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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
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
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

Stokes Family Office's XOM Position: Q1 2026 in Review

Stokes Family Office reduced its ExxonMobil (XOM) stake by 5.9% in Q1 2026, selling an estimated $403K and leaving 44,264 shares worth $7.51M. The position accounts for 0.78% of the portfolio, ranked #38.

Stokes Family Office first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $32.6M in Q2 2024. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Stokes Family Office held 44,264 shares of ExxonMobil worth $7.51M as of Q1 2026.
  • Stokes Family Office sold 2,761 ExxonMobil shares in Q1 2026, an estimated $403K.
  • ExxonMobil made up 0.78% of Stokes Family Office's portfolio in Q1 2026, its #38 holding.
  • Stokes Family Office first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's ExxonMobil position peaked at $32.6M in Q2 2024.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.