UBS Group’s ExxonMobil XOM Stock Holding History

UBS Group’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	$514M	Buy	3,032,018 +1,923,164	+173%	+$281M	0.08%	263
2025 Q4	$133M	Sell	1,108,854 -48,250	-4%	-$5.6M	0.02%	810
2025 Q3	$130M	Sell	1,157,104 -232,130	-17%	-$25.8M	0.02%	844
2025 Q2	$150M	Buy	1,389,234 +132,192	+11%	+$14.1M	0.03%	691
2025 Q1	$150M	Buy	1,257,042 +69,094	+6%	+$7.64M	0.03%	671
2024 Q4	$128M	Sell	1,187,948 -203,050	-15%	-$23.8M	0.02%	757
2024 Q3	$163M	Buy	1,390,998 +305,768	+28%	+$35.3M	0.04%	495
2024 Q2	$125M	Buy	1,085,230 +195,358	+22%	+$22.8M	0.03%	536
2024 Q1	$103M	Sell	889,872 -149,936	-14%	-$15.7M	0.03%	627
2023 Q4	$104M	Buy	1,039,808 +83,108	+9%	+$8.73M	0.03%	558
2023 Q3	$112M	Buy	956,700 +181,000	+23%	+$19.9M	0.04%	459
2023 Q2	$83.2M	Sell	775,700 -57,400	-7%	-$6.26M	0.03%	571
2023 Q1	$91.4M	Sell	833,100 -158,000	-16%	-$17.5M	0.03%	495
2022 Q4	$109M	Buy	991,100 +24,800	+3%	+$2.66M	0.04%	455
2022 Q3	$84.4M	Buy	966,300 +72,452	+8%	+$6.61M	0.04%	487
2022 Q2	$76.5M	Buy	893,848 +135,997	+18%	+$12.3M	0.03%	538
2022 Q1	$62.6M	Buy	757,851 +284,251	+60%	+$22.1M	0.02%	729
2021 Q4	$29M	Sell	473,600 -12,250	-3%	-$766K	0.01%	1315
2021 Q3	$28.6M	Buy	485,850 +163,013	+50%	+$9.29M	0.01%	1221
2021 Q2	$20.4M	Sell	322,837 -1,155,540	-78%	-$69M	0.01%	1481
2021 Q1	$82.5M	Buy	1,478,377 +734,877	+99%	+$38.5M	0.03%	592
2020 Q4	$30.6M	Buy	743,500 +288,500	+63%	+$10.8M	0.01%	1072
2020 Q3	$15.6M	Sell	455,000 -7,100	-2%	-$290K	0.01%	1345
2020 Q2	$20.7M	Sell	462,100 -366,200	-44%	-$16.4M	0.01%	1056
2020 Q1	$31.5M	Buy	828,300 +202,800	+32%	+$11.2M	0.01%	762
2019 Q4	$43.6M	Buy	625,500 +257,200	+70%	+$17.8M	0.02%	851
2019 Q3	$26M	Buy	368,300 +66,500	+22%	+$4.81M	0.01%	1066
2019 Q2	$23.1M	Buy	301,800 +123,320	+69%	+$9.55M	0.01%	1122
2019 Q1	$14.4M	Sell	178,480 -656,520	-79%	-$50.1M	0.01%	1386
2018 Q4	$56.9M	Buy	835,000 +7,600	+0.9%	+$596K	0.03%	542
2018 Q3	$70.3M	Sell	827,400 -360,500	-30%	-$29.5M	0.03%	530
2018 Q2	$98.3M	Sell	1,187,900 -73,900	-6%	-$5.89M	0.04%	406
2018 Q1	$94.1M	Sell	1,261,800 -426,300	-25%	-$34.1M	0.04%	404
2017 Q4	$141M	Buy	1,688,100 +94,100	+6%	+$7.78M	0.06%	316
2017 Q3	$131M	Buy	1,594,000 +1,032,600	+184%	+$82M	0.06%	308
2017 Q2	$45.3M	Buy	561,400 +509,600	+984%	+$41.7M	0.02%	602
2017 Q1	$4.25M	Sell	51,800 -834,028	-94%	-$69.7M	﹤0.01%	2229
2016 Q4	$80M	Buy	885,828 +524,028	+145%	+$45.8M	0.04%	392
2016 Q3	$31.6M	Sell	361,800 -137,100	-27%	-$12.2M	0.02%	707
2016 Q2	$46.8M	Buy	498,900 +99,300	+25%	+$8.78M	0.03%	524
2016 Q1	$33.4M	Sell	399,600 -2,096,000	-84%	-$168M	0.02%	617
2015 Q4	$195M	Sell	2,495,600 -107,300	-4%	-$8.58M	0.13%	183
2015 Q3	$194M	Buy	2,602,900 +1,989,900	+325%	+$153M	0.14%	164
2015 Q2	$51M	Sell	613,000 -176,100	-22%	-$15.1M	0.03%	511
2015 Q1	$67.1M	Buy	789,100 +23,400	+3%	+$2.07M	0.05%	420
2014 Q4	$70.8M	Buy	+765,700	New	+$71.4M	0.05%	398

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

UBS Group's XOM Position: Q1 2026 in Review

UBS Group increased its ExxonMobil (XOM) stake by 6.7% in Q1 2026, buying an estimated $148M and bringing the position to 16,122,823 shares worth $2.74B. The position accounts for 0.41% of the portfolio, ranked #29.

UBS Group first reported a position in XOM in Q4 2014 and has held it in 46 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

UBS Group held 16,122,823 shares of ExxonMobil worth $2.74B as of Q1 2026.
UBS Group bought 1,013,392 ExxonMobil shares in Q1 2026, an estimated $148M.
ExxonMobil made up 0.41% of UBS Group's portfolio in Q1 2026, its #29 holding.
UBS Group first reported a position in ExxonMobil in Q4 2014 and has held it in 46 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.