Advisors Asset 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
$9.59M Buy
56,538
+910
+2% +$133K 0.16% 164
2025
Q4
$6.69M Sell
55,628
-3,506
-6% -$407K 0.11% 232
2025
Q3
$6.67M Sell
59,134
-5,047
-8% -$561K 0.11% 239
2025
Q2
$6.92M Sell
64,181
-13,112
-17% -$1.4M 0.12% 210
2025
Q1
$9.19M Sell
77,293
-24,500
-24% -$2.71M 0.17% 135
2024
Q4
$10.9M Sell
101,793
-26,277
-21% -$3.07M 0.2% 106
2024
Q3
$15M Sell
128,070
-41,211
-24% -$4.76M 0.28% 60
2024
Q2
$19.5M Buy
169,281
+40,648
+32% +$4.73M 0.38% 43
2024
Q1
$15M Sell
128,633
-5,896
-4% -$617K 0.29% 62
2023
Q4
$13.5M Buy
134,529
+1,293
+1% +$136K 0.27% 71
2023
Q3
$15.7M Buy
133,236
+3,826
+3% +$420K 0.34% 52
2023
Q2
$13.9M Buy
129,410
+15,961
+14% +$1.74M 0.28% 64
2023
Q1
$12.4M Buy
113,449
+3,810
+3% +$421K 0.25% 75
2022
Q4
$12.1M Sell
109,639
-243
-0.2% -$26K 0.25% 82
2022
Q3
$9.59M Buy
109,882
+9,629
+10% +$879K 0.2% 102
2022
Q2
$8.59M Buy
100,253
+2,967
+3% +$268K 0.16% 130
2022
Q1
$8.04M Sell
97,286
-56,668
-37% -$4.4M 0.12% 170
2021
Q4
$9.42M Sell
153,954
-81,875
-35% -$5.12M 0.13% 152
2021
Q3
$13.9M Sell
235,829
-49,576
-17% -$2.83M 0.21% 95
2021
Q2
$18M Sell
285,405
-105,620
-27% -$6.31M 0.27% 65
2021
Q1
$21.8M Sell
391,025
-27,092
-6% -$1.42M 0.34% 46
2020
Q4
$17.2M Sell
418,117
-10,423
-2% -$391K 0.29% 56
2020
Q3
$14.7M Buy
428,540
+1,097
+0.3% +$44.8K 0.27% 60
2020
Q2
$19.1M Buy
427,443
+647
+0.2% +$29K 0.37% 46
2020
Q1
$16.2M Buy
426,796
+28,316
+7% +$1.56M 0.39% 49
2019
Q4
$27.8M Buy
398,480
+23,208
+6% +$1.6M 0.49% 29
2019
Q3
$26.5M Buy
375,272
+20,074
+6% +$1.45M 0.49% 29
2019
Q2
$27.2M Sell
355,198
-3,739
-1% -$289K 0.49% 28
2019
Q1
$29M Sell
358,937
-11,284
-3% -$860K 0.52% 25
2018
Q4
$25.2M Sell
370,221
-30,238
-8% -$2.37M 0.51% 26
2018
Q3
$34M Sell
400,459
-11,426
-3% -$934K 0.56% 18
2018
Q2
$34.1M Sell
411,885
-26,493
-6% -$2.11M 0.58% 15
2018
Q1
$33.2M Sell
438,378
-6,350
-1% -$508K 0.56% 20
2017
Q4
$37.2M Buy
444,728
+6,432
+1% +$532K 0.61% 17
2017
Q3
$35.9M Sell
438,296
-9,595
-2% -$762K 0.6% 14
2017
Q2
$36.2M Buy
447,891
+15,510
+4% +$1.27M 0.6% 16
2017
Q1
$35.5M Buy
432,381
+18,881
+5% +$1.58M 0.59% 15
2016
Q4
$37.3M Buy
413,500
+17,368
+4% +$1.52M 0.62% 10
2016
Q3
$34.6M Buy
396,132
+51,103
+15% +$4.53M 0.57% 12
2016
Q2
$32.3M Buy
345,029
+20,831
+6% +$1.84M 0.52% 13
2016
Q1
$27.1M Buy
324,198
+38,889
+14% +$3.11M 0.45% 25
2015
Q4
$22.2M Buy
285,309
+65,574
+30% +$5.24M 0.35% 44
2015
Q3
$16.3M Buy
219,735
+46,868
+27% +$3.61M 0.26% 91
2015
Q2
$14.4M Buy
172,867
+35,758
+26% +$3.07M 0.2% 139
2015
Q1
$11.7M Buy
137,109
+75,090
+121% +$6.66M 0.16% 173
2014
Q4
$5.73M Buy
62,019
+8,494
+16% +$792K 0.08% 312
2014
Q3
$5.03M Sell
53,525
-670
-1% -$66.7K 0.07% 335
2014
Q2
$5.46M Buy
54,195
+5,373
+11% +$542K 0.08% 313
2014
Q1
$4.77M Buy
48,822
+617
+1% +$58.8K 0.07% 326
2013
Q4
$4.88M Sell
48,205
-7,977
-14% -$738K 0.08% 316
2013
Q3
$4.83M Sell
56,182
-1,888
-3% -$170K 0.09% 294
2013
Q2
$5.25M Buy
+58,070
New +$5.23M 0.1% 270

Other funds holding XOM

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

Advisors Asset Management increased its ExxonMobil (XOM) stake by 1.6% in Q1 2026, buying an estimated $133K and bringing the position to 56,538 shares worth $9.59M. The position accounts for 0.16% of the portfolio, ranked #164.

Advisors Asset Management first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $37.3M in Q4 2016. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Advisors Asset Management held 56,538 shares of ExxonMobil worth $9.59M as of Q1 2026.
  • Advisors Asset Management bought 910 ExxonMobil shares in Q1 2026, an estimated $133K.
  • ExxonMobil made up 0.16% of Advisors Asset Management's portfolio in Q1 2026, its #164 holding.
  • Advisors Asset Management first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • Advisors Asset Management's ExxonMobil position peaked at $37.3M in Q4 2016.
  • 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.