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GLOBALT Investments’s ExxonMobil XOM Stock Holding History

GLOBALT Investments’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 		$12.4M Sell
72,918
-1,637
-2% -$239K 0.44% 32
2025
Q4 		$8.97M Buy
74,555
+30,620
+70% +$3.55M 0.33% 39
2025
Q3 		$4.95M Sell
43,935
-609
-1% -$67.7K 0.18% 79
2025
Q2 		$4.8M Sell
44,544
-2,179
-5% -$233K 0.18% 73
2025
Q1 		$5.56M Sell
46,723
-558
-1% -$61.7K 0.23% 65
2024
Q4 		$5.09M Sell
47,281
-285
-0.6% -$33.3K 0.19% 70
2024
Q3 		$5.58M Buy
47,566
+325
+0.7% +$37.5K 0.21% 67
2024
Q2 		$5.44M Sell
47,241
-386
-0.8% -$45K 0.22% 65
2024
Q1 		$5.54M Sell
47,627
-2,605
-5% -$273K 0.22% 64
2023
Q4 		$5.02M Buy
+50,232
New +$5.28M 0.21% 70

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

GLOBALT Investments's XOM Position: Q1 2026 in Review

GLOBALT Investments reduced its ExxonMobil (XOM) stake by 2.2% in Q1 2026, selling an estimated $239K and leaving 72,918 shares worth $12.4M. The position accounts for 0.44% of the portfolio, ranked #32.

GLOBALT Investments first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • GLOBALT Investments held 72,918 shares of ExxonMobil worth $12.4M as of Q1 2026.
  • GLOBALT Investments sold 1,637 ExxonMobil shares in Q1 2026, an estimated $239K.
  • ExxonMobil made up 0.44% of GLOBALT Investments's portfolio in Q1 2026, its #32 holding.
  • GLOBALT Investments first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.