Affinity Investment Advisors’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 | $4.08M | Buy |
24,048
+73
| +0.3% | +$10.7K | 2.55% | 5 |
|
|
2025
Q4 | $2.89M | Sell |
23,975
-81
| -0.3% | -$9.39K | 1.92% | 9 |
|
|
2025
Q3 | $2.71M | Sell |
24,056
-91
| -0.4% | -$10.1K | 1.84% | 12 |
|
|
2025
Q2 | $2.6M | Sell |
24,147
-832
| -3% | -$88.9K | 1.97% | 9 |
|
|
2025
Q1 | $2.97M | Sell |
24,979
-85
| -0.3% | -$9.4K | 2.42% | 4 |
|
|
2024
Q4 | $2.7M | Sell |
25,064
-5,915
| -19% | -$692K | 2.25% | 7 |
|
|
2024
Q3 | $3.63M | Buy |
30,979
+382
| +1% | +$44.1K | 2.49% | 4 |
|
|
2024
Q2 | $3.52M | Sell |
30,597
-101
| -0.3% | -$11.8K | 2.65% | 4 |
|
|
2024
Q1 | $3.57M | Buy |
30,698
+9,507
| +45% | +$995K | 2.6% | 3 |
|
|
2023
Q4 | $2.12M | Sell |
21,191
-1,471
| -6% | -$155K | 1.44% | 13 |
|
|
2023
Q3 | $2.66M | Sell |
22,662
-40
| -0.2% | -$4.39K | 1.72% | 4 |
|
|
2023
Q2 | $2.43M | Sell |
22,702
-5,252
| -19% | -$573K | 1.41% | 5 |
|
|
2023
Q1 | $3.07M | Buy |
27,954
+22,886
| +452% | +$2.53M | 1.64% | 5 |
|
|
2022
Q4 | $559K | Buy |
+5,068
| New | +$543K | 0.26% | 134 |
|
|
2019
Q2 | – | Sell |
-141,584
| Closed | -$11.4M | – | 144 |
|
|
2019
Q1 | $11.4M | Sell |
141,584
-82,404
| -37% | -$6.28M | 2.35% | 10 |
|
|
2018
Q4 | $15.3M | Sell |
223,988
-24,060
| -10% | -$1.89M | 2.67% | 7 |
|
|
2018
Q3 | $21.1M | Buy |
248,048
+45,535
| +22% | +$3.72M | 2.78% | 5 |
|
|
2018
Q2 | $16.8M | Sell |
202,513
-46,839
| -19% | -$3.73M | 2.37% | 4 |
|
|
2018
Q1 | $18.6M | Sell |
249,352
-2,460
| -1% | -$197K | 2.17% | 7 |
|
|
2017
Q4 | $21.1M | Sell |
251,812
-11,071
| -4% | -$916K | 2.39% | 5 |
|
|
2017
Q3 | $21.6M | Sell |
262,883
-40,429
| -13% | -$3.21M | 2.5% | 5 |
|
|
2017
Q2 | $24.5M | Sell |
303,312
-103,209
| -25% | -$8.44M | 2.92% | 3 |
|
|
2017
Q1 | $33.3M | Sell |
406,521
-5,950
| -1% | -$497K | 3.02% | 2 |
|
|
2016
Q4 | $37.2M | Sell |
412,471
-56,058
| -12% | -$4.9M | 3.51% | 2 |
|
|
2016
Q3 | $40.9M | Sell |
468,529
-77,586
| -14% | -$6.88M | 3.48% | 1 |
|
|
2016
Q2 | $51.2M | Buy |
546,115
+34,685
| +7% | +$3.07M | 3.78% | 1 |
|
|
2016
Q1 | $42.8M | Sell |
511,430
-13,366
| -3% | -$1.07M | 3.75% | 1 |
|
|
2015
Q4 | $40.9M | Sell |
524,796
-5,244
| -1% | -$419K | 3.51% | 1 |
|
|
2015
Q3 | $39.4M | Buy |
530,040
+512,842
| +2,982% | +$39.5M | 3.59% | 1 |
|
|
2015
Q2 | $1.43M | Buy |
17,198
+8,500
| +98% | +$731K | 0.11% | 105 |
|
|
2015
Q1 | $739K | Buy |
8,698
+5,730
| +193% | +$508K | 0.05% | 104 |
|
|
2014
Q4 | $274K | Sell |
2,968
-14
| -0.5% | -$1.31K | 0.03% | 109 |
|
|
2014
Q3 | $280K | Hold |
2,982
| – | – | 0.03% | 110 |
|
|
2014
Q2 | $300K | Buy |
2,982
+14
| +0.5% | +$1.41K | 0.03% | 79 |
|
|
2014
Q1 | $290K | Hold |
2,968
| – | – | 0.03% | 79 |
|
|
2013
Q4 | $300K | Hold |
2,968
| – | – | 0.04% | 81 |
|
|
2013
Q3 | $255K | Sell |
2,968
-180
| -6% | -$16.2K | 0.03% | 81 |
|
|
2013
Q2 | $284K | Buy |
+3,148
| New | +$283K | 0.02% | 110 |
|
Other funds holding XOM
VCM
VPM
Affinity Investment Advisors's XOM Position: Q1 2026 in Review
Affinity Investment Advisors increased its ExxonMobil (XOM) stake by 0.3% in Q1 2026, buying an estimated $10.7K and bringing the position to 24,048 shares worth $4.08M. The position accounts for 2.55% of the portfolio, ranked #5.
Affinity Investment Advisors first reported a position in XOM in Q2 2013 and has held it in 38 quarters since. The position peaked at $51.2M in Q2 2016. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Affinity Investment Advisors held 24,048 shares of ExxonMobil worth $4.08M as of Q1 2026.
- Affinity Investment Advisors bought 73 ExxonMobil shares in Q1 2026, an estimated $10.7K.
- ExxonMobil made up 2.55% of Affinity Investment Advisors's portfolio in Q1 2026, its #5 holding.
- Affinity Investment Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 38 quarters since.
- Affinity Investment Advisors's ExxonMobil position peaked at $51.2M in Q2 2016.
- 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.