Richard Bernstein Advisors’s ExxonMobil XOM Stock Holding History

Richard Bernstein Advisors’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	$3.64M	Hold	21,440	–	–	0.11%	33
2025 Q4	$2.58M	Sell	21,440 -2,367	-10%	-$275K	0.08%	47
2025 Q3	$2.68M	Sell	23,807 -9,011	-27%	-$1M	0.08%	56
2025 Q2	$3.54M	Sell	32,818 -56	-0.2%	-$5.99K	0.09%	114
2025 Q1	$3.91M	Sell	32,874 -68,083	-67%	-$7.53M	0.09%	103
2024 Q4	$10.9M	Sell	100,957 -32,304	-24%	-$3.78M	0.25%	39
2024 Q3	$15.6M	Buy	133,261 +39,131	+42%	+$4.52M	0.33%	35
2024 Q2	$10.8M	Hold	94,130	–	–	0.24%	44
2024 Q1	$10.9M	Hold	94,130	–	–	0.23%	43
2023 Q4	$9.41M	Sell	94,130 -12,781	-12%	-$1.34M	0.21%	42
2023 Q3	$12.6M	Hold	106,911	–	–	0.28%	41
2023 Q2	$11.5M	Sell	106,911 -28,584	-21%	-$3.12M	0.24%	33
2023 Q1	$14.9M	Hold	135,495	–	–	0.31%	31
2022 Q4	$14.9M	Sell	135,495 -36,696	-21%	-$3.93M	0.33%	32
2022 Q3	$15M	Hold	172,191	–	–	0.38%	33
2022 Q2	$14.7M	Sell	172,191 -20,588	-11%	-$1.86M	0.32%	37
2022 Q1	$15.9M	Hold	192,779	–	–	0.31%	42
2021 Q4	$11.8M	Sell	192,779 -11,412	-6%	-$713K	0.23%	49
2021 Q3	$12M	Buy	204,191 +10,430	+5%	+$594K	0.24%	41
2021 Q2	$12.2M	Hold	193,761	–	–	0.25%	40
2021 Q1	$10.8M	Hold	193,761	–	–	0.25%	39
2020 Q4	$7.99M	Hold	193,761	–	–	0.2%	48
2020 Q3	$6.65M	Hold	193,761	–	–	0.19%	52
2020 Q2	$8.66M	Buy	+193,761	New	+$8.69M	0.27%	34
2020 Q1	–	Sell	-110,419	Closed	-$7.71M	–	225
2019 Q4	$7.71M	Hold	110,419	–	–	0.25%	46
2019 Q3	$7.8M	Hold	110,419	–	–	0.26%	42
2019 Q2	$8.46M	Sell	110,419 -8,003	-7%	-$620K	0.28%	39
2019 Q1	$9.57M	Sell	118,422 -69,098	-37%	-$5.27M	0.31%	36
2018 Q4	$12.8M	Hold	187,520	–	–	0.47%	31
2018 Q3	$15.9M	Sell	187,520 -13,252	-7%	-$1.08M	0.46%	32
2018 Q2	$16.6M	Buy	200,772 +12,734	+7%	+$1.01M	0.53%	27
2018 Q1	$14M	Buy	188,038 +19,020	+11%	+$1.52M	0.5%	26
2017 Q4	$14.1M	Buy	169,018 +19,437	+13%	+$1.61M	0.62%	26
2017 Q3	$12.3M	Hold	149,581	–	–	0.85%	23
2017 Q2	$12.1M	Hold	149,581	–	–	0.92%	21
2017 Q1	$12.3M	Sell	149,581 -14,402	-9%	-$1.2M	0.95%	17
2016 Q4	$14.8M	Hold	163,983	–	–	1.24%	12
2016 Q3	$14.3M	Hold	163,983	–	–	1.36%	8
2016 Q2	$15.4M	Hold	163,983	–	–	1.46%	7
2016 Q1	$13.7M	Buy	+163,983	New	+$13.1M	1.37%	8
2015 Q1	–	Sell	-147,195	Closed	-$13.6M	–	305
2014 Q4	$13.6M	Hold	147,195	–	–	1.41%	5
2014 Q3	$13.8M	Buy	147,195 +3,037	+2%	+$302K	1.46%	6
2014 Q2	$14.5M	Hold	144,158	–	–	1.71%	4
2014 Q1	$14.1M	Buy	144,158 +37,862	+36%	+$3.61M	2%	3
2013 Q4	$10.8M	Buy	+106,296	New	+$9.83M	2.17%	3

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

Richard Bernstein Advisors's XOM Position: Q1 2026 in Review

Richard Bernstein Advisors held its ExxonMobil (XOM) position steady in Q1 2026 at 21,440 shares worth $3.64M. The position accounts for 0.11% of the portfolio, ranked #33.

Richard Bernstein Advisors first reported a position in XOM in Q4 2013 and has held it in 45 quarters since. The position peaked at $16.6M in Q2 2018. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Richard Bernstein Advisors held 21,440 shares of ExxonMobil worth $3.64M as of Q1 2026.
Richard Bernstein Advisors left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.11% of Richard Bernstein Advisors's portfolio in Q1 2026, its #33 holding.
Richard Bernstein Advisors first reported a position in ExxonMobil in Q4 2013 and has held it in 45 quarters since.
Richard Bernstein Advisors's ExxonMobil position peaked at $16.6M in Q2 2018.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.