Evelyn Partners Asset Management’s ExxonMobil XOM Stock Holding History

Evelyn Partners Asset Management’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	$809K	Buy	4,766 +100	+2%	+$14.6K	0.2%	66
2025 Q4	$562K	Sell	4,666 -41	-0.9%	-$4.75K	0.13%	72
2025 Q3	$531K	Buy	4,707 +241	+5%	+$26.8K	0.12%	74
2025 Q2	$481K	Hold	4,466	–	–	0.12%	71
2025 Q1	$531K	Hold	4,466	–	–	0.15%	68
2024 Q4	$480K	Buy	+4,466	New	+$522K	0.13%	70

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

Evelyn Partners Asset Management's XOM Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its ExxonMobil (XOM) stake by 2.1% in Q1 2026, buying an estimated $14.6K and bringing the position to 4,766 shares worth $809K. The position accounts for 0.2% of the portfolio, ranked #66.

Evelyn Partners Asset Management first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Evelyn Partners Asset Management held 4,766 shares of ExxonMobil worth $809K as of Q1 2026.
Evelyn Partners Asset Management bought 100 ExxonMobil shares in Q1 2026, an estimated $14.6K.
ExxonMobil made up 0.2% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #66 holding.
Evelyn Partners Asset Management first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.