New Vernon Investment Management’s ExxonMobil XOM Stock Holding History

New Vernon 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	–	Sell	-19,850	Closed	-$2.39M	–	42
2025 Q4	$2.39M	Hold	19,850	–	–	2.33%	13
2025 Q3	$2.24M	Hold	19,850	–	–	2.09%	19
2025 Q2	$2.14M	Hold	19,850	–	–	2.49%	15
2025 Q1	$2.36M	Buy	19,850 +18,250	+1,141%	+$2.02M	3.16%	13
2024 Q4	$450K	Sell	1,600 -18,250	-92%	-$2.13M	0.59%	35
2024 Q3	$2.33M	Hold	19,850	–	–	2.5%	14
2024 Q2	$2.29M	Hold	19,850	–	–	2.97%	14
2024 Q1	$2.31M	Hold	19,850	–	–	1.96%	14
2023 Q4	$1.98M	Hold	19,850	–	–	2.29%	14
2023 Q3	$2.33M	Hold	19,850	–	–	3.57%	11
2023 Q2	$2.13M	Hold	19,850	–	–	3.45%	11
2023 Q1	$2.18M	Hold	19,850	–	–	4.48%	9
2022 Q4	$2.19M	Hold	19,850	–	–	3.36%	11
2022 Q3	$1.73M	Hold	19,850	–	–	3.53%	10
2022 Q2	$1.7M	Hold	19,850	–	–	2.93%	11
2022 Q1	$1.64M	Buy	+19,850	New	+$1.54M	2.29%	12

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

New Vernon Investment Management's XOM Position: Q1 2026 in Review

New Vernon Investment Management sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 19,850 shares — an estimated $2.39M sold.

New Vernon Investment Management first reported a position in XOM in Q1 2022 and held it in 16 quarters. The position peaked at $2.39M in Q4 2025. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

New Vernon Investment Management reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
New Vernon Investment Management sold 19,850 ExxonMobil shares in Q1 2026, an estimated $2.39M.
New Vernon Investment Management first reported a position in ExxonMobil in Q1 2022 and held it in 16 quarters.
New Vernon Investment Management's ExxonMobil position peaked at $2.39M in Q4 2025.
4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on New Vernon Investment Management's 13F filing for Q1 2026, filed 15 May 2026.