Everstar Asset Management’s ExxonMobil XOM Stock Holding History

Everstar 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 Q2	$230K	Sell	1,683 -18	-1%	-$2.69K	0.11%	176
2026 Q1	$289K	Buy	+1,701	New	+$248K	0.15%	144
2025 Q4	–	Sell	-1,787	Closed	-$201K	–	211
2025 Q3	$201K	Sell	1,787 -5,619	-76%	-$625K	0.11%	173
2025 Q2	$798K	Buy	7,406 +1,311	+22%	+$140K	0.49%	60
2025 Q1	$725K	Buy	6,095 +1,877	+44%	+$208K	0.48%	60
2024 Q4	$454K	Buy	+4,218	New	+$493K	0.32%	86

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Everstar Asset Management's XOM Position: Q2 2026 in Review

Everstar Asset Management reduced its ExxonMobil (XOM) stake by 1.1% in Q2 2026, selling an estimated $2.69K and leaving 1,683 shares worth $230K. The position accounts for 0.11% of the portfolio, ranked #176.

Everstar Asset Management first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $798K in Q2 2025. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Everstar Asset Management held 1,683 shares of ExxonMobil worth $230K as of Q2 2026.
Everstar Asset Management sold 18 ExxonMobil shares in Q2 2026, an estimated $2.69K.
ExxonMobil made up 0.11% of Everstar Asset Management's portfolio in Q2 2026, its #176 holding.
Everstar Asset Management first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
Everstar Asset Management's ExxonMobil position peaked at $798K in Q2 2025.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.