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Nvest Financial’s ExxonMobil XOM Stock Holding History

Nvest Financial’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 		$1.34M Sell
7,878
-223
-3% -$32.5K 0.5% 54
2025
Q4 		$975K Buy
8,101
+3,978
+96% +$461K 0.41% 56
2025
Q3 		$465K Buy
4,123
+560
+16% +$62.3K 0.27% 75
2025
Q2 		$384K Buy
3,563
+11
+0.3% +$1.18K 0.2% 76
2025
Q1 		$422K Sell
3,552
-607
-15% -$67.1K 0.23% 70
2024
Q4 		$447K Buy
4,159
+64
+2% +$7.49K 0.23% 81
2024
Q3 		$480K Buy
4,095
+189
+5% +$21.8K 0.27% 70
2024
Q2 		$450K Buy
3,906
+14
+0.4% +$1.63K 0.28% 65
2024
Q1 		$452K Buy
3,892
+30
+0.8% +$3.14K 0.3% 60
2023
Q4 		$386K Sell
3,862
-517
-12% -$54.3K 0.3% 56
2023
Q3 		$515K Buy
4,379
+561
+15% +$61.5K 0.48% 40
2023
Q2 		$409K Buy
3,818
+167
+5% +$18.2K 0.36% 45
2023
Q1 		$400K Buy
3,651
+194
+6% +$21.5K 0.42% 49
2022
Q4 		$381K Buy
3,457
+585
+20% +$62.7K 0.48% 42
2022
Q3 		$251K Buy
+2,872
New +$262K 0.35% 45

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

Nvest Financial's XOM Position: Q1 2026 in Review

Nvest Financial reduced its ExxonMobil (XOM) stake by 2.8% in Q1 2026, selling an estimated $32.5K and leaving 7,878 shares worth $1.34M. The position accounts for 0.5% of the portfolio, ranked #54.

Nvest Financial first reported a position in XOM in Q3 2022 and has held it in 15 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Nvest Financial held 7,878 shares of ExxonMobil worth $1.34M as of Q1 2026.
  • Nvest Financial sold 223 ExxonMobil shares in Q1 2026, an estimated $32.5K.
  • ExxonMobil made up 0.5% of Nvest Financial's portfolio in Q1 2026, its #54 holding.
  • Nvest Financial first reported a position in ExxonMobil in Q3 2022 and has held it in 15 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.