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Evelyn Partners Investment Management (Europe)’s ExxonMobil XOM Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$578K Hold
3,405
– – 0.2% 58
2025
Q4 		$410K Hold
3,405
– – 0.13% 69
2025
Q3 		$384K Hold
3,405
– – 0.13% 68
2025
Q2 		$367K Hold
3,405
– – 0.13% 71
2025
Q1 		$405K Hold
3,405
– – 0.15% 68
2024
Q4 		$366K Buy
+3,405
New +$398K 0.13% 70

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s XOM Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its ExxonMobil (XOM) position steady in Q1 2026 at 3,405 shares worth $578K. The position accounts for 0.2% of the portfolio, ranked #58.

Evelyn Partners Investment Management (Europe) first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,779 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 3,405 shares of ExxonMobil worth $578K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) left its ExxonMobil share count unchanged in Q1 2026.
  • ExxonMobil made up 0.2% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #58 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
  • 4,779 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.