Mattson Financial Services’s ExxonMobil XOM Stock Holding History

Mattson Financial Services’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	$1.89M	Sell	11,149 -633	-5%	-$92.4K	0.45%	74
2025 Q4	$1.42M	Sell	11,782 -749	-6%	-$86.9K	0.33%	95
2025 Q3	$1.41M	Buy	12,531 +1,378	+12%	+$153K	0.34%	89
2025 Q2	$1.2M	Buy	11,153 +96	+0.9%	+$10.3K	0.32%	93
2025 Q1	$1.31M	Sell	11,057 -1,245	-10%	-$138K	0.4%	88
2024 Q4	$1.44M	Buy	12,302 +248	+2%	+$29K	0.46%	78
2024 Q3	$1.39M	Sell	12,054 -77	-0.6%	-$8.89K	0.5%	72
2024 Q2	$1.4M	Buy	+12,131	New	+$1.41M	0.5%	72

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

Mattson Financial Services's XOM Position: Q1 2026 in Review

Mattson Financial Services reduced its ExxonMobil (XOM) stake by 5.4% in Q1 2026, selling an estimated $92.4K and leaving 11,149 shares worth $1.89M. The position accounts for 0.45% of the portfolio, ranked #74.

Mattson Financial Services first reported a position in XOM in Q2 2024 and has held it in 8 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Mattson Financial Services held 11,149 shares of ExxonMobil worth $1.89M as of Q1 2026.
Mattson Financial Services sold 633 ExxonMobil shares in Q1 2026, an estimated $92.4K.
ExxonMobil made up 0.45% of Mattson Financial Services's portfolio in Q1 2026, its #74 holding.
Mattson Financial Services first reported a position in ExxonMobil in Q2 2024 and has held it in 8 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.