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Satovsky Asset Management’s ExxonMobil XOM Stock Holding History

Satovsky Asset Management’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 		$1.03M Buy
6,078
+18
+0.3% +$2.63K 0.18% 25
2025
Q4 		$729K Buy
6,060
+50
+0.8% +$5.8K 0.14% 26
2025
Q3 		$678K Buy
6,010
+51
+0.9% +$5.67K 0.14% 23
2025
Q2 		$642K Buy
5,959
+1,826
+44% +$195K 0.14% 24
2025
Q1 		$491K Sell
4,133
-121
-3% -$13.4K 0.11% 26
2024
Q4 		$458K Sell
4,254
-148
-3% -$17.3K 0.1% 25
2024
Q3 		$516K Buy
4,402
+170
+4% +$19.6K 0.12% 25
2024
Q2 		$487K Buy
+4,232
New +$493K 0.12% 24

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

Satovsky Asset Management's XOM Position: Q1 2026 in Review

Satovsky Asset Management increased its ExxonMobil (XOM) stake by 0.3% in Q1 2026, buying an estimated $2.63K and bringing the position to 6,078 shares worth $1.03M. The position accounts for 0.18% of the portfolio, ranked #25.

Satovsky Asset Management first reported a position in XOM in Q2 2024 and has held it in 8 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Satovsky Asset Management held 6,078 shares of ExxonMobil worth $1.03M as of Q1 2026.
  • Satovsky Asset Management bought 18 ExxonMobil shares in Q1 2026, an estimated $2.63K.
  • ExxonMobil made up 0.18% of Satovsky Asset Management's portfolio in Q1 2026, its #25 holding.
  • Satovsky Asset Management first reported a position in ExxonMobil in Q2 2024 and has held it in 8 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.