Howe & Rusling’s ExxonMobil XOM Stock Holding History

Howe & Rusling’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
2022 Q2	–	Sell	-200	Closed	-$17K	–	1173
2022 Q1	$17K	Buy	+200	New	+$15.5K	﹤0.01%	440

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

Howe & Rusling's XOM Position: Q1 2026 in Review

Howe & Rusling increased its ExxonMobil (XOM) stake by 1.1% in Q1 2026, buying an estimated $368K and bringing the position to 234,690 shares worth $39.8M. The position accounts for 2.6% of the portfolio, ranked #9.

Howe & Rusling first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Howe & Rusling held 234,690 shares of ExxonMobil worth $39.8M as of Q1 2026.
Howe & Rusling bought 2,525 ExxonMobil shares in Q1 2026, an estimated $368K.
ExxonMobil made up 2.6% of Howe & Rusling's portfolio in Q1 2026, its #9 holding.
Howe & Rusling first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.