Atria Investments’s ExxonMobil XOM Stock Holding History

Atria Investments’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	$41M	Sell	241,578 -28,859	-11%	-$4.21M	0.46%	39
2025 Q4	$32.5M	Sell	270,437 -2,142	-0.8%	-$248K	0.37%	45
2025 Q3	$30.7M	Sell	272,579 -1,061	-0.4%	-$118K	0.35%	45
2025 Q2	$29.5M	Buy	273,640 +21,434	+8%	+$2.29M	0.35%	46
2025 Q1	$30M	Buy	252,206 +20,070	+9%	+$2.22M	0.38%	42
2024 Q4	$25M	Sell	232,136 -3,736	-2%	-$437K	0.31%	54
2024 Q3	$27.6M	Sell	235,872 -4,075	-2%	-$471K	0.34%	52
2024 Q2	$27.6M	Buy	239,947 +22,927	+11%	+$2.67M	0.36%	50
2024 Q1	$25.2M	Buy	217,020 +35,287	+19%	+$3.69M	0.35%	59
2023 Q4	$18.2M	Sell	181,733 -3,068	-2%	-$322K	0.28%	75
2023 Q3	$21.7M	Buy	184,801 +16,886	+10%	+$1.85M	0.39%	49
2023 Q2	$18M	Buy	167,915 +13,034	+8%	+$1.42M	0.33%	61
2023 Q1	$17M	Buy	154,881 +3,258	+2%	+$360K	0.32%	65
2022 Q4	$16.7M	Sell	151,623 -9,867	-6%	-$1.06M	0.34%	58
2022 Q3	$14.1M	Sell	161,490 -8,195	-5%	-$748K	0.31%	67
2022 Q2	$14.5M	Sell	169,685 -16,261	-9%	-$1.47M	0.3%	66
2022 Q1	$15.4M	Sell	185,946 -4,657	-2%	-$362K	0.27%	75
2021 Q4	$11.7M	Buy	190,603 +11,637	+7%	+$727K	0.21%	114
2021 Q3	$10.5M	Buy	178,966 +13,706	+8%	+$781K	0.19%	123
2021 Q2	$10.4M	Buy	165,260 +35,172	+27%	+$2.1M	0.2%	115
2021 Q1	$7.26M	Buy	130,088 +57,137	+78%	+$3M	0.16%	143
2020 Q4	$3.01M	Buy	72,951 +5,541	+8%	+$208K	0.07%	304
2020 Q3	$2.31M	Buy	67,410 +712	+1%	+$29.1K	0.07%	305
2020 Q2	$2.98M	Buy	66,698 +21,927	+49%	+$983K	0.1%	236
2020 Q1	$1.7M	Sell	44,771 -13,883	-24%	-$767K	0.13%	157
2019 Q4	$4.09M	Buy	58,654 +4,987	+9%	+$345K	0.11%	177
2019 Q3	$3.79M	Buy	53,667 +557	+1%	+$40.3K	0.14%	148
2019 Q2	$3.65M	Buy	53,110 +21,504	+68%	+$1.66M	0.14%	142
2019 Q1	$2.55M	Sell	31,606 -14,029	-31%	-$1.07M	0.11%	181
2018 Q4	$3.11M	Sell	45,635 -28,713	-39%	-$2.25M	0.14%	115
2018 Q3	$6.32M	Buy	74,348 +2,820	+4%	+$231K	0.25%	73
2018 Q2	$5.92M	Sell	71,528 -6,917	-9%	-$551K	0.26%	69
2018 Q1	$5.85M	Sell	78,445 -14,272	-15%	-$1.14M	0.28%	62
2017 Q4	$7.75M	Buy	92,717 +50,959	+122%	+$4.21M	0.39%	41
2017 Q3	$3.42M	Sell	41,758 -3,026	-7%	-$240K	0.19%	104
2017 Q2	$3.62M	Sell	44,784 -17,017	-28%	-$1.39M	0.22%	84
2017 Q1	$5.07M	Sell	61,801 -3,521	-5%	-$294K	0.33%	56
2016 Q4	$5.9M	Buy	65,322 +7,477	+13%	+$653K	0.45%	36
2016 Q3	$5.05M	Buy	57,845 +6,143	+12%	+$545K	0.46%	36
2016 Q2	$4.82M	Buy	51,702 +3,124	+6%	+$276K	0.52%	29
2016 Q1	$4.06M	Buy	48,578 +4,929	+11%	+$395K	0.46%	33
2015 Q4	$3.26M	Buy	43,649 +5,048	+13%	+$404K	0.36%	44
2015 Q3	$2.87M	Buy	38,601 +325	+0.8%	+$25K	0.4%	41
2015 Q2	$3.19M	Sell	38,276 -404	-1%	-$34.7K	0.37%	43
2015 Q1	$3.29M	Buy	38,680 +1,863	+5%	+$165K	0.37%	44
2014 Q4	$3.4M	Buy	36,817 +589	+2%	+$54.9K	0.36%	43
2014 Q3	$3.41M	Buy	36,228 +2,544	+8%	+$253K	0.35%	46
2014 Q2	$3.39M	Buy	33,684 +3,809	+13%	+$384K	0.34%	47
2014 Q1	$2.92M	Buy	29,875 +827	+3%	+$78.8K	0.3%	50
2013 Q4	$2.94M	Sell	29,048 -20,796	-42%	-$1.92M	0.29%	57
2013 Q3	$4.29M	Sell	49,844 -403	-0.8%	-$36.3K	0.45%	40
2013 Q2	$4.54M	Buy	+50,247	New	+$4.52M	0.55%	37

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

Atria Investments's XOM Position: Q1 2026 in Review

Atria Investments reduced its ExxonMobil (XOM) stake by 11% in Q1 2026, selling an estimated $4.21M and leaving 241,578 shares worth $41M. The position accounts for 0.46% of the portfolio, ranked #39.

Atria Investments first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Atria Investments held 241,578 shares of ExxonMobil worth $41M as of Q1 2026.
Atria Investments sold 28,859 ExxonMobil shares in Q1 2026, an estimated $4.21M.
ExxonMobil made up 0.46% of Atria Investments's portfolio in Q1 2026, its #39 holding.
Atria Investments first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.