MAI Capital Management’s ExxonMobil XOM Stock Holding History

MAI Capital 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
2020 Q4	–	Sell	-29,800	Closed	-$1.02M	–	701
2020 Q3	$1.02M	Buy	29,800 +27,100	+1,004%	+$1.11M	0.03%	278
2020 Q2	$121K	Sell	2,700 -300	-10%	-$13.5K	﹤0.01%	523
2020 Q1	$114K	Sell	3,000 -4,600	-61%	-$254K	﹤0.01%	511
2019 Q4	$531K	Hold	7,600	–	–	0.02%	389
2019 Q3	$537K	Buy	7,600 +1,600	+27%	+$116K	0.02%	341
2019 Q2	$460K	Hold	6,000	–	–	0.02%	364
2019 Q1	$485K	Buy	+6,000	New	+$457K	0.02%	300

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

MAI Capital Management's XOM Position: Q1 2026 in Review

MAI Capital Management increased its ExxonMobil (XOM) stake by 0.62% in Q1 2026, buying an estimated $505K and bringing the position to 559,821 shares worth $95M. The position accounts for 0.54% of the portfolio, ranked #38.

MAI Capital Management first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

MAI Capital Management held 559,821 shares of ExxonMobil worth $95M as of Q1 2026.
MAI Capital Management bought 3,462 ExxonMobil shares in Q1 2026, an estimated $505K.
ExxonMobil made up 0.54% of MAI Capital Management's portfolio in Q1 2026, its #38 holding.
MAI Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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