Osaic Holdings
XOM icon

Osaic Holdings’s ExxonMobil XOM Stock Holding History

Osaic Holdings’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
2022
Q1 		– Sell
-10
Closed -$4K – 7530
2021
Q4 		$4K Buy
+10
New +$625 ﹤0.01% 6797
2020
Q2 		– Sell
-5
Closed -$3K – 6360
2020
Q1 		$3K Buy
+5
New +$276 ﹤0.01% 5586

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

Osaic Holdings's XOM Position: Q1 2026 in Review

Osaic Holdings increased its ExxonMobil (XOM) stake by 6.1% in Q1 2026, buying an estimated $19.1M and bringing the position to 2,256,747 shares worth $383M. The position accounts for 0.56% of the portfolio, ranked #23.

Osaic Holdings first reported a position in XOM in Q1 2020 and has held it in 25 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Osaic Holdings held 2,256,747 shares of ExxonMobil worth $383M as of Q1 2026.
  • Osaic Holdings bought 130,545 ExxonMobil shares in Q1 2026, an estimated $19.1M.
  • ExxonMobil made up 0.56% of Osaic Holdings's portfolio in Q1 2026, its #23 holding.
  • Osaic Holdings first reported a position in ExxonMobil in Q1 2020 and has held it in 25 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.