Corient Private Wealth
XOM icon

Corient Private Wealth’s ExxonMobil XOM Stock Holding History

Corient Private Wealth’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 		$538M Sell
3,236,241
-4,403,416
-58% -$643M 0.77% 20
2025
Q4 		$772M Buy
7,639,657
+4,650,352
+156% +$539M 0.52% 29
2025
Q3 		$336M Sell
2,989,305
-206,270
-6% -$22.9M 0.53% 34
2025
Q2 		$344M Buy
3,195,575
+92,639
+3% +$9.9M 0.46% 36
2025
Q1 		$369M Sell
3,102,936
-46,955
-1% -$5.19M 0.6% 31
2024
Q4 		$334M Sell
3,149,891
-248,987
-7% -$29.1M 0.55% 33
2024
Q3 		$398M Buy
3,398,878
+94,814
+3% +$10.9M 0.62% 29
2024
Q2 		$380M Sell
3,304,064
-42,934
-1% -$5M 0.66% 31
2024
Q1 		$389M Sell
3,346,998
-109,832
-3% -$11.5M 0.69% 30
2023
Q4 		$346M Buy
3,456,830
+281,052
+9% +$29.5M 0.64% 32
2023
Q3 		$373M Buy
3,175,778
+129,798
+4% +$14.2M 0.86% 22
2023
Q2 		$327M Buy
3,045,980
+284,320
+10% +$31M 0.75% 24
2023
Q1 		$303M Buy
2,761,660
+863,499
+45% +$95.5M 0.81% 23
2022
Q4 		$209M Buy
+1,898,161
New +$203M 0.76% 27

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

Corient Private Wealth's XOM Position: Q1 2026 in Review

Corient Private Wealth reduced its ExxonMobil (XOM) stake by 58% in Q1 2026, selling an estimated $643M and leaving 3,236,241 shares worth $538M. The position accounts for 0.77% of the portfolio, ranked #20.

Corient Private Wealth first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $772M in Q4 2025. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Corient Private Wealth held 3,236,241 shares of ExxonMobil worth $538M as of Q1 2026.
  • Corient Private Wealth sold 4,403,416 ExxonMobil shares in Q1 2026, an estimated $643M.
  • ExxonMobil made up 0.77% of Corient Private Wealth's portfolio in Q1 2026, its #20 holding.
  • Corient Private Wealth first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's ExxonMobil position peaked at $772M in Q4 2025.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.