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

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return