Stifel Financial’s ExxonMobil XOM Stock Holding History

Stifel Financial’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	$633M	Sell	3,729,167 -263,056	-7%	-$38.4M	0.58%	30
2025 Q4	$480M	Sell	3,992,223 -28,288	-0.7%	-$3.28M	0.43%	42
2025 Q3	$453M	Sell	4,020,511 -186,364	-4%	-$20.7M	0.41%	47
2025 Q2	$454M	Buy	4,206,875 +273,624	+7%	+$29.2M	0.44%	49
2025 Q1	$468M	Sell	3,933,251 -50,733	-1%	-$5.61M	0.5%	46
2024 Q4	$429M	Buy	3,983,984 +106,403	+3%	+$12.4M	0.45%	52
2024 Q3	$455M	Buy	3,877,581 +120,639	+3%	+$13.9M	0.48%	45
2024 Q2	$433M	Buy	3,756,942 +589,208	+19%	+$68.6M	0.49%	46
2024 Q1	$368M	Buy	3,167,734 +142,861	+5%	+$14.9M	0.42%	58
2023 Q4	$302M	Sell	3,024,873 -43,101	-1%	-$4.53M	0.38%	68
2023 Q3	$361M	Sell	3,067,974 -51,041	-2%	-$5.6M	0.51%	47
2023 Q2	$335M	Sell	3,119,015 -22,296	-0.7%	-$2.43M	0.46%	54
2023 Q1	$344M	Sell	3,141,311 -79,302	-2%	-$8.77M	0.49%	50
2022 Q4	$355M	Sell	3,220,613 -108,691	-3%	-$11.6M	0.53%	42
2022 Q3	$291M	Sell	3,329,304 -45,324	-1%	-$4.14M	0.48%	46
2022 Q2	$289M	Buy	3,374,628 +288,152	+9%	+$26M	0.45%	52
2022 Q1	$255M	Sell	3,086,476 -317,003	-9%	-$24.6M	0.35%	69
2021 Q4	$208M	Sell	3,403,479 -131,090	-4%	-$8.19M	0.28%	88
2021 Q3	$208M	Sell	3,534,569 -87,996	-2%	-$5.01M	0.3%	81
2021 Q2	$229M	Sell	3,622,565 -2,643	-0.1%	-$158K	0.34%	70
2021 Q1	$202M	Buy	3,625,208 +123,487	+4%	+$6.47M	0.33%	82
2020 Q4	$144M	Sell	3,501,721 -366,996	-9%	-$13.8M	0.26%	96
2020 Q3	$133M	Sell	3,868,717 -157,124	-4%	-$6.42M	0.27%	92
2020 Q2	$180M	Sell	4,025,841 -109,165	-3%	-$4.9M	0.41%	64
2020 Q1	$157M	Buy	4,135,006 +663,684	+19%	+$36.6M	0.43%	61
2019 Q4	$242M	Buy	3,471,322 +145,936	+4%	+$10.1M	0.5%	43
2019 Q3	$235M	Buy	3,325,386 +70,358	+2%	+$5.09M	0.6%	28
2019 Q2	$250M	Buy	3,255,028 +90,752	+3%	+$7.03M	0.64%	25
2019 Q1	$256M	Sell	3,164,276 -79,566	-2%	-$6.07M	0.72%	19
2018 Q4	$221M	Buy	3,243,842 +45,668	+1%	+$3.58M	0.72%	20
2018 Q3	$272M	Sell	3,198,174 -103,514	-3%	-$8.46M	0.78%	18
2018 Q2	$273M	Sell	3,301,688 -22,444	-0.7%	-$1.79M	0.84%	13
2018 Q1	$248M	Sell	3,324,132 -204,287	-6%	-$16.3M	0.78%	13
2017 Q4	$295M	Sell	3,528,419 -245,894	-7%	-$20.3M	0.94%	8
2017 Q3	$309M	Sell	3,774,313 -55,503	-1%	-$4.41M	1.07%	6
2017 Q2	$309M	Sell	3,829,816 -53,366	-1%	-$4.37M	1.14%	6
2017 Q1	$318M	Buy	3,883,182 +149,642	+4%	+$12.5M	1.23%	6
2016 Q4	$337M	Sell	3,733,540 -7,562	-0.2%	-$661K	1.43%	5
2016 Q3	$326M	Sell	3,741,102 -36,593	-1%	-$3.25M	1.47%	3
2016 Q2	$354M	Buy	3,777,695 +124,484	+3%	+$11M	1.64%	3
2016 Q1	$305M	Buy	3,653,211 +150,277	+4%	+$12M	1.63%	2
2015 Q4	$273M	Sell	3,502,934 -2,157	-0.1%	-$172K	1.42%	2
2015 Q3	$261M	Buy	3,505,091 +200,706	+6%	+$15.5M	1.46%	2
2015 Q2	$275M	Buy	3,304,385 +133,379	+4%	+$11.5M	1.42%	3
2015 Q1	$270M	Buy	3,171,006 +115,119	+4%	+$10.2M	1.48%	2
2014 Q4	$282M	Buy	3,055,887 +2,167,487	+244%	+$202M	1.57%	2
2014 Q3	$83.6M	Buy	888,400 +40,140	+5%	+$4M	0.73%	13
2014 Q2	$85.4M	Buy	848,260 +80,937	+11%	+$8.16M	0.77%	11
2014 Q1	$75M	Buy	+767,323	New	+$73.1M	0.72%	14

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

Stifel Financial's XOM Position: Q1 2026 in Review

Stifel Financial reduced its ExxonMobil (XOM) stake by 6.6% in Q1 2026, selling an estimated $38.4M and leaving 3,729,167 shares worth $633M. The position accounts for 0.58% of the portfolio, ranked #30.

Stifel Financial first reported a position in XOM in Q1 2014 and has held it in 49 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Stifel Financial held 3,729,167 shares of ExxonMobil worth $633M as of Q1 2026.
Stifel Financial sold 263,056 ExxonMobil shares in Q1 2026, an estimated $38.4M.
ExxonMobil made up 0.58% of Stifel Financial's portfolio in Q1 2026, its #30 holding.
Stifel Financial first reported a position in ExxonMobil in Q1 2014 and has held it in 49 quarters since.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.