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Family Management’s ExxonMobil XOM Stock Holding History

Family 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
2022
Q4 		– Sell
-100
Closed -$9K – 192
2022
Q3 		$9K Hold
100
– – ﹤0.01% 154
2022
Q2 		$9K Buy
+100
New +$9.02K ﹤0.01% 167

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Family Management's XOM Position: Q2 2026 in Review

Family Management reduced its ExxonMobil (XOM) stake by 80% in Q2 2026, selling an estimated $4.38M and leaving 7,094 shares worth $970K. The position accounts for 0.1% of the portfolio, ranked #130.

Family Management first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.17M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Family Management held 7,094 shares of ExxonMobil worth $970K as of Q2 2026.
  • Family Management sold 29,251 ExxonMobil shares in Q2 2026, an estimated $4.38M.
  • ExxonMobil made up 0.1% of Family Management's portfolio in Q2 2026, its #130 holding.
  • Family Management first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • Family Management's ExxonMobil position peaked at $6.17M in Q1 2026.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.