Freestone Grove Partners’s ExxonMobil XOM Stock Holding History

Freestone Grove Partners’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	–	Sell	-755,658	Closed	-$90.9M	–	1201
2025 Q4	$90.9M	Buy	+755,658	New	+$87.6M	0.66%	19
2025 Q3	–	Sell	-467,813	Closed	-$50.4M	–	924
2025 Q2	$50.4M	Sell	467,813 -463,775	-50%	-$49.6M	0.38%	94
2025 Q1	$111M	Sell	931,588 -32,135	-3%	-$3.55M	1.14%	6
2024 Q4	$104M	Buy	+963,723	New	+$113M	1.27%	3

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 Grove Partners's XOM Position: Q1 2026 in Review

Freestone Grove Partners sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 755,658 shares — an estimated $90.9M sold.

Freestone Grove Partners first reported a position in XOM in Q4 2024 and held it in 4 quarters. The position peaked at $111M in Q1 2025. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Freestone Grove Partners reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
Freestone Grove Partners sold 755,658 ExxonMobil shares in Q1 2026, an estimated $90.9M.
Freestone Grove Partners first reported a position in ExxonMobil in Q4 2024 and held it in 4 quarters.
Freestone Grove Partners's ExxonMobil position peaked at $111M in Q1 2025.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.