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Castleview Partners’s ExxonMobil XOM Stock Holding History

Castleview Partners’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 		$1.95M Buy
11,507
+3,769
+49% +$550K 1% 20
2025
Q4 		$931K Buy
7,738
+2,413
+45% +$280K 0.46% 47
2025
Q3 		$600K Buy
5,325
+605
+13% +$67.3K 0.33% 66
2025
Q2 		$509K Buy
4,720
+139
+3% +$14.9K 0.33% 73
2025
Q1 		$545K Sell
4,581
-550
-11% -$60.8K 0.37% 71
2024
Q4 		$551K Buy
5,131
+411
+9% +$48.1K 0.3% 82
2024
Q3 		$553K Buy
4,720
+181
+4% +$20.9K 0.32% 73
2024
Q2 		$523K Buy
4,539
+564
+14% +$65.7K 0.3% 79
2024
Q1 		$462K Buy
3,975
+904
+29% +$94.6K 0.26% 87
2023
Q4 		$307K Sell
3,071
-8
-0.3% -$841 0.22% 107
2023
Q3 		$362K Sell
3,079
-360
-10% -$39.5K 0.33% 66
2023
Q2 		$369K Sell
3,439
-3,255
-49% -$355K 0.33% 66
2023
Q1 		$734K Buy
6,694
+35
+0.5% +$3.87K 0.65% 29
2022
Q4 		$734K Buy
6,659
+489
+8% +$52.4K 0.72% 26
2022
Q3 		$539K Sell
6,170
-47,970
-89% -$4.38M 0.51% 40
2022
Q2 		$1.05M Buy
54,140
+46,854
+643% +$4.23M 0.84% 21
2022
Q1 		$601K Sell
7,286
-3,105,561
-100% -$241M 0.37% 48
2021
Q4 		$50.9K Buy
+3,112,847
New +$195M 0.41% 23
2021
Q2 		$3M Buy
+47,548
New +$2.84M 1.31% 10
2018
Q1 		$2.19M Buy
+29,309
New +$2.34M 1.81% 15

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

Castleview Partners's XOM Position: Q1 2026 in Review

Castleview Partners increased its ExxonMobil (XOM) stake by 49% in Q1 2026, buying an estimated $550K and bringing the position to 11,507 shares worth $1.95M. The position accounts for 1% of the portfolio, ranked #20.

Castleview Partners first reported a position in XOM in Q1 2018 and has held it in 20 quarters since. The position peaked at $3M in Q2 2021. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Castleview Partners held 11,507 shares of ExxonMobil worth $1.95M as of Q1 2026.
  • Castleview Partners bought 3,769 ExxonMobil shares in Q1 2026, an estimated $550K.
  • ExxonMobil made up 1% of Castleview Partners's portfolio in Q1 2026, its #20 holding.
  • Castleview Partners first reported a position in ExxonMobil in Q1 2018 and has held it in 20 quarters since.
  • Castleview Partners's ExxonMobil position peaked at $3M in Q2 2021.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.