Private Client Services’s ExxonMobil XOM Stock Holding History

Private Client Services’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 Q2	$596K	Sell	4,356 -232	-5%	-$34.7K	0.16%	119
2026 Q1	$778K	Sell	4,588 -3,067	-40%	-$448K	0.23%	80
2025 Q4	$921K	Sell	7,655 -181	-2%	-$21K	0.29%	68
2025 Q3	$884K	Sell	7,836 -4,574	-37%	-$508K	0.3%	70
2025 Q2	$1.34M	Buy	12,410 +2,646	+27%	+$283K	0.52%	51
2025 Q1	$1.16M	Buy	9,764 +346	+4%	+$38.3K	0.57%	46
2024 Q4	$1.01M	Buy	9,418 +189	+2%	+$22.1K	0.54%	50
2024 Q3	$1.08M	Buy	9,229 +40	+0.4%	+$4.62K	0.58%	46
2024 Q2	$1.06M	Sell	9,189 -731	-7%	-$85.1K	0.66%	42
2024 Q1	$1.15M	Buy	9,920 +467	+5%	+$48.9K	0.77%	41
2023 Q4	$945K	Buy	+9,453	New	+$994K	0.78%	31

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Private Client Services's XOM Position: Q2 2026 in Review

Private Client Services reduced its ExxonMobil (XOM) stake by 5.1% in Q2 2026, selling an estimated $34.7K and leaving 4,356 shares worth $596K. The position accounts for 0.16% of the portfolio, ranked #119.

Private Client Services first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q2 2025. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Private Client Services held 4,356 shares of ExxonMobil worth $596K as of Q2 2026.
Private Client Services sold 232 ExxonMobil shares in Q2 2026, an estimated $34.7K.
ExxonMobil made up 0.16% of Private Client Services's portfolio in Q2 2026, its #119 holding.
Private Client Services first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Private Client Services's ExxonMobil position peaked at $1.34M in Q2 2025.
4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.