CFO
XOM icon

CVA Family Office’s ExxonMobil XOM Stock Holding History

CVA Family Office’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 		$2.94M Buy
17,306
+2,049
+13% +$299K 0.31% 57
2025
Q4 		$1.84M Buy
15,257
+102
+0.7% +$11.8K 0.21% 66
2025
Q3 		$1.71M Buy
15,155
+213
+1% +$23.7K 0.22% 73
2025
Q2 		$1.61M Sell
14,942
-776
-5% -$83K 0.23% 74
2025
Q1 		$1.87M Buy
15,718
+918
+6% +$102K 0.29% 61
2024
Q4 		$1.59M Buy
14,800
+362
+3% +$42.3K 0.25% 66
2024
Q3 		$1.69M Sell
14,438
-62
-0.4% -$7.16K 0.27% 61
2024
Q2 		$1.67M Buy
14,500
+566
+4% +$65.9K 0.3% 58
2024
Q1 		$1.62M Buy
13,934
+378
+3% +$39.5K 0.29% 63
2023
Q4 		$1.36M Sell
13,556
-188
-1% -$19.8K 0.26% 61
2023
Q3 		$1.62M Sell
13,744
-158
-1% -$17.3K 0.37% 52
2023
Q2 		$1.49M Sell
13,902
-103
-0.7% -$11.2K 0.31% 56
2023
Q1 		$1.54M Buy
14,005
+865
+7% +$95.7K 0.34% 53
2022
Q4 		$1.45M Buy
13,140
+45
+0.3% +$4.82K 0.35% 54
2022
Q3 		$1.14M Buy
13,095
+1,103
+9% +$101K 0.31% 60
2022
Q2 		$1.03M Sell
11,992
-8
-0.1% -$722 0.28% 58
2022
Q1 		$991K Buy
12,000
+1,333
+12% +$104K 0.24% 71
2021
Q4 		$653K Buy
10,667
+6,997
+191% +$437K 0.16% 87
2021
Q3 		$126K Sell
3,670
-7,565
-67% -$431K 0.09% 107
2021
Q2 		$709K Buy
11,235
+2,511
+29% +$150K 0.2% 72
2021
Q1 		$487K Buy
8,724
+6,221
+249% +$326K 0.18% 77
2020
Q4 		$103K Sell
2,503
-1,167
-32% -$43.8K 0.06% 129
2020
Q3 		$126K Sell
3,670
-724
-16% -$29.6K 0.09% 107
2020
Q2 		$197K Buy
4,394
+858
+24% +$38.5K 0.16% 86
2020
Q1 		$134K Buy
+3,536
New +$195K 0.14% 92

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

CVA Family Office's XOM Position: Q1 2026 in Review

CVA Family Office increased its ExxonMobil (XOM) stake by 13% in Q1 2026, buying an estimated $299K and bringing the position to 17,306 shares worth $2.94M. The position accounts for 0.31% of the portfolio, ranked #57.

CVA Family Office first reported a position in XOM in Q1 2020 and has held it in 25 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • CVA Family Office held 17,306 shares of ExxonMobil worth $2.94M as of Q1 2026.
  • CVA Family Office bought 2,049 ExxonMobil shares in Q1 2026, an estimated $299K.
  • ExxonMobil made up 0.31% of CVA Family Office's portfolio in Q1 2026, its #57 holding.
  • CVA Family Office first reported a position in ExxonMobil in Q1 2020 and has held it in 25 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.