Sendero Wealth Management’s ExxonMobil XOM Stock Holding History

Sendero Wealth 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	$11.2M	Sell	65,867 -513	-0.8%	-$74.9K	1.24%	12
2025 Q4	$7.99M	Buy	66,380 +438	+0.7%	+$50.8K	0.89%	21
2025 Q3	$7.43M	Sell	65,942 -9,884	-13%	-$1.1M	0.87%	22
2025 Q2	$8.17M	Sell	75,826 -2,363	-3%	-$253K	1.02%	18
2025 Q1	$9.3M	Buy	78,189 +14,572	+23%	+$1.61M	1.29%	15
2024 Q4	$6.84M	Buy	63,617 +49	+0.1%	+$5.73K	1.02%	25
2024 Q3	$7.45M	Sell	63,568 -175	-0.3%	-$20.2K	1.17%	23
2024 Q2	$7.34M	Buy	63,743 +595	+0.9%	+$69.3K	1.23%	16
2024 Q1	$7.34M	Buy	63,148 +248	+0.4%	+$25.9K	1.26%	18
2023 Q4	$6.29M	Sell	62,900 -5	-0%	-$526	1.19%	15
2023 Q3	$7.4M	Hold	62,905	–	–	1.59%	9
2023 Q2	$6.75M	Buy	+62,905	New	+$6.86M	1.47%	8

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

Sendero Wealth Management's XOM Position: Q1 2026 in Review

Sendero Wealth Management reduced its ExxonMobil (XOM) stake by 0.77% in Q1 2026, selling an estimated $74.9K and leaving 65,867 shares worth $11.2M. The position accounts for 1.24% of the portfolio, ranked #12.

Sendero Wealth Management first reported a position in XOM in Q2 2023 and has held it in 12 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Sendero Wealth Management held 65,867 shares of ExxonMobil worth $11.2M as of Q1 2026.
Sendero Wealth Management sold 513 ExxonMobil shares in Q1 2026, an estimated $74.9K.
ExxonMobil made up 1.24% of Sendero Wealth Management's portfolio in Q1 2026, its #12 holding.
Sendero Wealth Management first reported a position in ExxonMobil in Q2 2023 and has held it in 12 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.