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Carl Stuart Investment Advisor’s ExxonMobil XOM Stock Holding History

Carl Stuart Investment Advisor’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 		$2.2M Buy
12,976
+63
+0.5% +$9.19K 0.96% 7
2025
Q4 		$1.55M Buy
12,913
+899
+7% +$104K 1.4% 6
2025
Q3 		$1.35M Sell
12,014
-195
-2% -$21.7K 1.27% 6
2025
Q2 		$1.32M Buy
12,209
+355
+3% +$37.9K 0.67% 7
2025
Q1 		$1.41M Buy
11,854
+72
+0.6% +$7.96K 0.8% 7
2024
Q4 		$1.27M Buy
11,782
+74
+0.6% +$8.66K 0.68% 9
2024
Q3 		$1.37M Buy
11,708
+70
+0.6% +$8.08K 0.77% 7
2024
Q2 		$1.34M Buy
11,638
+70
+0.6% +$8.15K 0.84% 7
2024
Q1 		$1.34M Sell
11,568
-4,354
-27% -$456K 0.87% 7
2023
Q4 		$1.59M Buy
15,922
+79
+0.5% +$8.3K 1.07% 10
2023
Q3 		$1.83M Buy
15,843
+64
+0.4% +$7.02K 1.47% 6
2023
Q2 		$1.69M Sell
15,779
-391
-2% -$42.7K 1.3% 7
2023
Q1 		$94.2K Buy
16,170
+66
+0.4% +$7.3K 0.09% 36
2022
Q4 		$1.78M Buy
16,104
+69
+0.4% +$7.39K 1.64% 6
2022
Q3 		$1.59M Buy
16,035
+73
+0.5% +$6.67K 1.41% 6
2022
Q2 		$1.37M Buy
15,962
+67
+0.4% +$6.04K 1.19% 7
2022
Q1 		$13.1M Buy
15,895
+2,967
+23% +$231K 0.95% 6
2021
Q4 		$791K Buy
+12,928
New +$808K 0.57% 9

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

Carl Stuart Investment Advisor's XOM Position: Q1 2026 in Review

Carl Stuart Investment Advisor increased its ExxonMobil (XOM) stake by 0.49% in Q1 2026, buying an estimated $9.19K and bringing the position to 12,976 shares worth $2.2M. The position accounts for 0.96% of the portfolio, ranked #7.

Carl Stuart Investment Advisor first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.1M in Q1 2022. 4,763 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Carl Stuart Investment Advisor held 12,976 shares of ExxonMobil worth $2.2M as of Q1 2026.
  • Carl Stuart Investment Advisor bought 63 ExxonMobil shares in Q1 2026, an estimated $9.19K.
  • ExxonMobil made up 0.96% of Carl Stuart Investment Advisor's portfolio in Q1 2026, its #7 holding.
  • Carl Stuart Investment Advisor first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • Carl Stuart Investment Advisor's ExxonMobil position peaked at $13.1M in Q1 2022.
  • 4,763 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2026, filed 21 Apr 2026.