Cypress Capital Advisors’s ExxonMobil XOM Stock Holding History

Cypress Capital Advisors’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	$945K	Sell	5,571 -534	-9%	-$77.9K	0.51%	35
2025 Q4	$735K	Buy	6,105 +9	+0.1%	+$1.04K	0.39%	45
2025 Q3	$687K	Sell	6,096 -178	-3%	-$19.8K	0.39%	47
2025 Q2	$676K	Buy	6,274 +314	+5%	+$33.6K	0.42%	47
2025 Q1	$709K	Buy	5,960 +1,055	+22%	+$117K	0.49%	44
2024 Q4	$528K	Buy	+4,905	New	+$574K	0.41%	43

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cypress Capital Advisors's XOM Position: Q1 2026 in Review

Cypress Capital Advisors reduced its ExxonMobil (XOM) stake by 8.7% in Q1 2026, selling an estimated $77.9K and leaving 5,571 shares worth $945K. The position accounts for 0.51% of the portfolio, ranked #35.

Cypress Capital Advisors first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Cypress Capital Advisors held 5,571 shares of ExxonMobil worth $945K as of Q1 2026.
Cypress Capital Advisors sold 534 ExxonMobil shares in Q1 2026, an estimated $77.9K.
ExxonMobil made up 0.51% of Cypress Capital Advisors's portfolio in Q1 2026, its #35 holding.
Cypress Capital Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Cypress Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.