Callan Family Office’s ExxonMobil XOM Stock Holding History

Callan 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	$16.7M	Sell	98,140 -2,752	-3%	-$402K	0.38%	44
2025 Q4	$12.1M	Buy	100,892 +24,214	+32%	+$2.81M	0.26%	74
2025 Q3	$8.65M	Buy	76,678 +523	+0.7%	+$58.1K	0.28%	74
2025 Q2	$8.21M	Buy	76,155 +43,306	+132%	+$4.63M	0.26%	80
2025 Q1	$3.91M	Sell	32,849 -4,496	-12%	-$497K	0.29%	75
2024 Q4	$4.02M	Buy	37,345 +27,475	+278%	+$3.21M	0.26%	77
2024 Q3	$1.16M	Buy	9,870 +1,850	+23%	+$214K	0.19%	62
2024 Q2	$923K	Buy	8,020 +1,264	+19%	+$147K	0.18%	61
2024 Q1	$785K	Buy	6,756 +866	+15%	+$90.6K	0.18%	49
2023 Q4	$589K	Buy	5,890 +101	+2%	+$10.6K	0.15%	50
2023 Q3	$681K	Buy	5,789 +150	+3%	+$16.5K	0.18%	50
2023 Q2	$605K	Sell	5,639 -155	-3%	-$16.9K	0.16%	57
2023 Q1	$635K	Sell	5,794 -779	-12%	-$86.2K	0.15%	84
2022 Q4	$725K	Buy	+6,573	New	+$704K	0.23%	44

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

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

Callan Family Office reduced its ExxonMobil (XOM) stake by 2.7% in Q1 2026, selling an estimated $402K and leaving 98,140 shares worth $16.7M. The position accounts for 0.38% of the portfolio, ranked #44.

Callan Family Office first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Callan Family Office held 98,140 shares of ExxonMobil worth $16.7M as of Q1 2026.
Callan Family Office sold 2,752 ExxonMobil shares in Q1 2026, an estimated $402K.
ExxonMobil made up 0.38% of Callan Family Office's portfolio in Q1 2026, its #44 holding.
Callan Family Office first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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