Prelude Capital Management’s ExxonMobil XOM Stock Holding History

Prelude Capital 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
2025 Q1	–	Sell	-8,500	Closed	-$914K	–	1568
2024 Q4	$914K	Buy	8,500 +4,000	+89%	+$468K	0.06%	409
2024 Q3	$527K	Buy	4,500 +1,500	+50%	+$173K	0.03%	608
2024 Q2	$345K	Sell	3,000 -12,000	-80%	-$1.4M	0.02%	730
2024 Q1	$1.74M	Sell	15,000 -7,900	-34%	-$827K	0.09%	267
2023 Q4	$2.29M	Buy	22,900 +6,000	+36%	+$631K	0.15%	155
2023 Q3	$1.99M	Buy	16,900 +6,500	+63%	+$713K	0.13%	190
2023 Q2	$1.12M	Buy	10,400 +2,900	+39%	+$316K	0.07%	286
2023 Q1	$822K	Buy	7,500 +4,500	+150%	+$498K	0.05%	344
2022 Q4	$331K	Buy	+3,000	New	+$321K	0.02%	753
2022 Q3	–	Sell	-3,000	Closed	-$257K	–	1979
2022 Q2	$257K	Buy	+3,000	New	+$271K	0.01%	1145
2022 Q1	–	Sell	-22,400	Closed	-$1.37M	–	2295
2021 Q4	$1.37M	Buy	22,400 +3,900	+21%	+$244K	0.04%	468
2021 Q3	$1.09M	Hold	18,500	–	–	0.03%	531
2021 Q2	$984K	Sell	18,500 -51,600	-74%	-$3.08M	0.03%	623
2021 Q1	$3.91M	Sell	70,100 -76,900	-52%	-$4.03M	0.1%	137
2020 Q4	$6.06M	Buy	147,000 +77,400	+111%	+$2.9M	0.15%	80
2020 Q3	$2.39M	Sell	69,600 -30,900	-31%	-$1.26M	0.12%	129
2020 Q2	$4.49M	Buy	100,500 +96,400	+2,351%	+$4.32M	0.25%	60
2020 Q1	$156K	Buy	+4,100	New	+$226K	0.01%	496
2019 Q3	–	Sell	-100	Closed	-$8K	–	2111
2019 Q2	$8K	Buy	+100	New	+$7.74K	﹤0.01%	1445
2016 Q4	–	Sell	-26,500	Closed	-$2.31M	–	1812
2016 Q3	$2.31M	Buy	+26,500	New	+$2.35M	0.24%	79

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

Prelude Capital Management's XOM Position: Q1 2026 in Review

Prelude Capital Management opened a new position in ExxonMobil (XOM) in Q1 2026: 2,927 shares worth $497K. The stake represents 0.04% of the portfolio and ranks #519 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in XOM as recently as Q3 2025.

Prelude Capital Management first reported a position in XOM in Q3 2013 and has held it in 27 quarters since. The position peaked at $4.33M in Q1 2024. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Prelude Capital Management held 2,927 shares of ExxonMobil worth $497K as of Q1 2026.
ExxonMobil was a new Prelude Capital Management position in Q1 2026.
ExxonMobil made up 0.04% of Prelude Capital Management's portfolio in Q1 2026, its #519 holding.
Prelude Capital Management first reported a position in ExxonMobil in Q3 2013 and has held it in 27 quarters since.
Prelude Capital Management's ExxonMobil position peaked at $4.33M in Q1 2024.
4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.