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Evelyn Partners Investment Management’s ExxonMobil XOM Stock Holding History

Evelyn Partners Investment 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 		$16.2M Buy
95,705
+26,428
+38% +$3.86M 0.44% 48
2025
Q4 		$8.34M Sell
69,277
-1,991
-3% -$231K 0.23% 61
2025
Q3 		$8.04M Buy
71,268
+1,422
+2% +$158K 0.23% 65
2025
Q2 		$7.53M Sell
69,846
-886
-1% -$94.7K 0.23% 65
2025
Q1 		$8.41M Sell
70,732
-5,237
-7% -$579K 0.28% 60
2024
Q4 		$8.17M Buy
+75,969
New +$8.89M 0.27% 62

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

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

Evelyn Partners Investment Management increased its ExxonMobil (XOM) stake by 38% in Q1 2026, buying an estimated $3.86M and bringing the position to 95,705 shares worth $16.2M. The position accounts for 0.44% of the portfolio, ranked #48.

Evelyn Partners Investment 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 Investment Management held 95,705 shares of ExxonMobil worth $16.2M as of Q1 2026.
  • Evelyn Partners Investment Management bought 26,428 ExxonMobil shares in Q1 2026, an estimated $3.86M.
  • ExxonMobil made up 0.44% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #48 holding.
  • Evelyn Partners Investment 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 Investment Management's 13F filing for Q1 2026, filed 15 May 2026.