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Millstone Evans Group’s ExxonMobil XOM Stock Holding History

Millstone Evans Group’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 		$585K Sell
4,280
-468
-10% -$70K 0.32% 54
2026
Q1 		$806K Sell
4,748
-85
-2% -$12.4K 0.48% 38
2025
Q4 		$582K Buy
4,833
+20
+0.4% +$2.32K 0.34% 52
2025
Q3 		$543K Sell
4,813
-236
-5% -$26.2K 0.34% 51
2025
Q2 		$544K Sell
5,049
-1,256
-20% -$134K 0.37% 53
2025
Q1 		$750K Sell
6,305
-160
-2% -$17.7K 0.51% 39
2024
Q4 		$695K Buy
+6,465
New +$756K 0.47% 43

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

Millstone Evans Group's XOM Position: Q2 2026 in Review

Millstone Evans Group reduced its ExxonMobil (XOM) stake by 9.9% in Q2 2026, selling an estimated $70K and leaving 4,280 shares worth $585K. The position accounts for 0.32% of the portfolio, ranked #54.

Millstone Evans Group first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $806K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Millstone Evans Group held 4,280 shares of ExxonMobil worth $585K as of Q2 2026.
  • Millstone Evans Group sold 468 ExxonMobil shares in Q2 2026, an estimated $70K.
  • ExxonMobil made up 0.32% of Millstone Evans Group's portfolio in Q2 2026, its #54 holding.
  • Millstone Evans Group first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's ExxonMobil position peaked at $806K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.