Zevin Asset Management’s ExxonMobil XOM Stock Holding History

Zevin Asset 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	$470K	Sell	2,769 -1,062	-28%	-$155K	0.07%	65
2025 Q4	$461K	Buy	3,831 +812	+27%	+$94.2K	0.06%	69
2025 Q3	$340K	Sell	3,019 -170	-5%	-$18.9K	0.05%	72
2025 Q2	$344K	Hold	3,189	–	–	0.05%	67
2025 Q1	$379K	Sell	3,189 -157	-5%	-$17.4K	0.06%	60
2024 Q4	$360K	Buy	3,346 +14	+0.4%	+$1.64K	0.05%	64
2024 Q3	$391K	Hold	3,332	–	–	0.06%	59
2024 Q2	$384K	Hold	3,332	–	–	0.06%	57
2024 Q1	$387K	Sell	3,332 -510	-13%	-$53.4K	0.06%	60
2023 Q4	$384K	Buy	3,842 +653	+20%	+$68.6K	0.07%	64
2023 Q3	$375K	Buy	3,189 +420	+15%	+$46.1K	0.08%	63
2023 Q2	$297K	Hold	2,769	–	–	0.06%	59
2023 Q1	$304K	Hold	2,769	–	–	0.06%	61
2022 Q4	$305K	Hold	2,769	–	–	0.07%	61
2022 Q3	$242K	Sell	2,769 -2,853	-51%	-$260K	0.06%	61
2022 Q2	$481K	Buy	5,622 +2,853	+103%	+$257K	0.11%	57
2022 Q1	$229K	Sell	2,769 -770	-22%	-$59.9K	0.04%	80
2021 Q4	$217K	Sell	3,539 -675	-16%	-$42.2K	0.04%	90
2021 Q3	$248K	Buy	4,214 +250	+6%	+$14.2K	0.05%	87
2021 Q2	$250K	Hold	3,964	–	–	0.05%	89
2021 Q1	$221K	Buy	+3,964	New	+$208K	0.05%	84
2020 Q1	–	Sell	-4,240	Closed	-$296K	–	93
2019 Q4	$296K	Hold	4,240	–	–	0.09%	74
2019 Q3	$299K	Sell	4,240 -148	-3%	-$10.7K	0.1%	79
2019 Q2	$336K	Sell	4,388 -4,820	-52%	-$373K	0.11%	79
2019 Q1	$744K	Buy	9,208 +465	+5%	+$35.5K	0.24%	55
2018 Q4	$596K	Buy	8,743 +141	+2%	+$11.1K	0.22%	61
2018 Q3	$731K	Hold	8,602	–	–	0.21%	62
2018 Q2	$712K	Sell	8,602 -200	-2%	-$15.9K	0.21%	64
2018 Q1	$657K	Sell	8,802 -5,201	-37%	-$416K	0.17%	71
2017 Q4	$1.17M	Sell	14,003 -6	-0%	-$496	0.27%	66
2017 Q3	$1.15M	Sell	14,009 -3,581	-20%	-$284K	0.27%	65
2017 Q2	$1.42M	Sell	17,590 -800	-4%	-$65.5K	0.36%	55
2017 Q1	$1.51M	Sell	18,390 -1,951	-10%	-$163K	0.38%	50
2016 Q4	$1.84M	Buy	20,341 +8,036	+65%	+$702K	0.48%	47
2016 Q3	$1.07M	Sell	12,305 -8,056	-40%	-$715K	0.35%	52
2016 Q2	$1.91M	Sell	20,361 -114	-0.6%	-$10.1K	0.53%	47
2016 Q1	$1.71M	Buy	20,475 +896	+5%	+$71.8K	0.48%	48
2015 Q4	$1.53M	Hold	19,579	–	–	0.4%	59
2015 Q3	$1.46M	Hold	19,579	–	–	0.43%	59
2015 Q2	$1.63M	Sell	19,579 -11	-0.1%	-$946	0.43%	62
2015 Q1	$1.67M	Sell	19,590 -889	-4%	-$78.8K	0.46%	63
2014 Q4	$1.89M	Sell	20,479 -1,300	-6%	-$121K	0.53%	62
2014 Q3	$2.05M	Hold	21,779	–	–	0.6%	55
2014 Q2	$2.19M	Hold	21,779	–	–	0.65%	48
2014 Q1	$2.13M	Sell	21,779 -1,797	-8%	-$171K	0.67%	48
2013 Q4	$2.39M	Sell	23,576 -10	-0%	-$925	0.67%	48
2013 Q3	$2.03M	Hold	23,586	–	–	0.62%	47
2013 Q2	$2.13M	Buy	+23,586	New	+$2.12M	0.74%	45

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

Zevin Asset Management's XOM Position: Q1 2026 in Review

Zevin Asset Management reduced its ExxonMobil (XOM) stake by 28% in Q1 2026, selling an estimated $155K and leaving 2,769 shares worth $470K. The position accounts for 0.07% of the portfolio, ranked #65.

Zevin Asset Management first reported a position in XOM in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.39M in Q4 2013. 4,763 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Zevin Asset Management held 2,769 shares of ExxonMobil worth $470K as of Q1 2026.
Zevin Asset Management sold 1,062 ExxonMobil shares in Q1 2026, an estimated $155K.
ExxonMobil made up 0.07% of Zevin Asset Management's portfolio in Q1 2026, its #65 holding.
Zevin Asset Management first reported a position in ExxonMobil in Q2 2013 and has held it in 48 quarters since.
Zevin Asset Management's ExxonMobil position peaked at $2.39M in Q4 2013.
4,763 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.