CastleKeep Investment Advisors
XOM icon

CastleKeep Investment Advisors’s ExxonMobil XOM Stock Holding History

CastleKeep Investment Advisors’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 		$1.17M Sell
6,904
-1,683
-20% -$246K 0.64% 28
2025
Q4 		$1.03M Sell
8,587
-326
-4% -$37.8K 0.47% 58
2025
Q3 		$1M Sell
8,913
-2,207
-20% -$245K 0.47% 60
2025
Q2 		$1.2M Sell
11,120
-269
-2% -$28.8K 0.59% 58
2025
Q1 		$1.35M Buy
11,389
+1,111
+11% +$123K 0.7% 44
2024
Q4 		$1.11M Buy
10,278
+145
+1% +$17K 0.77% 57
2024
Q3 		$1.19M Sell
10,133
-212
-2% -$24.5K 0.81% 43
2024
Q2 		$1.19M Sell
10,345
-29
-0.3% -$3.38K 0.92% 23
2024
Q1 		$1.21M Buy
10,374
+586
+6% +$61.3K 0.87% 23
2023
Q4 		$979K Buy
+9,788
New +$1.03M 0.7% 68

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

CastleKeep Investment Advisors's XOM Position: Q1 2026 in Review

CastleKeep Investment Advisors reduced its ExxonMobil (XOM) stake by 20% in Q1 2026, selling an estimated $246K and leaving 6,904 shares worth $1.17M. The position accounts for 0.64% of the portfolio, ranked #28.

CastleKeep Investment Advisors first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.35M in Q1 2025. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • CastleKeep Investment Advisors held 6,904 shares of ExxonMobil worth $1.17M as of Q1 2026.
  • CastleKeep Investment Advisors sold 1,683 ExxonMobil shares in Q1 2026, an estimated $246K.
  • ExxonMobil made up 0.64% of CastleKeep Investment Advisors's portfolio in Q1 2026, its #28 holding.
  • CastleKeep Investment Advisors first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
  • CastleKeep Investment Advisors's ExxonMobil position peaked at $1.35M in Q1 2025.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on CastleKeep Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.