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IEQ Capital’s ExxonMobil XOM Stock Holding History

IEQ Capital’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 		$68.3M Sell
402,668
-8,609
-2% -$1.26M 0.32% 56
2025
Q4 		$49.5M Buy
411,277
+61,916
+18% +$7.18M 0.15% 85
2025
Q3 		$39.4M Buy
349,361
+129,816
+59% +$14.4M 0.12% 81
2025
Q2 		$23.7M Sell
219,545
-19,752
-8% -$2.11M 0.14% 103
2025
Q1 		$28.5M Buy
239,297
+40,332
+20% +$4.46M 0.23% 64
2024
Q4 		$21.4M Sell
198,965
-7,494
-4% -$877K 0.21% 68
2024
Q3 		$24.2M Buy
206,459
+24,954
+14% +$2.88M 0.3% 51
2024
Q2 		$20.9M Buy
181,505
+38,778
+27% +$4.52M 0.28% 54
2024
Q1 		$16.6M Buy
142,727
+13,474
+10% +$1.41M 0.24% 63
2023
Q4 		$12.9M Buy
129,253
+1,857
+1% +$195K 0.22% 73
2023
Q3 		$15M Buy
127,396
+1,837
+1% +$201K 0.3% 55
2023
Q2 		$13.5M Buy
125,559
+10,304
+9% +$1.12M 0.27% 60
2023
Q1 		$12.6M Sell
115,255
-2,804
-2% -$310K 0.29% 60
2022
Q4 		$13M Buy
118,059
+6,632
+6% +$711K 0.36% 50
2022
Q3 		$9.73M Buy
111,427
+44,478
+66% +$4.06M 0.27% 61
2022
Q2 		$5.73M Buy
66,949
+13,301
+25% +$1.2M 0.17% 88
2022
Q1 		$4.43M Buy
53,648
+13,346
+33% +$1.04M 0.11% 122
2021
Q4 		$2.47M Buy
40,302
+6,036
+18% +$377K 0.06% 172
2021
Q3 		$2.02M Sell
34,266
-3,950
-10% -$225K 0.05% 186
2021
Q2 		$2.41M Buy
38,216
+16,706
+78% +$997K 0.07% 158
2021
Q1 		$1.2M Buy
21,510
+7,344
+52% +$385K 0.05% 184
2020
Q4 		$584K Buy
14,166
+6,750
+91% +$253K 0.03% 191
2020
Q3 		$255K Sell
7,416
-6,413
-46% -$262K 0.01% 325
2020
Q2 		$619K Sell
13,829
-8,282
-37% -$371K 0.04% 184
2020
Q1 		$840K Sell
22,111
-9,776
-31% -$540K 0.07% 160
2019
Q4 		$2.23M Buy
+31,887
New +$2.2M 0.2% 84

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

IEQ Capital's XOM Position: Q1 2026 in Review

IEQ Capital reduced its ExxonMobil (XOM) stake by 2.1% in Q1 2026, selling an estimated $1.26M and leaving 402,668 shares worth $68.3M. The position accounts for 0.32% of the portfolio, ranked #56.

IEQ Capital first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • IEQ Capital held 402,668 shares of ExxonMobil worth $68.3M as of Q1 2026.
  • IEQ Capital sold 8,609 ExxonMobil shares in Q1 2026, an estimated $1.26M.
  • ExxonMobil made up 0.32% of IEQ Capital's portfolio in Q1 2026, its #56 holding.
  • IEQ Capital first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.