Whittier Trust’s ExxonMobil XOM Stock Holding History

Whittier Trust’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	$24.9M	Sell	152,645 -691	-0.5%	-$101K	0.28%	79
2025 Q4	$18.6M	Sell	153,336 -3,043	-2%	-$353K	0.2%	88
2025 Q3	$17.7M	Sell	156,379 -10,559	-6%	-$1.17M	0.2%	94
2025 Q2	$18M	Buy	166,938 +13,295	+9%	+$1.42M	0.22%	89
2025 Q1	$18.3M	Buy	153,643 +2,155	+1%	+$238K	0.25%	82
2024 Q4	$16.3M	Sell	151,488 -1,549	-1%	-$181K	0.21%	94
2024 Q3	$17.9M	Buy	153,037 +621	+0.4%	+$71.7K	0.24%	88
2024 Q2	$17.5M	Buy	152,416 +15,457	+11%	+$1.8M	0.25%	80
2024 Q1	$15.9M	Sell	136,959 -2,457	-2%	-$257K	0.23%	90
2023 Q4	$13.9M	Sell	139,416 -885	-0.6%	-$93K	0.23%	94
2023 Q3	$16.5M	Buy	140,301 +1,642	+1%	+$180K	0.29%	79
2023 Q2	$14.9M	Sell	138,659 -5,041	-4%	-$550K	0.26%	88
2023 Q1	$15.8M	Sell	143,700 -1,113	-0.8%	-$123K	0.29%	84
2022 Q4	$16M	Sell	144,813 -991	-0.7%	-$106K	0.31%	81
2022 Q3	$12.7M	Sell	145,804 -3,015	-2%	-$275K	0.27%	90
2022 Q2	$12.7M	Sell	148,819 -222	-0.1%	-$20K	0.26%	93
2022 Q1	$12.3M	Buy	149,041 +8,721	+6%	+$678K	0.21%	115
2021 Q4	$8.58M	Sell	140,320 -551	-0.4%	-$34.4K	0.14%	143
2021 Q3	$8.28M	Sell	140,871 -3,615	-3%	-$206K	0.15%	141
2021 Q2	$9.11M	Sell	144,486 -1,520	-1%	-$90.8K	0.16%	135
2021 Q1	$8.15M	Buy	+146,006	New	+$7.65M	0.16%	131
2020 Q4	–	Sell	-149,443	Closed	-$5.13M	–	1495
2020 Q3	$5.13M	Sell	149,443 -31,483	-17%	-$1.29M	0.12%	152
2020 Q2	$8.09M	Sell	180,926 -5,572	-3%	-$250K	0.22%	108
2020 Q1	$7.08M	Sell	186,498 -20,809	-10%	-$1.15M	0.23%	108
2019 Q4	$14.5M	Sell	207,307 -7,678	-4%	-$531K	0.38%	70
2019 Q3	$15.2M	Buy	214,985 +9,634	+5%	+$697K	0.43%	55
2019 Q2	$15.7M	Sell	205,351 -3,921	-2%	-$304K	0.46%	55
2019 Q1	$16.9M	Sell	209,272 -35,268	-14%	-$2.69M	0.52%	50
2018 Q4	$16.7M	Sell	244,540 -9,722	-4%	-$763K	0.57%	41
2018 Q3	$21.6M	Sell	254,262 -4,047	-2%	-$331K	0.67%	32
2018 Q2	$21.4M	Sell	258,309 -10,847	-4%	-$864K	0.71%	28
2018 Q1	$20.1M	Sell	269,156 -39,199	-13%	-$3.13M	0.67%	31
2017 Q4	$25.8M	Sell	308,355 -36,098	-10%	-$2.99M	0.9%	23
2017 Q3	$28.2M	Buy	344,453 +2,693	+0.8%	+$214K	1.03%	18
2017 Q2	$27.6M	Sell	341,760 -12,602	-4%	-$1.03M	1.07%	17
2017 Q1	$29.1M	Sell	354,362 -2,109	-0.6%	-$176K	1.17%	14
2016 Q4	$32.2M	Sell	356,471 -40,415	-10%	-$3.53M	1.37%	10
2016 Q3	$34.6M	Sell	396,886 -54,497	-12%	-$4.83M	1.51%	11
2016 Q2	$42.3M	Sell	451,383 -14,064	-3%	-$1.24M	1.86%	5
2016 Q1	$38.9M	Sell	465,447 -24,277	-5%	-$1.94M	1.72%	5
2015 Q4	$38.2M	Sell	489,724 -27,559	-5%	-$2.2M	1.73%	6
2015 Q3	$38.5M	Sell	517,283 -26,004	-5%	-$2M	1.87%	4
2015 Q2	$45.2M	Sell	543,287 -22,233	-4%	-$1.91M	2.01%	4
2015 Q1	$48.1M	Buy	565,520 +6,221	+1%	+$552K	2.2%	4
2014 Q4	$51.7M	Sell	559,299 -4,639	-0.8%	-$433K	2.46%	2
2014 Q3	$53M	Buy	563,938 +1,895	+0.3%	+$189K	2.58%	2
2014 Q2	$56.6M	Sell	562,043 -4,808	-0.8%	-$485K	2.79%	2
2014 Q1	$55.4M	Sell	566,851 -18,402	-3%	-$1.75M	2.84%	2
2013 Q4	$59.2M	Sell	585,253 -19,207	-3%	-$1.78M	3.04%	2
2013 Q3	$52M	Sell	604,460 -6,281	-1%	-$566K	2.81%	2
2013 Q2	$55.2M	Buy	+610,741	New	+$55M	3.09%	2

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

Whittier Trust's XOM Position: Q1 2026 in Review

Whittier Trust reduced its ExxonMobil (XOM) stake by 0.45% in Q1 2026, selling an estimated $101K and leaving 152,645 shares worth $24.9M. The position accounts for 0.28% of the portfolio, ranked #79.

Whittier Trust first reported a position in XOM in Q2 2013 and has held it in 51 quarters since. The position peaked at $59.2M in Q4 2013. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Whittier Trust held 152,645 shares of ExxonMobil worth $24.9M as of Q1 2026.
Whittier Trust sold 691 ExxonMobil shares in Q1 2026, an estimated $101K.
ExxonMobil made up 0.28% of Whittier Trust's portfolio in Q1 2026, its #79 holding.
Whittier Trust first reported a position in ExxonMobil in Q2 2013 and has held it in 51 quarters since.
Whittier Trust's ExxonMobil position peaked at $59.2M in Q4 2013.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.