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Sage Mountain Advisors’s ExxonMobil XOM Stock Holding History

Sage Mountain 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 		$413K Sell
2,435
-46,586
-95% -$6.8M 0.03% 148
2025
Q4 		$5.9M Buy
49,021
+581
+1% +$67.4K 0.31% 48
2025
Q3 		$5.46M Buy
48,440
+5,513
+13% +$613K 0.31% 46
2025
Q2 		$4.63M Sell
42,927
-782
-2% -$83.6K 0.3% 43
2025
Q1 		$5.2M Buy
43,709
+2,617
+6% +$289K 0.38% 36
2024
Q4 		$4.42M Buy
41,092
+1,736
+4% +$203K 0.32% 41
2024
Q3 		$4.61M Buy
39,356
+1,789
+5% +$207K 0.39% 36
2024
Q2 		$4.32M Buy
37,567
+1,865
+5% +$217K 0.4% 36
2024
Q1 		$4.15M Buy
35,702
+3,824
+12% +$400K 0.43% 33
2023
Q4 		$3.19M Sell
31,878
-615
-2% -$64.6K 0.37% 39
2023
Q3 		$3.82M Buy
32,493
+228
+0.7% +$25K 0.53% 32
2023
Q2 		$3.46M Sell
32,265
-383
-1% -$41.8K 0.49% 31
2023
Q1 		$3.58M Buy
32,648
+22,952
+237% +$2.54M 0.58% 27
2022
Q4 		$1.07M Buy
9,696
+1,041
+12% +$112K 0.24% 38
2022
Q3 		$756K Sell
8,655
-2
-0% -$183 0.2% 42
2022
Q2 		$741K Buy
8,657
+822
+10% +$74.1K 0.13% 137
2022
Q1 		$647K Sell
7,835
-1,451
-16% -$113K 0.1% 214
2021
Q4 		$568K Sell
9,286
-100
-1% -$6.25K 0.07% 275
2021
Q3 		$552K Buy
9,386
+262
+3% +$14.9K 0.08% 236
2021
Q2 		$576K Sell
9,124
-22
-0.2% -$1.31K 0.1% 207
2021
Q1 		$511K Buy
9,146
+4,228
+86% +$222K 0.11% 157
2020
Q4 		$203K Buy
+4,918
New +$184K 0.07% 175

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sage Mountain Advisors's XOM Position: Q1 2026 in Review

Sage Mountain Advisors reduced its ExxonMobil (XOM) stake by 95% in Q1 2026, selling an estimated $6.8M and leaving 2,435 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #148.

Sage Mountain Advisors first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.9M in Q4 2025. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Sage Mountain Advisors held 2,435 shares of ExxonMobil worth $413K as of Q1 2026.
  • Sage Mountain Advisors sold 46,586 ExxonMobil shares in Q1 2026, an estimated $6.8M.
  • ExxonMobil made up 0.03% of Sage Mountain Advisors's portfolio in Q1 2026, its #148 holding.
  • Sage Mountain Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's ExxonMobil position peaked at $5.9M in Q4 2025.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.