Advance Capital Management’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.03M Sell
11,989
-253
-2% -$36.9K 0.08% 45
2025
Q4
$1.47M Sell
12,242
-880
-7% -$102K 0.06% 50
2025
Q3
$1.48M Buy
13,122
+603
+5% +$67K 0.06% 47
2025
Q2
$1.35M Buy
12,519
+370
+3% +$39.6K 0.06% 50
2025
Q1
$1.44M Buy
12,149
+534
+5% +$59.1K 0.07% 43
2024
Q4
$1.25M Buy
11,615
+114
+1% +$13.3K 0.06% 44
2024
Q3
$1.35M Sell
11,501
-40
-0.3% -$4.62K 0.06% 42
2024
Q2
$1.33M Sell
11,541
-91
-0.8% -$10.6K 0.06% 41
2024
Q1
$1.35M Buy
11,632
+598
+5% +$62.6K 0.09% 37
2023
Q4
$1.1M Buy
11,034
+5,814
+111% +$611K 0.09% 33
2023
Q3
$614K Buy
5,220
+207
+4% +$22.7K 0.06% 49
2023
Q2
$538K Sell
5,013
-333
-6% -$36.3K 0.06% 56
2023
Q1
$586K Sell
5,346
-657
-11% -$72.7K 0.1% 50
2022
Q4
$662K Buy
6,003
+300
+5% +$32.1K 0.09% 42
2022
Q3
$498K Buy
5,703
+4
+0.1% +$365 0.06% 45
2022
Q2
$488K Sell
5,699
-293
-5% -$26.4K 0.06% 43
2022
Q1
$495K Sell
5,992
-410
-6% -$31.9K 0.06% 47
2021
Q4
$392K Buy
+6,402
New +$400K 0.08% 53

Other funds holding XOM

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

Advance Capital Management reduced its ExxonMobil (XOM) stake by 2.1% in Q1 2026, selling an estimated $36.9K and leaving 11,989 shares worth $2.03M. The position accounts for 0.08% of the portfolio, ranked #45.

Advance Capital Management first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Advance Capital Management held 11,989 shares of ExxonMobil worth $2.03M as of Q1 2026.
  • Advance Capital Management sold 253 ExxonMobil shares in Q1 2026, an estimated $36.9K.
  • ExxonMobil made up 0.08% of Advance Capital Management's portfolio in Q1 2026, its #45 holding.
  • Advance Capital Management first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.