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	-14,200	Closed	-$1.53M	–	1569
2024 Q4	$1.53M	Hold	14,200	–	–	0.1%	251
2024 Q3	$1.66M	Buy	14,200 +8,700	+158%	+$1M	0.1%	261
2024 Q2	$633K	Sell	5,500 -12,500	-69%	-$1.46M	0.04%	443
2024 Q1	$2.09M	Sell	18,000 -8,400	-32%	-$879K	0.11%	221
2023 Q4	$2.64M	Buy	26,400 +9,000	+52%	+$946K	0.17%	127
2023 Q3	$2.05M	Buy	17,400 +7,000	+67%	+$768K	0.13%	186
2023 Q2	$1.12M	Buy	10,400 +2,900	+39%	+$316K	0.07%	287
2023 Q1	$822K	Buy	7,500 +4,500	+150%	+$498K	0.05%	345
2022 Q4	$331K	Buy	+3,000	New	+$321K	0.02%	754
2022 Q3	–	Sell	-3,000	Closed	-$257K	–	1980
2022 Q2	$257K	Sell	3,000 -37,000	-93%	-$3.34M	0.01%	1146
2022 Q1	$3.32M	Buy	+40,000	New	+$3.11M	0.1%	200
2020 Q3	–	Sell	-51,900	Closed	-$2.32M	–	2430
2020 Q2	$2.32M	Buy	+51,900	New	+$2.33M	0.13%	139
2019 Q4	–	Sell	-8,400	Closed	-$593K	–	2303
2019 Q3	$593K	Buy	8,400 +8,300	+8,300%	+$600K	0.03%	476
2019 Q2	$8K	Hold	100	–	–	﹤0.01%	1446
2019 Q1	$8K	Buy	+100	New	+$7.62K	﹤0.01%	1555

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.