NewEdge Advisors’s ExxonMobil XOM Stock Holding History

NewEdge Advisors’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	$267M	Sell	1,575,169 -230,336	-13%	-$33.6M	0.97%	13
2025 Q4	$217M	Buy	1,805,505 +1,039,419	+136%	+$121M	0.79%	17
2025 Q3	$86.4M	Buy	766,086 +33,239	+5%	+$3.7M	0.39%	48
2025 Q2	$79M	Buy	732,847 +40,103	+6%	+$4.29M	0.41%	46
2025 Q1	$82.4M	Buy	692,744 +61,584	+10%	+$6.81M	0.49%	32
2024 Q4	$67.9M	Buy	631,160 +27,144	+4%	+$3.18M	0.41%	45
2024 Q3	$70.8M	Buy	604,016 +17,636	+3%	+$2.04M	0.46%	37
2024 Q2	$67.5M	Buy	586,380 +87,843	+18%	+$10.2M	0.49%	33
2024 Q1	$57.9M	Buy	498,537 +20,429	+4%	+$2.14M	0.51%	33
2023 Q4	$47.3M	Buy	478,108 +40,974	+9%	+$4.31M	0.45%	44
2023 Q3	$51.4M	Buy	437,134 +38,534	+10%	+$4.23M	0.56%	29
2023 Q2	$42.7M	Buy	398,600 +50,792	+15%	+$5.54M	0.48%	44
2023 Q1	$37.9M	Sell	347,808 -22,264	-6%	-$2.46M	0.47%	48
2022 Q4	$25.1M	Buy	370,072 +94,686	+34%	+$10.1M	0.68%	26
2022 Q3	$24M	Sell	275,386 -16,634	-6%	-$1.52M	0.4%	61
2022 Q2	$25M	Buy	292,020 +29,633	+11%	+$2.67M	0.41%	60
2022 Q1	$20.7M	Buy	262,387 +39,188	+18%	+$3.05M	0.33%	71
2021 Q4	$13.7M	Buy	223,199 +97,735	+78%	+$6.11M	0.21%	113
2021 Q3	$7.38M	Sell	125,464 -722	-0.6%	-$41.1K	0.18%	117
2021 Q2	$7.96M	Buy	126,186 +5,743	+5%	+$343K	0.21%	105
2021 Q1	$6.72M	Sell	120,443 -62,695	-34%	-$3.29M	0.2%	114
2020 Q4	$7.55M	Buy	183,138 +54,870	+43%	+$2.06M	0.25%	96
2020 Q3	$4.4M	Buy	128,268 +8,386	+7%	+$343K	0.15%	141
2020 Q2	$5.36M	Sell	119,882 -17,886	-13%	-$802K	0.21%	106
2020 Q1	$5.23M	Sell	137,768 -7,179	-5%	-$396K	0.25%	97
2019 Q4	$10.1M	Buy	144,947 +871	+0.6%	+$60.2K	0.4%	63
2019 Q3	$9.97M	Buy	144,076 +66,465	+86%	+$4.81M	0.44%	60
2019 Q2	$5.95M	Sell	77,611 -4,069	-5%	-$315K	0.36%	72
2019 Q1	$6.6M	Buy	81,680 +14,826	+22%	+$1.13M	0.43%	66
2018 Q4	$4.56K	Buy	66,854 +2,587	+4%	+$203K	0.29%	83
2018 Q3	$5.46M	Buy	64,267 +2,147	+3%	+$176K	0.42%	61
2018 Q2	$5.08K	Buy	62,120 +6,627	+12%	+$528K	0.46%	55
2018 Q1	$4.06M	Buy	55,493 +16,861	+44%	+$1.35M	0.46%	59
2017 Q4	$3.37M	Buy	38,632 +12	+0%	+$992	0.46%	58
2017 Q3	$3.17M	Sell	38,620 -508	-1%	-$40.3K	0.49%	56
2017 Q2	$3.14M	Buy	39,128 +1,433	+4%	+$117K	0.54%	52
2017 Q1	$3.11M	Buy	37,695 +10,881	+41%	+$909K	0.71%	48
2016 Q4	$2.33M	Buy	26,814 +11,569	+76%	+$1.01M	0.65%	50
2016 Q3	$1.33M	Buy	15,245 +6,353	+71%	+$564K	0.42%	59
2016 Q2	$829K	Buy	8,892 +6,425	+260%	+$568K	0.34%	64
2016 Q1	$207K	Sell	2,467 -737	-23%	-$59K	0.17%	48
2015 Q4	$250K	Sell	3,204 -1,139	-26%	-$91K	0.21%	56
2015 Q3	$325K	Sell	4,343 -1,485	-25%	-$114K	0.35%	50
2015 Q2	$485K	Buy	5,828 +699	+14%	+$60.1K	0.41%	56
2015 Q1	$436K	Buy	+5,129	New	+$455K	0.31%	59

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

NewEdge Advisors's XOM Position: Q1 2026 in Review

NewEdge Advisors reduced its ExxonMobil (XOM) stake by 13% in Q1 2026, selling an estimated $33.6M and leaving 1,575,169 shares worth $267M. The position accounts for 0.97% of the portfolio, ranked #13.

NewEdge Advisors first reported a position in XOM in Q1 2015 and has held it in 45 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

NewEdge Advisors held 1,575,169 shares of ExxonMobil worth $267M as of Q1 2026.
NewEdge Advisors sold 230,336 ExxonMobil shares in Q1 2026, an estimated $33.6M.
ExxonMobil made up 0.97% of NewEdge Advisors's portfolio in Q1 2026, its #13 holding.
NewEdge Advisors first reported a position in ExxonMobil in Q1 2015 and has held it in 45 quarters since.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.