Stonehage Fleming Financial Services’s ExxonMobil XOM Stock Holding History

Stonehage Fleming Financial Services’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	$1.54M	Buy	9,058 +6,900	+320%	+$1.01M	0.06%	57
2025 Q4	$260K	Hold	2,158	–	–	0.01%	128
2025 Q3	$243K	Hold	2,158	–	–	0.01%	128
2025 Q2	$233K	Hold	2,158	–	–	0.01%	132
2025 Q1	$257K	Hold	2,158	–	–	0.01%	115
2024 Q4	$232K	Hold	2,158	–	–	0.01%	129
2024 Q3	$253K	Hold	2,158	–	–	0.01%	125
2024 Q2	$248K	Sell	2,158 -5,933	-73%	-$691K	0.01%	123
2024 Q1	$887K	Sell	8,091 -1,453	-15%	-$152K	0.06%	45
2023 Q4	$954K	Sell	9,544 -170	-2%	-$17.9K	0.03%	62
2023 Q3	$1.14M	Buy	9,714 +1,623	+20%	+$178K	0.1%	63
2023 Q2	$868K	Hold	8,091	–	–	0.03%	68
2023 Q1	$887K	Hold	8,091	–	–	0.06%	45
2022 Q4	$892K	Hold	8,091	–	–	0.07%	46
2022 Q3	$705K	Hold	8,091	–	–	0.05%	57
2022 Q2	$692K	Buy	8,091 +6,731	+495%	+$607K	0.03%	93
2022 Q1	$112K	Hold	1,360	–	–	﹤0.01%	162
2021 Q4	$83K	Hold	1,360	–	–	﹤0.01%	183
2021 Q3	$80K	Hold	1,360	–	–	﹤0.01%	181
2021 Q2	$86K	Buy	+1,360	New	+$81.2K	﹤0.01%	162
2020 Q4	–	Sell	-6,975	Closed	-$239K	–	189
2020 Q3	$239K	Buy	+6,975	New	+$285K	0.01%	124
2016 Q2	–	Sell	-320	Closed	-$27K	–	307
2016 Q1	$27K	Buy	+320	New	+$25.6K	﹤0.01%	277
2015 Q3	–	Sell	-1,026	Closed	-$85K	–	150
2015 Q2	$85K	Hold	1,026	–	–	0.01%	116
2015 Q1	$87K	Sell	1,026 -809	-44%	-$71.7K	0.01%	122
2014 Q4	$170K	Buy	+1,835	New	+$171K	0.02%	113

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

Stonehage Fleming Financial Services's XOM Position: Q1 2026 in Review

Stonehage Fleming Financial Services increased its ExxonMobil (XOM) stake by 320% in Q1 2026, buying an estimated $1.01M and bringing the position to 9,058 shares worth $1.54M. The position accounts for 0.06% of the portfolio, ranked #57.

Stonehage Fleming Financial Services first reported a position in XOM in Q4 2014 and has held it in 25 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Stonehage Fleming Financial Services held 9,058 shares of ExxonMobil worth $1.54M as of Q1 2026.
Stonehage Fleming Financial Services bought 6,900 ExxonMobil shares in Q1 2026, an estimated $1.01M.
ExxonMobil made up 0.06% of Stonehage Fleming Financial Services's portfolio in Q1 2026, its #57 holding.
Stonehage Fleming Financial Services first reported a position in ExxonMobil in Q4 2014 and has held it in 25 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2026, filed 13 May 2026.