Avalon Trust’s ExxonMobil XOM Stock Holding History

Avalon Trust’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	$421K	Buy	2,480 +968	+64%	+$141K	0.03%	101
2025 Q4	$182K	Sell	1,512 -515	-25%	-$59.7K	0.01%	153
2025 Q3	$229K	Sell	2,027 -1,120	-36%	-$125K	0.01%	147
2025 Q2	$339K	Buy	3,147 +327	+12%	+$35K	0.02%	110
2025 Q1	$335K	Buy	2,820 +1,573	+126%	+$174K	0.03%	112
2024 Q4	$134K	Hold	1,247	–	–	0.01%	148
2024 Q3	$146K	Sell	1,247 -417	-25%	-$48.1K	0.01%	141
2024 Q2	$192K	Hold	1,664	–	–	0.02%	129
2024 Q1	$193K	Buy	1,664 +825	+98%	+$86.3K	0.02%	133
2023 Q4	$83.9K	Sell	839 -166	-17%	-$17.4K	0.01%	175
2023 Q3	$118K	Hold	1,005	–	–	0.01%	143
2023 Q2	$108K	Sell	1,005 -100	-9%	-$10.9K	0.01%	156
2023 Q1	$121K	Buy	+1,105	New	+$122K	0.01%	145

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

Avalon Trust's XOM Position: Q1 2026 in Review

Avalon Trust increased its ExxonMobil (XOM) stake by 64% in Q1 2026, buying an estimated $141K and bringing the position to 2,480 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #101.

Avalon Trust first reported a position in XOM in Q1 2023 and has held it in 13 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Avalon Trust held 2,480 shares of ExxonMobil worth $421K as of Q1 2026.
Avalon Trust bought 968 ExxonMobil shares in Q1 2026, an estimated $141K.
ExxonMobil made up 0.03% of Avalon Trust's portfolio in Q1 2026, its #101 holding.
Avalon Trust first reported a position in ExxonMobil in Q1 2023 and has held it in 13 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.