Tilia Fiduciary Partners’s ExxonMobil XOM Stock Holding History

Tilia Fiduciary Partners’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	$644K	Buy	3,796 +675	+22%	+$98.5K	0.35%	69
2025 Q4	$376K	Buy	3,121 +95	+3%	+$11K	0.21%	88
2025 Q3	$341K	Sell	3,026 -1,141	-27%	-$127K	0.2%	91
2025 Q2	$449K	Buy	4,167 +53	+1%	+$5.67K	0.27%	78
2025 Q1	$489K	Buy	4,114 +102	+3%	+$11.3K	0.33%	75
2024 Q4	$432K	Sell	4,012 -330	-8%	-$38.6K	0.29%	77
2024 Q3	$509K	Sell	4,342 -250	-5%	-$28.9K	0.35%	69
2024 Q2	$529K	Sell	4,592 -151	-3%	-$17.6K	0.41%	62
2024 Q1	$551K	Buy	4,743 +211	+5%	+$22.1K	0.45%	62
2023 Q4	$453K	Sell	4,532 -43	-0.9%	-$4.52K	0.42%	70
2023 Q3	$538K	Sell	4,575 -145	-3%	-$15.9K	0.56%	59
2023 Q2	$506K	Buy	4,720 +106	+2%	+$11.6K	0.45%	61
2023 Q1	$506K	Sell	4,614 -44	-0.9%	-$4.87K	0.48%	63
2022 Q4	$514K	Buy	4,658 +6	+0.1%	+$643	0.49%	63
2022 Q3	$456K	Buy	4,652 +6	+0.1%	+$548	0.46%	67
2022 Q2	$393K	Buy	4,646 +823	+22%	+$74.2K	0.38%	70
2022 Q1	$316K	Buy	3,823 +305	+9%	+$23.7K	0.27%	83
2021 Q4	$215K	Buy	+3,518	New	+$220K	0.17%	101

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

Tilia Fiduciary Partners's XOM Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its ExxonMobil (XOM) stake by 22% in Q1 2026, buying an estimated $98.5K and bringing the position to 3,796 shares worth $644K. The position accounts for 0.35% of the portfolio, ranked #69.

Tilia Fiduciary Partners first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Tilia Fiduciary Partners held 3,796 shares of ExxonMobil worth $644K as of Q1 2026.
Tilia Fiduciary Partners bought 675 ExxonMobil shares in Q1 2026, an estimated $98.5K.
ExxonMobil made up 0.35% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #69 holding.
Tilia Fiduciary Partners first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.