Henson-Edgewater Management’s ExxonMobil XOM Stock Holding History

Henson-Edgewater Management’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 Q2	–	Sell	-5,720	Closed	-$970K	–	69
2026 Q1	$970K	Sell	5,720 -30	-0.5%	-$4.38K	0.62%	34
2025 Q4	$692K	Buy	+5,750	New	+$667K	0.41%	40

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

Henson-Edgewater Management's XOM Position: Q2 2026 in Review

Henson-Edgewater Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 5,720 shares — an estimated $970K sold.

Henson-Edgewater Management first reported a position in XOM in Q4 2025 and held it in 2 quarters. The position peaked at $970K in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Henson-Edgewater Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Henson-Edgewater Management sold 5,720 ExxonMobil shares in Q2 2026, an estimated $970K.
Henson-Edgewater Management first reported a position in ExxonMobil in Q4 2025 and held it in 2 quarters.
Henson-Edgewater Management's ExxonMobil position peaked at $970K in Q1 2026.
4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Henson-Edgewater Management's 13F filing for Q2 2026, filed 18 Aug 2026.