Envestnet Asset Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $906M | Buy |
5,342,655
+205,197
| +4% | +$29.9M | 0.24% | 74 |
|
|
2025
Q4 | $618M | Sell |
5,137,458
-271,341
| -5% | -$31.5M | 0.18% | 90 |
|
|
2025
Q3 | $610M | Sell |
5,408,799
-443,521
| -8% | -$49.3M | 0.18% | 94 |
|
|
2025
Q2 | $631M | Buy |
5,852,320
+318,989
| +6% | +$34.1M | 0.18% | 97 |
|
|
2025
Q1 | $658M | Buy |
5,533,331
+501,656
| +10% | +$55.5M | 0.21% | 82 |
|
|
2024
Q4 | $541M | Buy |
5,031,675
+300,067
| +6% | +$35.1M | 0.17% | 101 |
|
|
2024
Q3 | $555M | Buy |
4,731,608
+142,791
| +3% | +$16.5M | 0.18% | 98 |
|
|
2024
Q2 | $528M | Buy |
4,588,817
+317,398
| +7% | +$37M | 0.18% | 94 |
|
|
2024
Q1 | $497M | Buy |
4,271,419
+348,537
| +9% | +$36.5M | 0.19% | 105 |
|
|
2023
Q4 | $392M | Buy |
3,922,882
+57,296
| +1% | +$6.02M | 0.16% | 114 |
|
|
2023
Q3 | $455M | Buy |
3,865,586
+662,599
| +21% | +$72.7M | 0.21% | 85 |
|
|
2023
Q2 | $344M | Sell |
3,202,987
-5,537,564
| -63% | -$604M | 0.15% | 109 |
|
|
2023
Q1 | $328M | Buy |
8,740,551
+5,711,599
| +189% | +$632M | 0.16% | 106 |
|
|
2022
Q4 | $334M | Sell |
3,028,952
-140,647
| -4% | -$15.1M | 0.17% | 104 |
|
|
2022
Q3 | $277M | Buy |
3,169,599
+358,447
| +13% | +$32.7M | 0.16% | 108 |
|
|
2022
Q2 | $241M | Sell |
2,811,152
-80,893
| -3% | -$7.3M | 0.13% | 139 |
|
|
2022
Q1 | $239M | Buy |
2,892,045
+6,889
| +0.2% | +$535K | 0.12% | 152 |
|
|
2021
Q4 | $177M | Buy |
2,885,156
+87,607
| +3% | +$5.48M | 0.09% | 197 |
|
|
2021
Q3 | $165M | Buy |
2,797,549
+108,599
| +4% | +$6.19M | 0.09% | 197 |
|
|
2021
Q2 | $170M | Buy |
2,688,950
+141,871
| +6% | +$8.47M | 0.1% | 185 |
|
|
2021
Q1 | $142M | Buy |
2,547,079
+481,816
| +23% | +$25.3M | 0.09% | 189 |
|
|
2020
Q4 | $85.1M | Sell |
2,065,263
-261,746
| -11% | -$9.81M | 0.06% | 230 |
|
|
2020
Q3 | $79.9M | Buy |
2,327,009
+5,449
| +0.2% | +$223K | 0.07% | 216 |
|
|
2020
Q2 | $104M | Buy |
2,321,560
+124,362
| +6% | +$5.58M | 0.1% | 161 |
|
|
2020
Q1 | $83.4M | Buy |
2,197,198
+207,616
| +10% | +$11.5M | 0.1% | 158 |
|
|
2019
Q4 | $139M | Buy |
1,989,582
+101,969
| +5% | +$7.05M | 0.15% | 115 |
|
|
2019
Q3 | $133M | Buy |
1,887,613
+148,667
| +9% | +$10.7M | 0.15% | 115 |
|
|
2019
Q2 | $133M | Buy |
1,738,946
+158,049
| +10% | +$12.2M | 0.17% | 99 |
|
|
2019
Q1 | $128M | Buy |
1,580,897
+244,109
| +18% | +$18.6M | 0.18% | 94 |
|
|
2018
Q4 | $91.2M | Buy |
1,336,788
+1,281,120
| +2,301% | +$101M | 0.14% | 115 |
|
|
2018
Q3 | $4.73M | Sell |
55,668
-135,408
| -71% | -$11.1M | 0.01% | 437 |
|
|
2018
Q2 | $15.8M | Sell |
191,076
-1,801
| -0.9% | -$143K | 0.04% | 230 |
|
|
2018
Q1 | $14.5M | Sell |
192,877
-84,827
| -31% | -$6.78M | 0.04% | 166 |
|
|
2017
Q4 | $23.2M | Buy |
277,704
+28,505
| +11% | +$2.36M | 0.05% | 204 |
|
|
2017
Q3 | $20.4M | Sell |
249,199
-111,783
| -31% | -$8.88M | 0.05% | 213 |
|
|
2017
Q2 | $29.1M | Buy |
360,982
+58,424
| +19% | +$4.78M | 0.08% | 151 |
|
|
2017
Q1 | $24.8M | Sell |
302,558
-41,061
| -12% | -$3.43M | 0.08% | 164 |
|
|
2016
Q4 | $31M | Sell |
343,619
-32,821
| -9% | -$2.87M | 0.11% | 128 |
|
|
2016
Q3 | $32.9M | Sell |
376,440
-33,817
| -8% | -$3M | 0.13% | 127 |
|
|
2016
Q2 | $38.5M | Buy |
410,257
+962
| +0.2% | +$85.1K | 0.15% | 112 |
|
|
2016
Q1 | $34.2M | Buy |
409,295
+82,155
| +25% | +$6.58M | 0.15% | 119 |
|
|
2015
Q4 | $25.5M | Sell |
327,140
-6,570
| -2% | -$525K | 0.12% | 163 |
|
|
2015
Q3 | $24.8M | Buy |
333,710
+58,006
| +21% | +$4.47M | 0.12% | 142 |
|
|
2015
Q2 | $22.9M | Buy |
275,704
+12,851
| +5% | +$1.1M | 0.11% | 184 |
|
|
2015
Q1 | $22.3M | Buy |
262,853
+245,666
| +1,429% | +$21.8M | 0.12% | 181 |
|
|
2014
Q4 | $1.59M | Sell |
17,187
-9,864
| -36% | -$920K | 0.02% | 435 |
|
|
2014
Q3 | $2.54M | Sell |
27,051
-5,004
| -16% | -$498K | 0.03% | 350 |
|
|
2014
Q2 | $3.23M | Buy |
32,055
+9,761
| +44% | +$985K | 0.03% | 281 |
|
|
2014
Q1 | $2.18M | Buy |
22,294
+1,211
| +6% | +$115K | 0.02% | 307 |
|
|
2013
Q4 | $2.13M | Sell |
21,083
-2,028
| -9% | -$188K | 0.02% | 299 |
|
|
2013
Q3 | $1.99M | Sell |
23,111
-10,075
| -30% | -$908K | 0.02% | 285 |
|
|
2013
Q2 | $3M | Buy |
+33,186
| New | +$2.99M | 0.04% | 224 |
|
Other funds holding XOM
VCM
VPM
Envestnet Asset Management's XOM Position: Q1 2026 in Review
Envestnet Asset Management increased its ExxonMobil (XOM) stake by 4% in Q1 2026, buying an estimated $29.9M and bringing the position to 5,342,655 shares worth $906M. The position accounts for 0.24% of the portfolio, ranked #74.
Envestnet Asset Management first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Envestnet Asset Management held 5,342,655 shares of ExxonMobil worth $906M as of Q1 2026.
- Envestnet Asset Management bought 205,197 ExxonMobil shares in Q1 2026, an estimated $29.9M.
- ExxonMobil made up 0.24% of Envestnet Asset Management's portfolio in Q1 2026, its #74 holding.
- Envestnet Asset Management first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
- 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.