Advisors 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
$13M Sell
76,593
-5,286
-6% -$771K 0.15% 150
2025
Q4
$9.85M Sell
81,879
-17,832
-18% -$2.07M 0.12% 172
2025
Q3
$11.2M Buy
99,711
+1,222
+1% +$136K 0.14% 155
2025
Q2
$10.6M Sell
98,489
-8,089
-8% -$865K 0.15% 148
2025
Q1
$12.7M Buy
106,578
+2,600
+3% +$288K 0.2% 132
2024
Q4
$11.2M Sell
103,978
-2,075
-2% -$243K 0.18% 136
2024
Q3
$12.4M Sell
106,053
-408
-0.4% -$47.1K 0.2% 135
2024
Q2
$12.3M Sell
106,461
-1,741
-2% -$203K 0.21% 132
2024
Q1
$12.6M Buy
108,202
+37,185
+52% +$3.89M 0.23% 124
2023
Q4
$7.1M Buy
71,017
+39,621
+126% +$4.16M 0.14% 147
2023
Q3
$3.69M Buy
31,396
+6,209
+25% +$681K 0.09% 176
2023
Q2
$2.7M Buy
25,187
+223
+0.9% +$24.3K 0.06% 197
2023
Q1
$2.74M Buy
24,964
+4,179
+20% +$462K 0.07% 195
2022
Q4
$2.29M Buy
20,785
+436
+2% +$46.7K 0.06% 205
2022
Q3
$2.31M Buy
20,349
+2,794
+16% +$255K 0.06% 209
2022
Q2
$1.5M Buy
17,555
+2,774
+19% +$250K 0.05% 229
2022
Q1
$1.22M Buy
14,781
+1,808
+14% +$141K 0.03% 231
2021
Q4
$794K Sell
12,973
-3,696
-22% -$231K 0.02% 283
2021
Q3
$981K Buy
16,669
+6,520
+64% +$372K 0.03% 238
2021
Q2
$640K Buy
10,149
+680
+7% +$40.6K 0.02% 268
2021
Q1
$528K Buy
9,469
+574
+6% +$30.1K 0.02% 269
2020
Q4
$366K Sell
8,895
-1,062
-11% -$39.8K 0.01% 279
2020
Q3
$342K Sell
9,957
-1,581
-14% -$64.6K 0.02% 263
2020
Q2
$516K Sell
11,538
-2,383
-17% -$107K 0.03% 216
2020
Q1
$529K Sell
13,921
-155,334
-92% -$8.58M 0.03% 199
2019
Q4
$11.8M Sell
169,255
-4,159
-2% -$288K 0.55% 69
2019
Q3
$12.2M Buy
173,414
+31,788
+22% +$2.3M 0.67% 57
2019
Q2
$10.9M Buy
141,626
+20,778
+17% +$1.61M 0.65% 59
2019
Q1
$9.88M Buy
120,848
+7,896
+7% +$602K 0.62% 64
2018
Q4
$7.7M Buy
112,952
+1,764
+2% +$138K 0.56% 71
2018
Q3
$9.45M Buy
111,188
+1,377
+1% +$113K 0.62% 64
2018
Q2
$9.09M Buy
109,811
+10,496
+11% +$836K 0.63% 66
2018
Q1
$7.41M Buy
99,315
+17,255
+21% +$1.38M 0.56% 70
2017
Q4
$6.86M Buy
82,060
+8,615
+12% +$713K 0.54% 67
2017
Q3
$6.02M Buy
73,445
+11,405
+18% +$906K 0.49% 69
2017
Q2
$5.01M Buy
62,040
+6,899
+13% +$564K 0.41% 78
2017
Q1
$4.52M Buy
55,141
+5,432
+11% +$454K 0.39% 84
2016
Q4
$4.49M Buy
49,709
+6,050
+14% +$529K 0.43% 76
2016
Q3
$3.81M Buy
+43,659
New +$3.87M 0.37% 87
2015
Q3
Sell
-5,618
Closed -$467K 165
2015
Q2
$467K Buy
5,618
+1,500
+36% +$129K 0.05% 149
2015
Q1
$350K Sell
4,118
-159
-4% -$14.1K 0.04% 151
2014
Q4
$395K Hold
4,277
0.05% 149
2014
Q3
$402K Hold
4,277
0.05% 150
2014
Q2
$431K Buy
+4,277
New +$431K 0.06% 146
2014
Q1
Sell
-7,883
Closed -$798K 157
2013
Q4
$798K Sell
7,883
-706
-8% -$65.3K 0.13% 140
2013
Q3
$739K Buy
8,589
+1,183
+16% +$107K 0.15% 127
2013
Q2
$669K Buy
+7,406
New +$666K 0.15% 133

Other funds holding XOM

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

Advisors Capital Management reduced its ExxonMobil (XOM) stake by 6.5% in Q1 2026, selling an estimated $771K and leaving 76,593 shares worth $13M. The position accounts for 0.15% of the portfolio, ranked #150.

Advisors Capital Management first reported a position in XOM in Q2 2013 and has held it in 47 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Advisors Capital Management held 76,593 shares of ExxonMobil worth $13M as of Q1 2026.
  • Advisors Capital Management sold 5,286 ExxonMobil shares in Q1 2026, an estimated $771K.
  • ExxonMobil made up 0.15% of Advisors Capital Management's portfolio in Q1 2026, its #150 holding.
  • Advisors Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 47 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.