Vontobel Holding’s ExxonMobil XOM Stock Holding History

Vontobel Holding’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
2025 Q3	–	Sell	-8,100	Closed	-$873K	–	1447
2025 Q2	$873K	Buy	+8,100	New	+$866K	﹤0.01%	726

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

Vontobel Holding's XOM Position: Q1 2026 in Review

Vontobel Holding increased its ExxonMobil (XOM) stake by 67% in Q1 2026, buying an estimated $26.7M and bringing the position to 456,064 shares worth $77.4M. The position accounts for 0.27% of the portfolio, ranked #80.

Vontobel Holding first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Vontobel Holding held 456,064 shares of ExxonMobil worth $77.4M as of Q1 2026.
Vontobel Holding bought 182,679 ExxonMobil shares in Q1 2026, an estimated $26.7M.
ExxonMobil made up 0.27% of Vontobel Holding's portfolio in Q1 2026, its #80 holding.
Vontobel Holding first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.