Evelyn Partners Investment Management Services’s ExxonMobil XOM Stock Holding History

Evelyn Partners Investment Management Services’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	$1.83M	Hold	10,767	–	–	0.21%	72
2025 Q4	$1.3M	Buy	10,767 +52	+0.5%	+$6.03K	0.16%	79
2025 Q3	$1.21M	Hold	10,715	–	–	0.16%	78
2025 Q2	$1.16M	Buy	10,715 +50	+0.5%	+$5.34K	0.17%	75
2025 Q1	$1.27M	Sell	10,665 -48	-0.4%	-$5.31K	0.21%	70
2024 Q4	$1.15M	Buy	+10,713	New	+$1.25M	0.2%	71

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 Investment Management Services's XOM Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its ExxonMobil (XOM) position steady in Q1 2026 at 10,767 shares worth $1.83M. The position accounts for 0.21% of the portfolio, ranked #72.

Evelyn Partners Investment Management Services first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Evelyn Partners Investment Management Services held 10,767 shares of ExxonMobil worth $1.83M as of Q1 2026.
Evelyn Partners Investment Management Services left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.21% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #72 holding.
Evelyn Partners Investment Management Services first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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