Evercore Wealth Management’s ExxonMobil XOM Stock Holding History

Evercore Wealth 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	$12.8M	Sell	75,605 -5,744	-7%	-$838K	0.2%	60
2025 Q4	$9.79M	Sell	81,349 -2,299	-3%	-$267K	0.14%	74
2025 Q3	$9.43M	Sell	83,648 -981	-1%	-$109K	0.14%	75
2025 Q2	$9.12M	Sell	84,629 -685	-0.8%	-$73.2K	0.14%	75
2025 Q1	$10.1M	Sell	85,314 -2,280	-3%	-$252K	0.16%	67
2024 Q4	$9.42M	Sell	87,594 -1,095	-1%	-$128K	0.14%	75
2024 Q3	$10.4M	Sell	88,689 -1,859	-2%	-$215K	0.16%	69
2024 Q2	$10.4M	Sell	90,548 -53	-0.1%	-$6.17K	0.16%	66
2024 Q1	$10.5M	Sell	90,601 -26	-0%	-$2.72K	0.17%	66
2023 Q4	$9.06M	Sell	90,627 -3,207	-3%	-$337K	0.15%	71
2023 Q3	$11M	Buy	93,834 +2,889	+3%	+$317K	0.21%	61
2023 Q2	$9.75M	Sell	90,945 -362	-0.4%	-$39.5K	0.18%	63
2023 Q1	$10M	Buy	91,307 +731	+0.8%	+$80.9K	0.2%	63
2022 Q4	$9.99M	Buy	90,576 +1,908	+2%	+$204K	0.21%	62
2022 Q3	$7.74M	Buy	88,668 +608	+0.7%	+$55.5K	0.17%	66
2022 Q2	$7.54M	Sell	88,060 -7,089	-7%	-$639K	0.16%	69
2022 Q1	$7.86M	Sell	95,149 -2,939	-3%	-$228K	0.14%	76
2021 Q4	$6M	Sell	98,088 -9,374	-9%	-$586K	0.1%	97
2021 Q3	$6.32M	Buy	107,462 +1,832	+2%	+$104K	0.11%	88
2021 Q2	$6.66M	Sell	105,630 -4,776	-4%	-$285K	0.12%	90
2021 Q1	$6.16M	Sell	110,406 -6,831	-6%	-$358K	0.12%	92
2020 Q4	$4.83M	Sell	117,237 -10,651	-8%	-$399K	0.1%	101
2020 Q3	$4.39M	Sell	127,888 -7,695	-6%	-$315K	0.11%	95
2020 Q2	$6.06M	Sell	135,583 -17,705	-12%	-$794K	0.16%	78
2020 Q1	$5.82M	Sell	153,288 -41,395	-21%	-$2.29M	0.19%	68
2019 Q4	$13.6M	Sell	194,683 -20,783	-10%	-$1.44M	0.37%	51
2019 Q3	$15.2M	Sell	215,466 -5,492	-2%	-$397K	0.45%	50
2019 Q2	$16.9M	Buy	220,958 +1,565	+0.7%	+$121K	0.51%	46
2019 Q1	$17.7M	Sell	219,393 -5,913	-3%	-$451K	0.57%	44
2018 Q4	$15.4M	Sell	225,306 -12,285	-5%	-$964K	0.58%	45
2018 Q3	$20.2M	Sell	237,591 -14,600	-6%	-$1.19M	0.65%	45
2018 Q2	$20.9M	Buy	252,191 +42,152	+20%	+$3.36M	0.71%	44
2018 Q1	$15.7M	Sell	210,039 -10,223	-5%	-$817K	0.6%	46
2017 Q4	$18.4M	Sell	220,262 -5,646	-2%	-$467K	0.69%	43
2017 Q3	$18.5M	Sell	225,908 -8,741	-4%	-$694K	0.72%	43
2017 Q2	$18.9M	Sell	234,649 -17,606	-7%	-$1.44M	0.73%	42
2017 Q1	$20.7M	Sell	252,255 -2,932	-1%	-$245K	0.81%	41
2016 Q4	$23M	Sell	255,187 -660	-0.3%	-$57.7K	0.95%	39
2016 Q3	$22.3M	Buy	255,847 +8,137	+3%	+$722K	0.92%	39
2016 Q2	$23.2M	Sell	247,710 -19,660	-7%	-$1.74M	1.02%	36
2016 Q1	$22.3M	Buy	267,370 +1,981	+0.7%	+$159K	0.99%	37
2015 Q4	$20.7M	Sell	265,389 -25,741	-9%	-$2.06M	0.96%	38
2015 Q3	$21.6M	Sell	291,130 -15,854	-5%	-$1.22M	1.03%	35
2015 Q2	$25.5M	Sell	306,984 -2,661	-0.9%	-$229K	1.15%	33
2015 Q1	$26.3M	Sell	309,645 -6,731	-2%	-$597K	1.21%	30
2014 Q4	$29.2M	Sell	316,376 -18,597	-6%	-$1.73M	1.46%	23
2014 Q3	$31.5M	Sell	334,973 -5,216	-2%	-$520K	1.58%	12
2014 Q2	$34.2M	Sell	340,189 -2,530	-0.7%	-$255K	1.77%	5
2014 Q1	$33.5M	Sell	342,719 -29,453	-8%	-$2.81M	1.88%	5
2013 Q4	$37.6M	Buy	372,172 +10,940	+3%	+$1.01M	2.07%	5
2013 Q3	$31.1M	Sell	361,232 -113,682	-24%	-$10.2M	1.78%	5
2013 Q2	$42.9M	Buy	+474,914	New	+$42.7M	2.43%	2

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

Evercore Wealth Management's XOM Position: Q1 2026 in Review

Evercore Wealth Management reduced its ExxonMobil (XOM) stake by 7.1% in Q1 2026, selling an estimated $838K and leaving 75,605 shares worth $12.8M. The position accounts for 0.2% of the portfolio, ranked #60.

Evercore Wealth Management first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.9M in Q2 2013. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Evercore Wealth Management held 75,605 shares of ExxonMobil worth $12.8M as of Q1 2026.
Evercore Wealth Management sold 5,744 ExxonMobil shares in Q1 2026, an estimated $838K.
ExxonMobil made up 0.2% of Evercore Wealth Management's portfolio in Q1 2026, its #60 holding.
Evercore Wealth Management first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
Evercore Wealth Management's ExxonMobil position peaked at $42.9M in Q2 2013.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.