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Edgestream Partners’s ExxonMobil XOM Stock Holding History

Edgestream Partners’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 		$3.53M Sell
20,784
-31,986
-61% -$4.67M 0.12% 338
2025
Q4 		$6.35M Sell
52,770
-81,171
-61% -$9.41M 0.18% 173
2025
Q3 		$15.1M Buy
133,941
+66,783
+99% +$7.42M 0.44% 7
2025
Q2 		$7.24M Sell
67,158
-61,843
-48% -$6.61M 0.2% 182
2025
Q1 		$15.3M Buy
129,001
+120,975
+1,507% +$13.4M 0.52% 3
2024
Q4 		$863K Buy
+8,026
New +$939K 0.04% 595
2024
Q3 		– Sell
-10,636
Closed -$1.22M – 1111
2024
Q2 		$1.22M Sell
10,636
-25,854
-71% -$3.01M 0.06% 470
2024
Q1 		$4.24M Sell
36,490
-4,206
-10% -$440K 0.21% 152
2023
Q4 		$4.07M Sell
40,696
-17,878
-31% -$1.88M 0.29% 66
2023
Q3 		$6.89M Buy
58,574
+53,590
+1,075% +$5.88M 0.55% 9
2023
Q2 		$535K Sell
4,984
-20,933
-81% -$2.28M 0.05% 513
2023
Q1 		$2.84M Sell
25,917
-2,518
-9% -$279K 0.31% 74
2022
Q4 		$3.14M Sell
28,435
-8,735
-24% -$936K 0.35% 79
2022
Q3 		$3.25M Sell
37,170
-9,451
-20% -$863K 0.25% 141
2022
Q2 		$3.99M Buy
46,621
+43,028
+1,198% +$3.88M 0.31% 97
2022
Q1 		$297K Sell
3,593
-30,062
-89% -$2.34M 0.02% 478
2021
Q4 		$2.06M Buy
33,655
+17,158
+104% +$1.07M 0.13% 230
2021
Q3 		$970K Buy
+16,497
New +$940K 0.06% 322
2020
Q1 		– Sell
-72,346
Closed -$5.05M – 379
2019
Q4 		$5.05M Buy
+72,346
New +$5M 0.26% 118
2019
Q3 		– Sell
-37,587
Closed -$2.88M – 320
2019
Q2 		$2.88M Buy
37,587
+25,337
+207% +$1.96M 0.32% 97
2019
Q1 		$990K Buy
+12,250
New +$934K 0.15% 135
2018
Q4 		– Sell
-24,221
Closed -$2.06M – 310
2018
Q3 		$2.06M Buy
24,221
+21,545
+805% +$1.76M 0.35% 102
2018
Q2 		$221K Buy
+2,676
New +$213K 0.05% 246

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

Edgestream Partners's XOM Position: Q1 2026 in Review

Edgestream Partners reduced its ExxonMobil (XOM) stake by 61% in Q1 2026, selling an estimated $4.67M and leaving 20,784 shares worth $3.53M. The position accounts for 0.12% of the portfolio, ranked #338.

Edgestream Partners first reported a position in XOM in Q2 2018 and has held it in 23 quarters since. The position peaked at $15.3M in Q1 2025. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Edgestream Partners held 20,784 shares of ExxonMobil worth $3.53M as of Q1 2026.
  • Edgestream Partners sold 31,986 ExxonMobil shares in Q1 2026, an estimated $4.67M.
  • ExxonMobil made up 0.12% of Edgestream Partners's portfolio in Q1 2026, its #338 holding.
  • Edgestream Partners first reported a position in ExxonMobil in Q2 2018 and has held it in 23 quarters since.
  • Edgestream Partners's ExxonMobil position peaked at $15.3M in Q1 2025.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.