FCH
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Freestone Capital Holdings’s ExxonMobil XOM Stock Holding History

Freestone Capital Holdings’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 		$29.9M Sell
176,495
-6,506
-4% -$949K 0.91% 18
2025
Q4 		$22M Buy
183,001
+11,714
+7% +$1.36M 0.65% 29
2025
Q3 		$19.3M Buy
171,287
+9,888
+6% +$1.1M 0.59% 29
2025
Q2 		$17.4M Sell
161,399
-13,086
-7% -$1.4M 0.59% 29
2025
Q1 		$20.8M Sell
174,485
-1,026
-0.6% -$113K 0.77% 22
2024
Q4 		$18.9M Buy
175,511
+1,641
+0.9% +$192K 0.65% 25
2024
Q3 		$20.4M Sell
173,870
-4,069
-2% -$470K 0.7% 25
2024
Q2 		$20.5M Buy
177,939
+4,555
+3% +$531K 0.73% 23
2024
Q1 		$20.2M Buy
173,384
+16,495
+11% +$1.73M 0.75% 22
2023
Q4 		$15.7M Buy
156,889
+9,783
+7% +$1.03M 0.7% 27
2023
Q3 		$17.3M Buy
147,106
+8,991
+7% +$986K 0.92% 18
2023
Q2 		$14.8M Buy
138,115
+10,862
+9% +$1.19M 0.6% 26
2023
Q1 		$14M Sell
127,253
-766
-0.6% -$84.7K 0.62% 23
2022
Q4 		$14.1M Sell
128,019
-8,848
-6% -$948K 0.65% 22
2022
Q3 		$11.9M Sell
136,867
-12,088
-8% -$1.1M 0.54% 23
2022
Q2 		$12.8M Sell
148,955
-7,462
-5% -$673K 0.49% 28
2022
Q1 		$12.9M Buy
156,417
+3,459
+2% +$269K 0.52% 40
2021
Q4 		$9.36M Buy
152,958
+52,417
+52% +$3.28M 0.4% 57
2021
Q3 		$5.91M Buy
100,541
+1,919
+2% +$109K 0.3% 80
2021
Q2 		$6.22M Buy
98,622
+1,154
+1% +$68.9K 0.31% 83
2021
Q1 		$5.44M Sell
97,468
-2,192
-2% -$115K 0.3% 84
2020
Q4 		$4.11M Sell
99,660
-20,329
-17% -$762K 0.24% 97
2020
Q3 		$4.12M Buy
119,989
+12,219
+11% +$500K 0.27% 85
2020
Q2 		$4.82K Sell
107,770
-7,023
-6% -$315K 0.06% 79
2020
Q1 		$4.36K Buy
114,793
+63,598
+124% +$3.51M 0.09% 76
2019
Q4 		$3.57K Buy
51,195
+31,520
+160% +$2.18M 0.07% 121
2019
Q3 		$1.39K Buy
19,675
+8,765
+80% +$634K 0.03% 212
2019
Q2 		$836 Buy
10,910
+875
+9% +$67.7K 0.02% 251
2019
Q1 		$811K Sell
10,035
-1,049
-9% -$80K 0.05% 237
2018
Q4 		$756K Sell
11,084
-118
-1% -$9.26K 0.05% 239
2018
Q3 		$953K Sell
11,202
-583
-5% -$47.7K 0.01% 229
2018
Q2 		$975K Buy
11,785
+2,669
+29% +$213K 0.01% 228
2018
Q1 		$680K Sell
9,116
-194
-2% -$15.5K 0.04% 250
2017
Q4 		$779K Sell
9,310
-362
-4% -$29.9K 0.05% 240
2017
Q3 		$793K Buy
9,672
+147
+2% +$11.7K 0.06% 227
2017
Q2 		$769K Buy
9,525
+680
+8% +$55.6K 0.06% 217
2017
Q1 		$725K Sell
8,845
-688
-7% -$57.5K 0.06% 224
2016
Q4 		$860K Sell
9,533
-1,605
-14% -$140K 0.07% 209
2016
Q3 		$972K Sell
11,138
-2,908
-21% -$258K 0.09% 187
2016
Q2 		$1.32M Buy
14,046
+1,634
+13% +$144K 0.13% 146
2016
Q1 		$1.04M Buy
12,412
+2,491
+25% +$199K 0.11% 159
2015
Q4 		$773K Buy
9,921
+489
+5% +$39.1K 0.08% 208
2015
Q3 		$701K Buy
+9,432
New +$727K 0.08% 195
2015
Q2 		– Sell
-2,469
Closed -$210K – 235
2015
Q1 		$210K Buy
+2,469
New +$219K 0.03% 165
2014
Q3 		– Sell
-3,954
Closed -$398K – 183
2014
Q2 		$398K Buy
3,954
+1
+0% +$101 0.06% 148
2014
Q1 		$386K Buy
3,953
+1,730
+78% +$165K 0.07% 147
2013
Q4 		$225K Buy
2,223
+215
+11% +$19.9K 0.04% 255
2013
Q3 		$173K Buy
+2,008
New +$181K 0.03% 321

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

Freestone Capital Holdings's XOM Position: Q1 2026 in Review

Freestone Capital Holdings reduced its ExxonMobil (XOM) stake by 3.6% in Q1 2026, selling an estimated $949K and leaving 176,495 shares worth $29.9M. The position accounts for 0.91% of the portfolio, ranked #18.

Freestone Capital Holdings first reported a position in XOM in Q3 2013 and has held it in 48 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Freestone Capital Holdings held 176,495 shares of ExxonMobil worth $29.9M as of Q1 2026.
  • Freestone Capital Holdings sold 6,506 ExxonMobil shares in Q1 2026, an estimated $949K.
  • ExxonMobil made up 0.91% of Freestone Capital Holdings's portfolio in Q1 2026, its #18 holding.
  • Freestone Capital Holdings first reported a position in ExxonMobil in Q3 2013 and has held it in 48 quarters since.
  • 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.