Coldstream Capital Management’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-800
Closed -$80K 219
2014
Q2
$80K Buy
+800
New +$80.7K 0.02% 201

Other funds holding XOM

Coldstream Capital Management's XOM Position: Q2 2026 in Review

Coldstream Capital Management reduced its ExxonMobil (XOM) stake by 1.2% in Q2 2026, selling an estimated $308K and leaving 175,238 shares worth $24M. The position accounts for 0.3% of the portfolio, ranked #59.

Coldstream Capital Management first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.1M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Coldstream Capital Management held 175,238 shares of ExxonMobil worth $24M as of Q2 2026.
  • Coldstream Capital Management sold 2,061 ExxonMobil shares in Q2 2026, an estimated $308K.
  • ExxonMobil made up 0.3% of Coldstream Capital Management's portfolio in Q2 2026, its #59 holding.
  • Coldstream Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • Coldstream Capital Management's ExxonMobil position peaked at $30.1M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.