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
2025 Q2	–	Sell	-1,900	Closed	-$226K	–	254
2025 Q1	$226K	Hold	1,900	–	–	0.04%	163
2024 Q4	$204K	Buy	+1,900	New	+$222K	0.03%	157

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

Family Management's XOM Position: Q1 2026 in Review

Family Management increased its ExxonMobil (XOM) stake by 446% in Q1 2026, buying an estimated $4.33M and bringing the position to 36,345 shares worth $6.17M. The position accounts for 0.74% of the portfolio, ranked #28.

Family Management first reported a position in XOM in Q2 2013 and has held it in 51 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Family Management held 36,345 shares of ExxonMobil worth $6.17M as of Q1 2026.
Family Management bought 29,690 ExxonMobil shares in Q1 2026, an estimated $4.33M.
ExxonMobil made up 0.74% of Family Management's portfolio in Q1 2026, its #28 holding.
Family Management first reported a position in ExxonMobil in Q2 2013 and has held it in 51 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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