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WorthPointe’s ExxonMobil XOM Stock Holding History

WorthPointe’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 		$4.23M Sell
24,920
-4,041
-14% -$590K 1.14% 19
2025
Q4 		$3.49M Buy
28,961
+555
+2% +$64.4K 0.92% 22
2025
Q3 		$3.2M Buy
28,406
+45
+0.2% +$5K 1.2% 12
2025
Q2 		$3.06M Buy
28,361
+132
+0.5% +$14.1K 1.29% 12
2025
Q1 		$3.36M Sell
28,229
-31
-0.1% -$3.43K 1.5% 12
2024
Q4 		$3.04M Buy
28,260
+49
+0.2% +$5.73K 1.24% 13
2024
Q3 		$3.31M Sell
28,211
-10
-0% -$1.16K 1.39% 12
2024
Q2 		$3.25M Buy
28,221
+303
+1% +$35.3K 1.48% 12
2024
Q1 		$3.25M Buy
27,918
+3,260
+13% +$341K 1.63% 9
2023
Q4 		$2.47M Sell
24,658
-625
-2% -$65.7K 1.25% 15
2023
Q3 		$2.97M Buy
25,283
+834
+3% +$91.5K 1.75% 10
2023
Q2 		$2.62M Buy
24,449
+513
+2% +$56K 1.58% 10
2023
Q1 		$2.62M Sell
23,936
-35
-0.1% -$3.87K 1.7% 10
2022
Q4 		$2.64M Buy
23,971
+2,799
+13% +$300K 1.79% 11
2022
Q3 		$1.85M Buy
21,172
+44
+0.2% +$4.02K 1.55% 10
2022
Q2 		$1.81M Buy
21,128
+33
+0.2% +$2.98K 1.52% 9
2022
Q1 		$1.74M Sell
21,095
-140
-0.7% -$10.9K 1.4% 9
2021
Q4 		$1.34M Buy
+21,235
New +$1.33M 1.19% 14

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

WorthPointe's XOM Position: Q1 2026 in Review

WorthPointe reduced its ExxonMobil (XOM) stake by 14% in Q1 2026, selling an estimated $590K and leaving 24,920 shares worth $4.23M. The position accounts for 1.14% of the portfolio, ranked #19.

WorthPointe first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • WorthPointe held 24,920 shares of ExxonMobil worth $4.23M as of Q1 2026.
  • WorthPointe sold 4,041 ExxonMobil shares in Q1 2026, an estimated $590K.
  • ExxonMobil made up 1.14% of WorthPointe's portfolio in Q1 2026, its #19 holding.
  • WorthPointe first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.