Advisors Management Group’s ExxonMobil XOM Stock Holding History

Advisors Management Group’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	$3.33M	Sell	19,600 -6,720	-26%	-$981K	0.61%	43
2025 Q4	$3.17M	Sell	26,320 -1,783	-6%	-$207K	0.58%	49
2025 Q3	$3.17M	Buy	28,103 +1,351	+5%	+$150K	0.56%	54
2025 Q2	$2.88M	Buy	26,752 +119	+0.4%	+$12.7K	0.54%	54
2025 Q1	$3.17M	Buy	26,633 +252	+1%	+$27.9K	0.69%	46
2024 Q4	$2.84M	Buy	26,381 +163	+0.6%	+$19.1K	0.67%	48
2024 Q3	$3.07M	Buy	26,218 +1,342	+5%	+$155K	0.73%	46
2024 Q2	$2.86M	Buy	24,876 +1,645	+7%	+$192K	0.72%	47
2024 Q1	$2.7M	Sell	23,231 -1,116	-5%	-$117K	0.67%	48
2023 Q4	$2.43M	Buy	24,347 +2,473	+11%	+$260K	0.66%	51
2023 Q3	$2.57M	Sell	21,874 -126	-0.6%	-$13.8K	0.78%	44
2023 Q2	$2.36M	Buy	22,000 +226	+1%	+$24.7K	0.7%	48
2023 Q1	$2.39M	Sell	21,774 -1,134	-5%	-$125K	0.76%	46
2022 Q4	$2.53M	Sell	22,908 -16	-0.1%	-$1.71K	0.95%	39
2022 Q3	$2M	Sell	22,924 -4,208	-16%	-$384K	0.8%	45
2022 Q2	$2.32M	Sell	27,132 -152	-0.6%	-$13.7K	0.81%	45
2022 Q1	$2.25M	Buy	27,284 +144	+0.5%	+$11.2K	0.76%	45
2021 Q4	$1.66M	Buy	27,140 +2	+0%	+$125	0.5%	53
2021 Q3	$1.6M	Sell	27,138 -26	-0.1%	-$1.48K	0.5%	52
2021 Q2	$1.71M	Buy	27,164 +1,763	+7%	+$105K	0.51%	54
2021 Q1	$1.42M	Buy	25,401 +165	+0.7%	+$8.65K	0.45%	55
2020 Q4	$1.04M	Buy	25,236 +2,724	+12%	+$102K	0.42%	53
2020 Q3	$773K	Buy	22,512 +83	+0.4%	+$3.39K	0.32%	59
2020 Q2	$1M	Sell	22,429 -107	-0.5%	-$4.8K	0.45%	53
2020 Q1	$856K	Buy	22,536 +11,907	+112%	+$657K	0.41%	51
2019 Q4	$742K	Buy	10,629 +811	+8%	+$56.1K	0.29%	56
2019 Q3	$693K	Buy	9,818 +34	+0.3%	+$2.46K	0.29%	56
2019 Q2	$750K	Buy	9,784 +195	+2%	+$15.1K	0.33%	52
2019 Q1	$775K	Buy	9,589 +29	+0.3%	+$2.21K	0.35%	53
2018 Q4	$652K	Buy	9,560 +69	+0.7%	+$5.41K	0.34%	51
2018 Q3	$807K	Buy	9,491 +27	+0.3%	+$2.21K	0.37%	53
2018 Q2	$783K	Buy	9,464 +27	+0.3%	+$2.15K	0.37%	52
2018 Q1	$687K	Sell	9,437 -273	-3%	-$21.8K	0.35%	54
2017 Q4	$812K	Buy	9,710 +262	+3%	+$21.7K	0.42%	51
2017 Q3	$775K	Sell	9,448 -124	-1%	-$9.85K	0.41%	50
2017 Q2	$773K	Buy	9,572 +2,643	+38%	+$216K	0.43%	50
2017 Q1	$568K	Sell	6,929 -1	-0%	-$84	0.36%	46
2016 Q4	$626K	Sell	6,930 -2,540	-27%	-$222K	0.43%	45
2016 Q3	$827K	Hold	9,470	–	–	0.55%	44
2016 Q2	$888K	Hold	9,470	–	–	0.62%	44
2016 Q1	$792K	Buy	9,470 +53	+0.6%	+$4.25K	0.58%	44
2015 Q4	$734K	Buy	+9,417	New	+$753K	0.6%	43

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

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

Advisors Management Group reduced its ExxonMobil (XOM) stake by 26% in Q1 2026, selling an estimated $981K and leaving 19,600 shares worth $3.33M. The position accounts for 0.61% of the portfolio, ranked #43.

Advisors Management Group first reported a position in XOM in Q4 2015 and has held it in 42 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Advisors Management Group held 19,600 shares of ExxonMobil worth $3.33M as of Q1 2026.
Advisors Management Group sold 6,720 ExxonMobil shares in Q1 2026, an estimated $981K.
ExxonMobil made up 0.61% of Advisors Management Group's portfolio in Q1 2026, its #43 holding.
Advisors Management Group first reported a position in ExxonMobil in Q4 2015 and has held it in 42 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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