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
Q2 		$359M Sell
2,627,167
-609,074
-19% -$91.2M 0.5% 34
2026
Q1 		$538M Sell
3,236,241
-14,354
-0.4% -$2.09M 0.77% 20
2025
Q4 		$391M Buy
3,250,595
+261,290
+9% +$30.3M 0.53% 28
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Corient Private Wealth's XOM Position: Q2 2026 in Review

Corient Private Wealth reduced its ExxonMobil (XOM) stake by 19% in Q2 2026, selling an estimated $91.2M and leaving 2,627,167 shares worth $359M. The position accounts for 0.5% of the portfolio, ranked #34.

Corient Private Wealth first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $538M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Corient Private Wealth held 2,627,167 shares of ExxonMobil worth $359M as of Q2 2026.
  • Corient Private Wealth sold 609,074 ExxonMobil shares in Q2 2026, an estimated $91.2M.
  • ExxonMobil made up 0.5% of Corient Private Wealth's portfolio in Q2 2026, its #34 holding.
  • Corient Private Wealth first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's ExxonMobil position peaked at $538M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.