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Milestone Asset Management’s ExxonMobil XOM Stock Holding History

Milestone 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
Q2 		– Sell
-8,443
Closed -$1.43M – 293
2026
Q1 		$1.43M Buy
8,443
+337
+4% +$49.2K 0.26% 92
2025
Q4 		$976K Sell
8,106
-223
-3% -$25.9K 0.18% 110
2025
Q3 		$939K Buy
8,329
+396
+5% +$44K 0.18% 99
2025
Q2 		$855K Sell
7,933
-529
-6% -$56.5K 0.18% 104
2025
Q1 		$1.01M Buy
8,462
+118
+1% +$13.1K 0.21% 88
2024
Q4 		$898K Buy
8,344
+1,554
+23% +$182K 0.2% 114
2024
Q3 		$796K Sell
6,790
-319
-4% -$36.8K 0.18% 103
2024
Q2 		$818K Buy
7,109
+10
+0.1% +$1.17K 0.2% 95
2024
Q1 		$825K Sell
7,099
-551
-7% -$57.6K 0.24% 83
2023
Q4 		$765K Buy
7,650
+145
+2% +$15.2K 0.25% 19
2023
Q3 		$868K Sell
7,505
-48
-0.6% -$5.26K 0.3% 21
2023
Q2 		$810K Sell
7,553
-171
-2% -$18.7K 0.36% 17
2023
Q1 		$847K Buy
7,724
+180
+2% +$19.9K 0.48% 27
2022
Q4 		$851K Buy
+7,544
New +$808K 0.51% 21

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Milestone Asset Management's XOM Position: Q2 2026 in Review

Milestone Asset Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 8,443 shares — an estimated $1.43M sold.

Milestone Asset Management first reported a position in XOM in Q4 2022 and held it in 14 quarters. The position peaked at $1.43M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Milestone Asset Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Milestone Asset Management sold 8,443 ExxonMobil shares in Q2 2026, an estimated $1.43M.
  • Milestone Asset Management first reported a position in ExxonMobil in Q4 2022 and held it in 14 quarters.
  • Milestone Asset Management's ExxonMobil position peaked at $1.43M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.