O'Shaughnessy Asset Management’s ExxonMobil XOM Stock Holding History

O'Shaughnessy Asset 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	$170K	Buy	+1,000	New	+$146K	﹤0.01%	2031

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

O'Shaughnessy Asset Management's XOM Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its ExxonMobil (XOM) stake by 43% in Q1 2026, buying an estimated $56.6M and bringing the position to 1,294,791 shares worth $220M. The position accounts for 1.09% of the portfolio, ranked #10.

O'Shaughnessy Asset Management first reported a position in XOM in Q2 2013 and has held it in 42 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

O'Shaughnessy Asset Management held 1,294,791 shares of ExxonMobil worth $220M as of Q1 2026.
O'Shaughnessy Asset Management bought 387,514 ExxonMobil shares in Q1 2026, an estimated $56.6M.
ExxonMobil made up 1.09% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #10 holding.
O'Shaughnessy Asset Management first reported a position in ExxonMobil in Q2 2013 and has held it in 42 quarters since.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.