Haven Private’s ExxonMobil XOM Stock Holding History

Haven Private’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	$386K	Sell	2,273 -3	-0.1%	-$438	0.17%	119
2025 Q4	$274K	Buy	2,276 +5	+0.2%	+$580	0.12%	142
2025 Q3	$256K	Sell	2,271 -975	-30%	-$108K	0.11%	140
2025 Q2	$350K	Buy	3,246 +905	+39%	+$96.7K	0.16%	129
2025 Q1	$278K	Buy	2,341 +326	+16%	+$36.1K	0.16%	113
2024 Q4	$217K	Buy	+2,015	New	+$236K	0.12%	131

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

Haven Private's XOM Position: Q1 2026 in Review

Haven Private reduced its ExxonMobil (XOM) stake by 0.13% in Q1 2026, selling an estimated $438 and leaving 2,273 shares worth $386K. The position accounts for 0.17% of the portfolio, ranked #119.

Haven Private first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Haven Private held 2,273 shares of ExxonMobil worth $386K as of Q1 2026.
Haven Private sold 3 ExxonMobil shares in Q1 2026, an estimated $438.
ExxonMobil made up 0.17% of Haven Private's portfolio in Q1 2026, its #119 holding.
Haven Private first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Haven Private's 13F filing for Q1 2026, filed 5 May 2026.