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 $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

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. 4,765 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.
4,765 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.