Choate Investment Advisors’s ExxonMobil XOM Stock Holding History

Choate 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	$21.3M	Buy	125,433 +2,034	+2%	+$297K	0.42%	33
2025 Q4	$14.8M	Buy	123,399 +3,677	+3%	+$426K	0.29%	44
2025 Q3	$13.5M	Buy	119,722 +1,567	+1%	+$174K	0.28%	42
2025 Q2	$12.7M	Buy	118,155 +3,560	+3%	+$381K	0.28%	47
2025 Q1	$13.6M	Sell	114,595 -4,802	-4%	-$531K	0.34%	44
2024 Q4	$12.8M	Buy	119,397 +6,717	+6%	+$786K	0.31%	43
2024 Q3	$13.2M	Sell	112,680 -729	-0.6%	-$84.2K	0.34%	43
2024 Q2	$13.1M	Buy	113,409 +18,697	+20%	+$2.18M	0.34%	42
2024 Q1	$11M	Buy	94,712 +2,238	+2%	+$234K	0.3%	43
2023 Q4	$9.25M	Buy	92,474 +4,740	+5%	+$498K	0.29%	42
2023 Q3	$10.3M	Sell	87,734 -3,843	-4%	-$422K	0.4%	25
2023 Q2	$9.82M	Buy	91,577 +4,560	+5%	+$498K	0.41%	23
2023 Q1	$9.54M	Sell	87,017 -1,900	-2%	-$210K	0.46%	23
2022 Q4	$9.81M	Buy	88,917 +4,417	+5%	+$473K	0.59%	20
2022 Q3	$7.38M	Sell	84,500 -844	-1%	-$77.1K	0.49%	22
2022 Q2	$7.31M	Sell	85,344 -4,089	-5%	-$369K	0.44%	23
2022 Q1	$7.39M	Buy	89,433 +1,393	+2%	+$108K	0.39%	23
2021 Q4	$5.39M	Sell	88,040 -1,647	-2%	-$103K	0.31%	27
2021 Q3	$5.28M	Buy	89,687 +13,402	+18%	+$764K	0.34%	27
2021 Q2	$4.81M	Sell	76,285 -2,608	-3%	-$156K	0.29%	32
2021 Q1	$4.41M	Buy	78,893 +817	+1%	+$42.8K	0.27%	36
2020 Q4	$3.22M	Sell	78,076 -13,366	-15%	-$501K	0.2%	47
2020 Q3	$3.14M	Sell	91,442 -7,951	-8%	-$325K	0.2%	44
2020 Q2	$4.45M	Sell	99,393 -6,919	-7%	-$310K	0.32%	31
2020 Q1	$4.04M	Sell	106,312 -7,015	-6%	-$387K	0.32%	37
2019 Q4	$7.91M	Sell	113,327 -15,001	-12%	-$1.04M	0.48%	27
2019 Q3	$9.06M	Buy	128,328 +68	+0.1%	+$4.92K	0.56%	24
2019 Q2	$9.83M	Sell	128,260 -1,854	-1%	-$144K	0.59%	26
2019 Q1	$10.5M	Buy	130,114 +14,836	+13%	+$1.13M	0.62%	21
2018 Q4	$7.86M	Sell	115,278 -11,153	-9%	-$875K	0.51%	28
2018 Q3	$10.7M	Sell	126,431 -1,539	-1%	-$126K	0.59%	22
2018 Q2	$10.6M	Buy	127,970 +5,695	+5%	+$454K	0.61%	24
2018 Q1	$9.12M	Sell	122,275 -9,042	-7%	-$723K	0.49%	32
2017 Q4	$11M	Sell	131,317 -5,506	-4%	-$455K	0.56%	26
2017 Q3	$11.2M	Sell	136,823 -2,554	-2%	-$203K	0.61%	24
2017 Q2	$11.3M	Sell	139,377 -6,824	-5%	-$558K	0.64%	25
2017 Q1	$12M	Sell	146,201 -5,491	-4%	-$459K	0.7%	24
2016 Q4	$13.7M	Sell	151,692 -1,539	-1%	-$134K	0.87%	18
2016 Q3	$13.4M	Buy	153,231 +1,429	+0.9%	+$127K	0.88%	16
2016 Q2	$14.2M	Sell	151,802 -2,294	-1%	-$203K	0.99%	16
2016 Q1	$12.9M	Buy	154,096 +6,929	+5%	+$555K	0.89%	16
2015 Q4	$13.6M	Sell	147,167 -10,300	-7%	-$823K	0.99%	18
2015 Q3	$11.7M	Sell	157,467 -4,048	-3%	-$312K	0.8%	15
2015 Q2	$13.4M	Sell	161,515 -5,266	-3%	-$453K	0.78%	17
2015 Q1	$14.2M	Buy	166,781 +19,114	+13%	+$1.69M	0.8%	17
2014 Q4	$13.7M	Sell	147,667 -1,565	-1%	-$146K	0.8%	18
2014 Q3	$14M	Buy	149,232 +4,188	+3%	+$417K	0.85%	16
2014 Q2	$14.6M	Sell	145,044 -26,184	-15%	-$2.64M	0.86%	16
2014 Q1	$16.7M	Buy	171,228 +7,653	+5%	+$729K	1.04%	16
2013 Q4	$16.6M	Buy	163,575 +1,718	+1%	+$159K	1.08%	16
2013 Q3	$13.9M	Sell	161,857 -2,678	-2%	-$241K	1.03%	16
2013 Q2	$14.9M	Buy	+164,535	New	+$14.8M	1.19%	13

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

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

Choate Investment Advisors increased its ExxonMobil (XOM) stake by 1.6% in Q1 2026, buying an estimated $297K and bringing the position to 125,433 shares worth $21.3M. The position accounts for 0.42% of the portfolio, ranked #33.

Choate Investment Advisors first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Choate Investment Advisors held 125,433 shares of ExxonMobil worth $21.3M as of Q1 2026.
Choate Investment Advisors bought 2,034 ExxonMobil shares in Q1 2026, an estimated $297K.
ExxonMobil made up 0.42% of Choate Investment Advisors's portfolio in Q1 2026, its #33 holding.
Choate Investment Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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