EDRH
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Edmond de Rothschild Holding’s ExxonMobil XOM Stock Holding History

Edmond de Rothschild Holding’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 		$23.1M Sell
136,204
-8,816
-6% -$1.29M 0.33% 85
2025
Q4 		$17.5M Sell
145,020
-15,200
-9% -$1.76M 0.25% 91
2025
Q3 		$18.1M Buy
160,220
+6,963
+5% +$774K 0.28% 83
2025
Q2 		$16.5M Buy
153,257
+22,000
+17% +$2.35M 0.26% 94
2025
Q1 		$15.6M Sell
131,257
-5,216
-4% -$577K 0.28% 91
2024
Q4 		$14.7M Buy
136,473
+19,340
+17% +$2.26M 0.25% 95
2024
Q3 		$13.7M Buy
117,133
+7,112
+6% +$821K 0.22% 109
2024
Q2 		$12.7M Buy
110,021
+30,447
+38% +$3.55M 0.22% 109
2024
Q1 		$9.25M Buy
79,574
+65,424
+462% +$6.85M 0.15% 138
2023
Q4 		$1.41M Buy
14,150
+3,210
+29% +$337K 0.03% 270
2023
Q3 		$1.29M Hold
10,940
– – 0.03% 283
2023
Q2 		$1.17M Sell
10,940
-300
-3% -$32.7K 0.02% 312
2023
Q1 		$1.23M Buy
11,240
+1,470
+15% +$163K 0.03% 311
2022
Q4 		$1.08M Sell
9,770
-2,100
-18% -$225K 0.03% 316
2022
Q3 		$1.04M Sell
11,870
-462
-4% -$42.2K 0.03% 319
2022
Q2 		$1.06M Sell
12,332
-939
-7% -$84.7K 0.03% 337
2022
Q1 		$1.1M Sell
13,271
-1,869
-12% -$145K 0.02% 324
2021
Q4 		$927K Buy
15,140
+1,100
+8% +$68.7K 0.02% 371
2021
Q3 		$826K Hold
14,040
– – 0.02% 394
2021
Q2 		$886K Sell
14,040
-8,950
-39% -$534K 0.02% 374
2021
Q1 		$1.28M Buy
22,990
+2,000
+10% +$105K 0.04% 298
2020
Q4 		$865K Sell
20,990
-4,860
-19% -$182K 0.03% 305
2020
Q3 		$888K Sell
25,850
-3,175
-11% -$130K 0.04% 270
2020
Q2 		$1.3M Sell
29,025
-12,165
-30% -$546K 0.05% 221
2020
Q1 		$1.56M Sell
41,190
-27,079
-40% -$1.5M 0.08% 182
2019
Q4 		$4.76M Sell
68,269
-6,806
-9% -$471K 0.19% 121
2019
Q3 		$5.3M Sell
75,075
-1,174
-2% -$84.9K 0.21% 110
2019
Q2 		$5.84M Sell
76,249
-11,739
-13% -$909K 0.22% 110
2019
Q1 		$7.11M Buy
87,988
+14,561
+20% +$1.11M 0.25% 92
2018
Q4 		$5.01M Buy
73,427
+28,511
+63% +$2.24M 0.18% 108
2018
Q3 		$3.82M Buy
44,916
+7,778
+21% +$636K 0.11% 151
2018
Q2 		$3.07M Sell
37,138
-1,908
-5% -$152K 0.09% 176
2018
Q1 		$2.91M Sell
39,046
-9,046
-19% -$723K 0.08% 174
2017
Q4 		$4.02M Sell
48,092
-39,073
-45% -$3.23M 0.12% 149
2017
Q3 		$7.15M Buy
87,165
+25,203
+41% +$2M 0.2% 101
2017
Q2 		$5M Sell
61,962
-5,820
-9% -$476K 0.14% 128
2017
Q1 		$5.56M Sell
67,782
-28,555
-30% -$2.39M 0.15% 118
2016
Q4 		$8.7M Sell
96,337
-41,112
-30% -$3.59M 0.24% 94
2016
Q3 		$12M Sell
137,449
-4,712
-3% -$418K 0.36% 73
2016
Q2 		$13.3M Sell
142,161
-34,670
-20% -$3.07M 0.43% 66
2016
Q1 		$14.8M Sell
176,831
-8,645
-5% -$692K 0.47% 63
2015
Q4 		$14.5M Buy
185,476
+36,933
+25% +$2.95M 0.38% 69
2015
Q3 		$11M Buy
148,543
+23,065
+18% +$1.78M 0.27% 81
2015
Q2 		$10.4M Buy
+125,478
New +$10.8M 0.22% 94

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

Edmond de Rothschild Holding's XOM Position: Q1 2026 in Review

Edmond de Rothschild Holding reduced its ExxonMobil (XOM) stake by 6.1% in Q1 2026, selling an estimated $1.29M and leaving 136,204 shares worth $23.1M. The position accounts for 0.33% of the portfolio, ranked #85.

Edmond de Rothschild Holding first reported a position in XOM in Q2 2015 and has held it in 44 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Edmond de Rothschild Holding held 136,204 shares of ExxonMobil worth $23.1M as of Q1 2026.
  • Edmond de Rothschild Holding sold 8,816 ExxonMobil shares in Q1 2026, an estimated $1.29M.
  • ExxonMobil made up 0.33% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #85 holding.
  • Edmond de Rothschild Holding first reported a position in ExxonMobil in Q2 2015 and has held it in 44 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.