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
2017 Q1	–	Sell	-1,000	Closed	-$90K	–	379
2016 Q4	$90K	Buy	+1,000	New	+$87.4K	0.01%	340
2016 Q1	–	Sell	-700	Closed	-$55K	–	378
2015 Q4	$55K	Hold	700	–	–	0.01%	348
2015 Q3	$52K	Buy	+700	New	+$53.9K	0.01%	338
2013 Q4	–	Sell	-1,500	Closed	-$129K	–	387
2013 Q3	$129K	Buy	+1,500	New	+$135K	0.02%	331

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

Freestone Capital Holdings's XOM Position: Q2 2026 in Review

Freestone Capital Holdings sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 176,495 shares — an estimated $29.9M sold.

Freestone Capital Holdings first reported a position in XOM in Q3 2013 and held it in 48 quarters. The position peaked at $29.9M in Q1 2026. 4,267 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Freestone Capital Holdings reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Freestone Capital Holdings sold 176,495 ExxonMobil shares in Q2 2026, an estimated $29.9M.
Freestone Capital Holdings first reported a position in ExxonMobil in Q3 2013 and held it in 48 quarters.
Freestone Capital Holdings's ExxonMobil position peaked at $29.9M in Q1 2026.
4,267 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.