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Williams Jones Wealth Management’s ExxonMobil XOM Stock Holding History

Williams Jones Wealth 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 		$53M Sell
312,428
-5,231
-2% -$763K 0.65% 45
2025
Q4 		$38.2M Sell
317,659
-1,856
-0.6% -$215K 0.43% 53
2025
Q3 		$36M Buy
319,515
+410
+0.1% +$45.6K 0.41% 54
2025
Q2 		$34.4M Sell
319,105
-7,412
-2% -$792K 0.41% 52
2025
Q1 		$38.8M Sell
326,517
-2,379
-0.7% -$263K 0.5% 46
2024
Q4 		$35.4M Sell
328,896
-1,448
-0.4% -$169K 0.43% 49
2024
Q3 		$38.7M Sell
330,344
-1,679
-0.5% -$194K 0.45% 45
2024
Q2 		$38.2M Buy
332,023
+2,470
+0.7% +$288K 0.47% 45
2024
Q1 		$38.3M Sell
329,553
-3,754
-1% -$393K 0.49% 47
2023
Q4 		$33.3M Sell
333,307
-7,579
-2% -$797K 0.47% 45
2023
Q3 		$40.1M Sell
340,886
-2,216
-0.6% -$243K 0.62% 40
2023
Q2 		$36.8M Sell
343,102
-26,678
-7% -$2.91M 0.55% 43
2023
Q1 		$40.6M Buy
369,780
+566
+0.2% +$62.6K 0.64% 36
2022
Q4 		$40.7M Sell
369,214
-6,703
-2% -$718K 0.68% 35
2022
Q3 		$32.8M Buy
375,917
+13,211
+4% +$1.21M 0.57% 39
2022
Q2 		$31.1M Buy
362,706
+97,738
+37% +$8.82M 0.5% 42
2022
Q1 		$21.9M Buy
264,968
+51,875
+24% +$4.03M 0.3% 63
2021
Q4 		$13M Buy
213,093
+19,886
+10% +$1.24M 0.16% 86
2021
Q3 		$11.4M Sell
193,207
-8,799
-4% -$501K 0.16% 91
2021
Q2 		$12.7M Buy
202,006
+2,093
+1% +$125K 0.18% 88
2021
Q1 		$11.2M Buy
199,913
+11,974
+6% +$628K 0.17% 88
2020
Q4 		$7.75M Sell
187,939
-6,795
-3% -$255K 0.13% 98
2020
Q3 		$6.68M Sell
194,734
-17,536
-8% -$717K 0.12% 98
2020
Q2 		$9.49M Sell
212,270
-14,436
-6% -$647K 0.19% 81
2020
Q1 		$8.61M Sell
226,706
-12,495
-5% -$690K 0.22% 73
2019
Q4 		$16.7M Sell
239,201
-11,258
-4% -$778K 0.32% 66
2019
Q3 		$17.7M Buy
+250,459
New +$18.1M 0.36% 62

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

Williams Jones Wealth Management's XOM Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its ExxonMobil (XOM) stake by 1.6% in Q1 2026, selling an estimated $763K and leaving 312,428 shares worth $53M. The position accounts for 0.65% of the portfolio, ranked #45.

Williams Jones Wealth Management first reported a position in XOM in Q3 2019 and has held it in 27 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Williams Jones Wealth Management held 312,428 shares of ExxonMobil worth $53M as of Q1 2026.
  • Williams Jones Wealth Management sold 5,231 ExxonMobil shares in Q1 2026, an estimated $763K.
  • ExxonMobil made up 0.65% of Williams Jones Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Williams Jones Wealth Management first reported a position in ExxonMobil in Q3 2019 and has held it in 27 quarters since.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.