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Coldstream Capital Management’s ExxonMobil XOM Stock Holding History

Coldstream Capital Management’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
2014
Q3 		– Sell
-800
Closed -$80K – 219
2014
Q2 		$80K Buy
+800
New +$80.7K 0.02% 201

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

Coldstream Capital Management's XOM Position: Q1 2026 in Review

Coldstream Capital Management increased its ExxonMobil (XOM) stake by 2.4% in Q1 2026, buying an estimated $611K and bringing the position to 177,299 shares worth $30.1M. The position accounts for 0.37% of the portfolio, ranked #46.

Coldstream Capital Management first reported a position in XOM in Q2 2013 and has held it in 51 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Coldstream Capital Management held 177,299 shares of ExxonMobil worth $30.1M as of Q1 2026.
  • Coldstream Capital Management bought 4,184 ExxonMobil shares in Q1 2026, an estimated $611K.
  • ExxonMobil made up 0.37% of Coldstream Capital Management's portfolio in Q1 2026, its #46 holding.
  • Coldstream Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 51 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.