Winthrop Capital Management’s ExxonMobil XOM Stock Holding History

Winthrop Capital 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	$2.05M	Sell	12,058 -380	-3%	-$55.5K	0.53%	40
2025 Q4	$1.5M	Buy	12,438 +58	+0.5%	+$6.73K	0.35%	58
2025 Q3	$1.4M	Buy	12,380 +58	+0.5%	+$6.45K	0.34%	54
2025 Q2	$1.33M	Buy	12,322 +60	+0.5%	+$6.41K	0.34%	56
2025 Q1	$1.46M	Buy	12,262 +58	+0.5%	+$6.41K	0.4%	50
2024 Q4	$1.29M	Buy	12,204 +56	+0.5%	+$6.55K	0.34%	62
2024 Q3	$1.42M	Buy	12,148 +22	+0.2%	+$2.54K	0.68%	28
2024 Q2	$1.39M	Buy	12,126 +53	+0.4%	+$6.17K	0.7%	27
2024 Q1	$1.4M	Buy	12,073 +637	+6%	+$66.6K	0.65%	29
2023 Q4	$1.14M	Buy	+11,436	New	+$1.2M	0.37%	51

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

Winthrop Capital Management's XOM Position: Q1 2026 in Review

Winthrop Capital Management reduced its ExxonMobil (XOM) stake by 3.1% in Q1 2026, selling an estimated $55.5K and leaving 12,058 shares worth $2.05M. The position accounts for 0.53% of the portfolio, ranked #40.

Winthrop Capital Management first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Winthrop Capital Management held 12,058 shares of ExxonMobil worth $2.05M as of Q1 2026.
Winthrop Capital Management sold 380 ExxonMobil shares in Q1 2026, an estimated $55.5K.
ExxonMobil made up 0.53% of Winthrop Capital Management's portfolio in Q1 2026, its #40 holding.
Winthrop Capital Management first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.