Rothschild Capital Partners’s ExxonMobil XOM Stock Holding History

Rothschild Capital Partners’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	$1.06M	Buy	6,263 +728	+13%	+$106K	0.26%	39
2025 Q4	$666K	Buy	5,535 +1,230	+29%	+$143K	0.16%	40
2025 Q3	$485K	Hold	4,305	–	–	0.11%	52
2025 Q2	$464K	Buy	4,305 +970	+29%	+$104K	0.12%	44
2025 Q1	$397K	Sell	3,335 -2,520	-43%	-$279K	0.1%	50
2024 Q4	$630K	Buy	+5,855	New	+$685K	0.15%	38
2021 Q3	–	Sell	-3,700	Closed	-$233K	–	44
2021 Q2	$233K	Hold	3,700	–	–	0.07%	42
2021 Q1	$207K	Buy	+3,700	New	+$194K	0.07%	39
2020 Q1	–	Sell	-3,700	Closed	-$258K	–	42
2019 Q4	$258K	Hold	3,700	–	–	0.12%	35
2019 Q3	$261K	Hold	3,700	–	–	0.13%	33
2019 Q2	$284K	Hold	3,700	–	–	0.14%	35
2019 Q1	$299K	Hold	3,700	–	–	0.17%	35
2018 Q4	$252K	Hold	3,700	–	–	0.14%	33
2018 Q3	$315K	Hold	3,700	–	–	0.14%	41
2018 Q2	$306K	Hold	3,700	–	–	0.13%	43
2018 Q1	$276K	Hold	3,700	–	–	0.11%	45
2017 Q4	$309K	Hold	3,700	–	–	0.12%	47
2017 Q3	$303K	Hold	3,700	–	–	0.13%	47
2017 Q2	$299K	Hold	3,700	–	–	0.11%	43
2017 Q1	$303K	Sell	3,700 -35	-0.9%	-$2.92K	0.12%	42
2016 Q4	$337K	Hold	3,735	–	–	0.14%	48
2016 Q3	$326K	Hold	3,735	–	–	0.12%	65
2016 Q2	$350K	Hold	3,735	–	–	0.14%	46
2016 Q1	$312K	Hold	3,735	–	–	0.14%	51
2015 Q4	$291K	Hold	3,735	–	–	0.15%	36
2015 Q3	$278K	Hold	3,735	–	–	0.14%	38
2015 Q2	$311K	Sell	3,735 -1,450	-28%	-$125K	0.13%	39
2015 Q1	$441K	Hold	5,185	–	–	0.2%	34
2014 Q4	$479K	Hold	5,185	–	–	0.23%	33
2014 Q3	$488K	Sell	5,185 -500	-9%	-$49.8K	0.22%	30
2014 Q2	$572K	Hold	5,685	–	–	0.26%	31
2014 Q1	$555K	Hold	5,685	–	–	0.27%	30
2013 Q4	$575K	Sell	5,685 -875	-13%	-$80.9K	0.27%	30
2013 Q3	$564K	Sell	6,560 -300	-4%	-$27K	0.27%	31
2013 Q2	$620K	Buy	+6,860	New	+$617K	0.35%	31

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

Rothschild Capital Partners's XOM Position: Q1 2026 in Review

Rothschild Capital Partners increased its ExxonMobil (XOM) stake by 13% in Q1 2026, buying an estimated $106K and bringing the position to 6,263 shares worth $1.06M. The position accounts for 0.26% of the portfolio, ranked #39.

Rothschild Capital Partners first reported a position in XOM in Q2 2013 and has held it in 35 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Rothschild Capital Partners held 6,263 shares of ExxonMobil worth $1.06M as of Q1 2026.
Rothschild Capital Partners bought 728 ExxonMobil shares in Q1 2026, an estimated $106K.
ExxonMobil made up 0.26% of Rothschild Capital Partners's portfolio in Q1 2026, its #39 holding.
Rothschild Capital Partners first reported a position in ExxonMobil in Q2 2013 and has held it in 35 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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