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NewEdge Wealth’s ExxonMobil XOM Stock Holding History

NewEdge Wealth’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 		$13.6M Sell
80,099
-20,719
-21% -$3.02M 0.16% 106
2025
Q4 		$12.1M Buy
100,818
+21,519
+27% +$2.5M 0.14% 123
2025
Q3 		$9.01M Buy
79,299
+1,703
+2% +$189K 0.13% 131
2025
Q2 		$8.22M Buy
77,596
+3,993
+5% +$427K 0.13% 136
2025
Q1 		$8.75M Buy
73,603
+9,802
+15% +$1.08M 0.16% 120
2024
Q4 		$6.86M Sell
63,801
-36,040
-36% -$4.22M 0.12% 148
2024
Q3 		$11.7M Buy
99,841
+37,457
+60% +$4.33M 0.21% 103
2024
Q2 		$7.18M Buy
62,384
+22,838
+58% +$2.66M 0.16% 127
2024
Q1 		$4.6M Sell
39,546
-1,441
-4% -$151K 0.1% 177
2023
Q4 		$4.1M Buy
40,987
+958
+2% +$101K 0.1% 169
2023
Q3 		$4.71M Buy
40,029
+8,312
+26% +$912K 0.15% 136
2023
Q2 		$3.4M Buy
31,717
+15,539
+96% +$1.7M 0.11% 169
2023
Q1 		$1.77M Buy
16,178
+4,603
+40% +$509K 0.07% 243
2022
Q4 		$1.28M Buy
11,575
+3,668
+46% +$393K 0.06% 262
2022
Q3 		$690K Sell
7,907
-14,203
-64% -$1.3M 0.03% 306
2022
Q2 		$1.89M Buy
22,110
+16,814
+317% +$1.52M 0.09% 199
2022
Q1 		$437K Buy
5,296
+994
+23% +$77.3K 0.02% 320
2021
Q4 		$263K Sell
4,302
-7
-0.2% -$437 0.01% 356
2021
Q3 		$253K Sell
4,309
-392
-8% -$22.3K 0.02% 264
2021
Q2 		$297K Buy
+4,701
New +$281K 0.02% 242

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NewEdge Wealth's XOM Position: Q1 2026 in Review

NewEdge Wealth reduced its ExxonMobil (XOM) stake by 21% in Q1 2026, selling an estimated $3.02M and leaving 80,099 shares worth $13.6M. The position accounts for 0.16% of the portfolio, ranked #106.

NewEdge Wealth first reported a position in XOM in Q2 2021 and has held it in 20 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • NewEdge Wealth held 80,099 shares of ExxonMobil worth $13.6M as of Q1 2026.
  • NewEdge Wealth sold 20,719 ExxonMobil shares in Q1 2026, an estimated $3.02M.
  • ExxonMobil made up 0.16% of NewEdge Wealth's portfolio in Q1 2026, its #106 holding.
  • NewEdge Wealth first reported a position in ExxonMobil in Q2 2021 and has held it in 20 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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