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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
Q2 		$2.71M Sell
19,852
-932
-4% -$139K 0.08% 436
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 $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

Edgestream Partners's XOM Position: Q2 2026 in Review

Edgestream Partners reduced its ExxonMobil (XOM) stake by 4.5% in Q2 2026, selling an estimated $139K and leaving 19,852 shares worth $2.71M. The position accounts for 0.08% of the portfolio, ranked #436.

Edgestream Partners first reported a position in XOM in Q2 2018 and has held it in 24 quarters since. The position peaked at $15.3M in Q1 2025. 4,262 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Edgestream Partners held 19,852 shares of ExxonMobil worth $2.71M as of Q2 2026.
  • Edgestream Partners sold 932 ExxonMobil shares in Q2 2026, an estimated $139K.
  • ExxonMobil made up 0.08% of Edgestream Partners's portfolio in Q2 2026, its #436 holding.
  • Edgestream Partners first reported a position in ExxonMobil in Q2 2018 and has held it in 24 quarters since.
  • Edgestream Partners's ExxonMobil position peaked at $15.3M in Q1 2025.
  • 4,262 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.