J. Safra Asset Management’s ExxonMobil XOM Stock Holding History

J. Safra Asset 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 Q1	$2.07M	Buy	12,200 +32	+0.3%	+$4.67K	0.11%	58
2025 Q4	$1.46M	Buy	12,168 +1,491	+14%	+$173K	0.08%	75
2025 Q3	$1.2M	Buy	10,677 +1,370	+15%	+$152K	0.07%	61
2025 Q2	$1M	Buy	9,307 +600	+7%	+$64.1K	0.07%	59
2025 Q1	$1.04M	Buy	8,707 +2,655	+44%	+$294K	0.08%	46
2024 Q4	$640K	Buy	6,052 +1,409	+30%	+$165K	0.05%	52
2024 Q3	$538K	Buy	4,643 +491	+12%	+$56.7K	0.05%	41
2024 Q2	$478K	Buy	4,152 +1,697	+69%	+$198K	0.05%	39
2024 Q1	$285K	Buy	2,455 +464	+23%	+$48.5K	0.03%	36
2023 Q4	$199K	Buy	1,991 +66	+3%	+$6.94K	0.03%	41
2023 Q3	$226K	Hold	1,925	–	–	0.03%	35
2023 Q2	$206K	Hold	1,925	–	–	0.03%	45
2023 Q1	$211K	Hold	1,925	–	–	0.03%	42
2022 Q4	$212K	Buy	1,925 +1,757	+1,046%	+$188K	0.04%	22
2022 Q3	$1K	Buy	168 +4	+2%	+$365	0.02%	35
2022 Q2	$1K	Sell	164 -54	-25%	-$4.87K	0.02%	34
2022 Q1	$2K	Buy	+218	New	+$16.9K	0.04%	33
2016 Q4	–	Sell	-399	Closed	-$35K	–	137
2016 Q3	$35K	Sell	399 -292	-42%	-$25.9K	0.06%	77
2016 Q2	$65K	Sell	691 -5,617	-89%	-$497K	0.11%	82
2016 Q1	$527K	Buy	+6,308	New	+$505K	0.43%	59

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

J. Safra Asset Management's XOM Position: Q1 2026 in Review

J. Safra Asset Management increased its ExxonMobil (XOM) stake by 0.26% in Q1 2026, buying an estimated $4.67K and bringing the position to 12,200 shares worth $2.07M. The position accounts for 0.11% of the portfolio, ranked #58.

J. Safra Asset Management first reported a position in XOM in Q1 2016 and has held it in 20 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

J. Safra Asset Management held 12,200 shares of ExxonMobil worth $2.07M as of Q1 2026.
J. Safra Asset Management bought 32 ExxonMobil shares in Q1 2026, an estimated $4.67K.
ExxonMobil made up 0.11% of J. Safra Asset Management's portfolio in Q1 2026, its #58 holding.
J. Safra Asset Management first reported a position in ExxonMobil in Q1 2016 and has held it in 20 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.