
+10% +$93.8K 0.66% 36
2024
Q1 		$930K Buy
7,997
+717
+10% +$75K 0.64% 40
2023
Q4 		$728K Buy
7,280
+349
+5% +$36.7K 0.58% 42
2023
Q3 		$815K Buy
6,931
+1,167
+20% +$128K 0.73% 34
2023
Q2 		$618K Buy
5,764
+738
+15% +$80.5K 0.57% 45
2023
Q1 		$551K Buy
5,026
+425
+9% +$47K 0.53% 59
2022
Q4 		$508K Buy
+4,601
New +$493K 0.59% 47

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

Worth Financial Advisory Group's XOM Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 11,921 shares — an estimated $1.43M sold.

Worth Financial Advisory Group first reported a position in XOM in Q4 2022 and held it in 13 quarters. The position peaked at $1.43M in Q4 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 11,921 ExxonMobil shares in Q1 2026, an estimated $1.43M.
  • Worth Financial Advisory Group first reported a position in ExxonMobil in Q4 2022 and held it in 13 quarters.
  • Worth Financial Advisory Group's ExxonMobil position peaked at $1.43M in Q4 2025.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.