Kestra Investment Management’s ExxonMobil XOM Stock Holding History

Kestra Investment 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	$2.4M	Sell	14,120 -1,644	-10%	-$240K	0.04%	124
2025 Q4	$1.9M	Buy	15,764 +158	+1%	+$18.3K	0.05%	139
2025 Q3	$1.76M	Sell	15,606 -43,697	-74%	-$4.86M	0.05%	135
2025 Q2	$6.78M	Buy	59,303 +24,215	+69%	+$2.59M	0.1%	75
2025 Q1	$4.17M	Buy	35,088 +12,733	+57%	+$1.41M	0.13%	63
2024 Q4	$2.4M	Sell	22,355 -3,739	-14%	-$437K	0.09%	74
2024 Q3	$3.06M	Buy	+26,094	New	+$3.01M	0.13%	67

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

Kestra Investment Management's XOM Position: Q1 2026 in Review

Kestra Investment Management reduced its ExxonMobil (XOM) stake by 10% in Q1 2026, selling an estimated $240K and leaving 14,120 shares worth $2.4M. The position accounts for 0.04% of the portfolio, ranked #124.

Kestra Investment Management first reported a position in XOM in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.78M in Q2 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Kestra Investment Management held 14,120 shares of ExxonMobil worth $2.4M as of Q1 2026.
Kestra Investment Management sold 1,644 ExxonMobil shares in Q1 2026, an estimated $240K.
ExxonMobil made up 0.04% of Kestra Investment Management's portfolio in Q1 2026, its #124 holding.
Kestra Investment Management first reported a position in ExxonMobil in Q3 2024 and has held it in 7 quarters since.
Kestra Investment Management's ExxonMobil position peaked at $6.78M in Q2 2025.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.