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SevenBridge Financial Group’s ExxonMobil XOM Stock Holding History

SevenBridge Financial Group’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 		$9.01M Sell
60,265
-1,080
-2% -$158K 1.41% 14
2025
Q4 		$8.27M Buy
61,345
+390
+0.6% +$45.2K 1.33% 15
2025
Q3 		$7.2M Buy
60,955
+1,103
+2% +$123K 1.19% 19
2025
Q2 		$6.35M Buy
59,852
+550
+0.9% +$58.8K 1.12% 18
2025
Q1 		$6.47M Sell
59,302
-339
-0.6% -$37.5K 1.27% 14
2024
Q4 		$6.66M Buy
59,641
+1,382
+2% +$162K 1.26% 18
2024
Q3 		$7.02M Buy
58,259
+1,673
+3% +$193K 1.35% 15
2024
Q2 		$6.46M Buy
56,586
+2,105
+4% +$245K 1.43% 15
2024
Q1 		$6.32M Buy
54,481
+3,735
+7% +$391K 1.43% 15
2023
Q4 		$5.07M Buy
50,746
+3,646
+8% +$383K 1.2% 21
2023
Q3 		$5.54M Buy
47,100
+4,578
+11% +$502K 1.43% 20
2023
Q2 		$4.56M Buy
42,522
+929
+2% +$101K 1.18% 21
2023
Q1 		$4.56M Buy
41,593
+1,021
+3% +$113K 1.26% 19
2022
Q4 		$4.48M Buy
40,572
+1,623
+4% +$174K 1.31% 21
2022
Q3 		$3.4M Buy
38,949
+2,140
+6% +$195K 1.15% 23
2022
Q2 		$3.15M Buy
36,809
+707
+2% +$63.8K 1.27% 26
2022
Q1 		$2.98M Sell
36,102
-3,083
-8% -$240K 1.05% 28
2021
Q4 		$2.4M Buy
39,185
+1,756
+5% +$110K 0.73% 37
2021
Q3 		$2.2M Buy
37,429
+1,490
+4% +$84.9K 0.73% 39
2021
Q2 		$2.27M Buy
35,939
+5,787
+19% +$346K 0.74% 39
2021
Q1 		$1.68M Buy
30,152
+1,616
+6% +$84.7K 0.61% 49
2020
Q4 		$1.18M Buy
28,536
+9,281
+48% +$348K 0.46% 61
2020
Q3 		$661K Sell
19,255
-1,311
-6% -$53.6K 0.3% 82
2020
Q2 		$920K Sell
20,566
-513
-2% -$23K 0.46% 60
2020
Q1 		$800K Sell
21,079
-268
-1% -$14.8K 0.46% 59
2019
Q4 		$1.49M Sell
21,347
-387
-2% -$26.8K 0.39% 54
2019
Q3 		$1.53M Buy
21,734
+28
+0.1% +$2.02K 0.81% 42
2019
Q2 		$1.66M Buy
21,706
+510
+2% +$39.5K 0.6% 48
2019
Q1 		$1.71M Sell
21,196
-19
-0.1% -$1.45K 0.64% 45
2018
Q4 		$1.45M Sell
21,215
-5,150
-20% -$404K 0.89% 38
2018
Q3 		$2.24M Buy
26,365
+125
+0.5% +$10.2K 1.19% 26
2018
Q2 		$2.17M Buy
26,240
+2,298
+10% +$183K 1.21% 24
2018
Q1 		$1.79M Sell
23,942
-523
-2% -$41.8K 1.02% 33
2017
Q4 		$2.05M Sell
24,465
-763
-3% -$63.1K 1.13% 25
2017
Q3 		$2.07M Buy
25,228
+178
+0.7% +$14.1K 1.18% 20
2017
Q2 		$2.02M Buy
25,050
+940
+4% +$76.9K 1.23% 19
2017
Q1 		$2M Buy
24,110
+4,474
+23% +$374K 1.31% 17
2016
Q4 		$1.7M Hold
19,636
– – 1.23% 20
2016
Q3 		$1.7M Sell
19,636
-8,051
-29% -$714K 1.24% 20
2016
Q2 		$2.6M Buy
+27,687
New +$2.45M 1.82% 4

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

SevenBridge Financial Group's XOM Position: Q1 2026 in Review

SevenBridge Financial Group reduced its ExxonMobil (XOM) stake by 1.8% in Q1 2026, selling an estimated $158K and leaving 60,265 shares worth $9.01M. The position accounts for 1.41% of the portfolio, ranked #14.

SevenBridge Financial Group first reported a position in XOM in Q2 2016 and has held it in 40 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • SevenBridge Financial Group held 60,265 shares of ExxonMobil worth $9.01M as of Q1 2026.
  • SevenBridge Financial Group sold 1,080 ExxonMobil shares in Q1 2026, an estimated $158K.
  • ExxonMobil made up 1.41% of SevenBridge Financial Group's portfolio in Q1 2026, its #14 holding.
  • SevenBridge Financial Group first reported a position in ExxonMobil in Q2 2016 and has held it in 40 quarters since.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.