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Stratos Investment Management’s ExxonMobil XOM Stock Holding History

Stratos Investment Management’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 		$6.4M Sell
37,711
-165
-0.4% -$24.1K 0.26% 83
2025
Q4 		$4.56M Buy
37,876
+4,183
+12% +$485K 0.18% 94
2025
Q3 		$3.8M Buy
33,693
+1,159
+4% +$129K 0.16% 97
2025
Q2 		$3.51M Sell
32,534
-10,216
-24% -$1.09M 0.16% 102
2025
Q1 		$5.08M Buy
42,750
+10,340
+32% +$1.14M 0.27% 81
2024
Q4 		$3.49M Sell
32,410
-2,045
-6% -$239K 0.21% 83
2024
Q3 		$4.04M Buy
34,455
+1,190
+4% +$137K 0.28% 77
2024
Q2 		$3.83M Buy
33,265
+1,752
+6% +$204K 0.32% 80
2024
Q1 		$3.66M Buy
31,513
+381
+1% +$39.9K 0.36% 75
2023
Q4 		$3.11M Buy
31,132
+2,990
+11% +$314K 0.37% 68
2023
Q3 		$3.31M Buy
28,142
+1,054
+4% +$116K 0.49% 57
2023
Q2 		$2.91M Buy
27,088
+15,735
+139% +$1.72M 0.45% 58
2023
Q1 		$1.25M Buy
11,353
+6,914
+156% +$765K 0.21% 86
2022
Q4 		$490K Buy
+4,439
New +$476K 0.09% 115
2021
Q4 		– Sell
-5,157
Closed -$303K – 241
2021
Q3 		$303K Buy
+5,157
New +$294K 0.05% 199
2020
Q1 		– Sell
-18,707
Closed -$1.3M – 123
2019
Q4 		$1.3M Buy
18,707
+3,797
+25% +$263K 0.61% 42
2019
Q3 		$1.05M Buy
14,910
+2,632
+21% +$190K 0.6% 44
2019
Q2 		$941K Buy
12,278
+1,231
+11% +$95.3K 0.59% 43
2019
Q1 		$893K Buy
+11,047
New +$842K 0.7% 40

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

Stratos Investment Management's XOM Position: Q1 2026 in Review

Stratos Investment Management reduced its ExxonMobil (XOM) stake by 0.44% in Q1 2026, selling an estimated $24.1K and leaving 37,711 shares worth $6.4M. The position accounts for 0.26% of the portfolio, ranked #83.

Stratos Investment Management first reported a position in XOM in Q1 2019 and has held it in 19 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Stratos Investment Management held 37,711 shares of ExxonMobil worth $6.4M as of Q1 2026.
  • Stratos Investment Management sold 165 ExxonMobil shares in Q1 2026, an estimated $24.1K.
  • ExxonMobil made up 0.26% of Stratos Investment Management's portfolio in Q1 2026, its #83 holding.
  • Stratos Investment Management first reported a position in ExxonMobil in Q1 2019 and has held it in 19 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.