Claris Advisors’s ExxonMobil XOM Stock Holding History

Claris 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	$688K	Buy	4,054 +2	+0%	+$292	0.21%	34
2025 Q4	$488K	Sell	4,052 -584	-13%	-$67.7K	0.15%	43
2025 Q3	$500K	Hold	4,636	–	–	0.17%	43
2025 Q2	$500K	Sell	4,636 -1,705	-27%	-$182K	0.17%	43
2025 Q1	$754K	Sell	6,341 -43	-0.7%	-$4.75K	0.28%	32
2024 Q4	$687K	Buy	6,384 +1,958	+44%	+$229K	0.26%	35
2024 Q3	$519K	Buy	4,426 +118	+3%	+$13.6K	0.23%	32
2024 Q2	$496K	Sell	4,308 -14	-0.3%	-$1.63K	0.26%	31
2024 Q1	$502K	Sell	4,322 -208	-5%	-$21.8K	0.25%	32
2023 Q4	$453K	Sell	4,530 -241	-5%	-$25.3K	0.25%	29
2023 Q3	$561K	Hold	4,771	–	–	0.36%	23
2023 Q2	$512K	Buy	4,771 +211	+5%	+$23K	0.35%	22
2023 Q1	$500K	Sell	4,560 -2,242	-33%	-$248K	0.37%	21
2022 Q4	$750K	Buy	6,802 +262	+4%	+$28.1K	0.71%	16
2022 Q3	$571K	Buy	6,540 +24	+0.4%	+$2.19K	0.66%	12
2022 Q2	$558K	Buy	6,516 +21	+0.3%	+$1.89K	0.6%	12
2022 Q1	$536K	Buy	6,495 +1	+0%	+$78	0.57%	15
2021 Q4	$397K	Buy	+6,494	New	+$406K	0.42%	25

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

Claris Advisors's XOM Position: Q1 2026 in Review

Claris Advisors increased its ExxonMobil (XOM) stake by 0.05% in Q1 2026, buying an estimated $292 and bringing the position to 4,054 shares worth $688K. The position accounts for 0.21% of the portfolio, ranked #34.

Claris Advisors first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. The position peaked at $754K in Q1 2025. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Claris Advisors held 4,054 shares of ExxonMobil worth $688K as of Q1 2026.
Claris Advisors bought 2 ExxonMobil shares in Q1 2026, an estimated $292.
ExxonMobil made up 0.21% of Claris Advisors's portfolio in Q1 2026, its #34 holding.
Claris Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
Claris Advisors's ExxonMobil position peaked at $754K in Q1 2025.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.