Stokes Family Office’s ExxonMobil XOM Stock Holding History

Stokes Family Office’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 Q2	$3.9M	Sell	28,538 -15,726	-36%	-$2.35M	0.46%	60
2026 Q1	$7.51M	Sell	44,264 -2,761	-6%	-$403K	0.78%	38
2025 Q4	$5.66M	Sell	47,025 -107,577	-70%	-$12.5M	0.52%	50
2025 Q3	$17.4M	Sell	154,602 -13,062	-8%	-$1.45M	1.66%	14
2025 Q2	$18.1M	Sell	167,664 -472	-0.3%	-$50.5K	1.9%	12
2025 Q1	$20M	Sell	168,136 -82,246	-33%	-$9.1M	2.25%	8
2024 Q4	$26.9M	Sell	250,382 -10,034	-4%	-$1.17M	2.88%	6
2024 Q3	$30.5M	Sell	260,416 -22,941	-8%	-$2.65M	3.34%	6
2024 Q2	$32.6M	Buy	283,357 +237,612	+519%	+$27.7M	3.83%	3
2024 Q1	$5.32M	Buy	45,745 +352	+0.8%	+$36.8K	0.66%	36
2023 Q4	$4.54M	Sell	45,393 -11,664	-20%	-$1.23M	0.61%	40
2023 Q3	$6.71M	Sell	57,057 -617	-1%	-$67.7K	0.79%	28
2023 Q2	$6.19M	Buy	57,674 +64	+0.1%	+$6.98K	0.71%	26
2023 Q1	$6.32M	Buy	57,610 +15,693	+37%	+$1.74M	0.79%	25
2022 Q4	$4.62M	Buy	41,917 +1,806	+5%	+$194K	0.6%	40
2022 Q3	$3.5M	Buy	40,111 +3,094	+8%	+$282K	0.5%	48
2022 Q2	$3.17M	Buy	37,017 +543	+1%	+$49K	0.43%	56
2022 Q1	$3.01M	Buy	36,474 +704	+2%	+$54.7K	0.4%	57
2021 Q4	$2.19M	Sell	35,770 -4,005	-10%	-$250K	0.27%	68
2021 Q3	$2.34M	Buy	39,775 +1,493	+4%	+$85.1K	0.32%	67
2021 Q2	$2.42M	Buy	38,282 +673	+2%	+$40.2K	0.34%	64
2021 Q1	$2.1M	Sell	37,609 -2,540	-6%	-$133K	0.33%	62
2020 Q4	$1.66M	Sell	40,149 -1,948	-5%	-$73K	0.33%	64
2020 Q3	$1.45M	Sell	42,097 -13,375	-24%	-$547K	0.33%	65
2020 Q2	$2.48M	Sell	55,472 -8,722	-14%	-$391K	0.63%	45
2020 Q1	$2.44M	Sell	64,194 -3,553	-5%	-$196K	0.65%	40
2019 Q4	$4.73M	Buy	+67,747	New	+$4.68M	1.05%	24

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stokes Family Office's XOM Position: Q2 2026 in Review

Stokes Family Office reduced its ExxonMobil (XOM) stake by 36% in Q2 2026, selling an estimated $2.35M and leaving 28,538 shares worth $3.9M. The position accounts for 0.46% of the portfolio, ranked #60.

Stokes Family Office first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $32.6M in Q2 2024. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Stokes Family Office held 28,538 shares of ExxonMobil worth $3.9M as of Q2 2026.
Stokes Family Office sold 15,726 ExxonMobil shares in Q2 2026, an estimated $2.35M.
ExxonMobil made up 0.46% of Stokes Family Office's portfolio in Q2 2026, its #60 holding.
Stokes Family Office first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
Stokes Family Office's ExxonMobil position peaked at $32.6M in Q2 2024.
4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.