Boston Family Office’s ExxonMobil XOM Stock Holding History

Boston Family Office’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	$5.86M	Sell	34,534 -1,063	-3%	-$155K	0.39%	69
2025 Q4	$4.28M	Sell	35,597 -25	-0.1%	-$2.9K	0.27%	81
2025 Q3	$4.02M	Buy	35,622 +1,500	+4%	+$167K	0.26%	85
2025 Q2	$3.68M	Buy	34,122 +435	+1%	+$46.5K	0.24%	86
2025 Q1	$4.01M	Buy	33,687 +2,653	+9%	+$293K	0.28%	79
2024 Q4	$3.34M	Sell	31,034 -246	-0.8%	-$28.8K	0.23%	90
2024 Q3	$3.67M	Sell	31,280 -576	-2%	-$66.5K	0.25%	82
2024 Q2	$3.67M	Buy	31,856 +2,924	+10%	+$341K	0.26%	80
2024 Q1	$3.36M	Sell	28,932 -625	-2%	-$65.4K	0.24%	84
2023 Q4	$2.96M	Buy	29,557 +495	+2%	+$52K	0.22%	85
2023 Q3	$3.42M	Sell	29,062 -289	-1%	-$31.7K	0.28%	76
2023 Q2	$3.15M	Buy	29,351 +2,525	+9%	+$276K	0.24%	81
2023 Q1	$2.94M	Sell	26,826 -275	-1%	-$30.4K	0.24%	82
2022 Q4	$2.99M	Sell	27,101 -623	-2%	-$66.8K	0.25%	82
2022 Q3	$2.42M	Sell	27,724 -2,798	-9%	-$255K	0.22%	90
2022 Q2	$2.61M	Sell	30,522 -3,388	-10%	-$306K	0.22%	92
2022 Q1	$2.8M	Sell	33,910 -2,424	-7%	-$188K	0.2%	95
2021 Q4	$2.22M	Sell	36,334 -450	-1%	-$28.1K	0.14%	114
2021 Q3	$2.16M	Sell	36,784 -1,976	-5%	-$113K	0.16%	110
2021 Q2	$2.44M	Sell	38,760 -460	-1%	-$27.5K	0.17%	107
2021 Q1	$2.18M	Sell	39,220 -6,584	-14%	-$345K	0.16%	112
2020 Q4	$1.89M	Sell	45,804 -7,895	-15%	-$296K	0.15%	116
2020 Q3	$1.84M	Sell	53,699 -12,725	-19%	-$520K	0.17%	104
2020 Q2	$2.97M	Sell	66,424 -2,269	-3%	-$102K	0.29%	82
2020 Q1	$2.61M	Sell	68,693 -34,112	-33%	-$1.88M	0.31%	81
2019 Q4	$7.17M	Sell	102,805 -12,767	-11%	-$883K	0.68%	47
2019 Q3	$8.16M	Sell	115,572 -10,916	-9%	-$789K	0.85%	42
2019 Q2	$9.69M	Sell	126,488 -5,670	-4%	-$439K	1.01%	36
2019 Q1	$10.7M	Sell	132,158 -5,057	-4%	-$386K	1.15%	28
2018 Q4	$9.36M	Sell	137,215 -6,294	-4%	-$494K	1.16%	26
2018 Q3	$12.2M	Sell	143,509 -8,861	-6%	-$724K	1.29%	22
2018 Q2	$12.6M	Sell	152,370 -23,190	-13%	-$1.85M	1.43%	16
2018 Q1	$13.1M	Sell	175,560 -4,345	-2%	-$347K	1.49%	13
2017 Q4	$15M	Sell	179,905 -3,904	-2%	-$323K	1.65%	9
2017 Q3	$15.1M	Sell	183,809 -3,186	-2%	-$253K	1.71%	9
2017 Q2	$15.1M	Sell	186,995 -3,571	-2%	-$292K	1.79%	8
2017 Q1	$15.6M	Sell	190,566 -2,970	-2%	-$248K	1.92%	6
2016 Q4	$17.5M	Sell	193,536 -498	-0.3%	-$43.5K	2.27%	4
2016 Q3	$16.9M	Sell	194,034 -4,040	-2%	-$358K	2.19%	4
2016 Q2	$18.6M	Buy	198,074 +304	+0.2%	+$26.9K	2.41%	2
2016 Q1	$16.5M	Buy	197,770 +13,867	+8%	+$1.11M	2.18%	3
2015 Q4	$14.3M	Sell	183,903 -185	-0.1%	-$14.8K	1.96%	7
2015 Q3	$13.7M	Buy	184,088 +2,365	+1%	+$182K	1.91%	8
2015 Q2	$15.1M	Sell	181,723 -3,612	-2%	-$311K	1.9%	8
2015 Q1	$15.8M	Sell	185,335 -974	-0.5%	-$86.4K	1.96%	7
2014 Q4	$17.2M	Sell	186,309 -3,529	-2%	-$329K	2.15%	6
2014 Q3	$17.9M	Sell	189,838 -1,071	-0.6%	-$107K	2.3%	5
2014 Q2	$19.2M	Sell	190,909 -3,671	-2%	-$370K	2.44%	3
2014 Q1	$19M	Sell	194,580 -8,135	-4%	-$775K	2.53%	2
2013 Q4	$20.5M	Sell	202,715 -8,163	-4%	-$755K	2.71%	2
2013 Q3	$18.1M	Sell	210,878 -3,399	-2%	-$306K	2.58%	2
2013 Q2	$19.4M	Buy	+214,277	New	+$19.3M	2.94%	2

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

Boston Family Office's XOM Position: Q1 2026 in Review

Boston Family Office reduced its ExxonMobil (XOM) stake by 3% in Q1 2026, selling an estimated $155K and leaving 34,534 shares worth $5.86M. The position accounts for 0.39% of the portfolio, ranked #69.

Boston Family Office first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.5M in Q4 2013. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Boston Family Office held 34,534 shares of ExxonMobil worth $5.86M as of Q1 2026.
Boston Family Office sold 1,063 ExxonMobil shares in Q1 2026, an estimated $155K.
ExxonMobil made up 0.39% of Boston Family Office's portfolio in Q1 2026, its #69 holding.
Boston Family Office first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
Boston Family Office's ExxonMobil position peaked at $20.5M in Q4 2013.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.