AFT Forsyth & Company’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
$307K Sell
1,810
-125
-6% -$18.2K 0.14% 103
2025
Q4
$233K Hold
1,935
0.1% 121
2025
Q3
$218K Hold
1,935
0.1% 110
2025
Q2
$209K Hold
1,935
0.11% 113
2025
Q1
$230K Hold
1,935
0.12% 119
2024
Q4
$208K Hold
1,935
0.1% 122
2024
Q3
$227K Sell
1,935
-79
-4% -$9.12K 0.11% 124
2024
Q2
$232K Buy
2,014
+186
+10% +$21.7K 0.11% 130
2024
Q1
$213K Buy
+1,828
New +$191K 0.12% 134
2023
Q4
Sell
-1,900
Closed -$223K 138
2023
Q3
$223K Buy
1,900
+1
+0.1% +$110 0.16% 118
2023
Q2
$204K Sell
1,899
-1,450
-43% -$158K 0.14% 131
2023
Q1
$367K Buy
3,349
+2
+0.1% +$221 0.28% 101
2022
Q4
$369K Buy
3,347
+201
+6% +$21.5K 0.31% 99
2022
Q3
$275K Buy
3,146
+551
+21% +$50.3K 0.25% 110
2022
Q2
$222K Buy
+2,595
New +$234K 0.18% 130
2019
Q3
Sell
-3,055
Closed -$234K 149
2019
Q2
$234K Sell
3,055
-70
-2% -$5.42K 0.19% 127
2019
Q1
$253K Hold
3,125
0.22% 121
2018
Q4
$213K Hold
3,125
0.21% 126
2018
Q3
$266K Buy
3,125
+126
+4% +$10.3K 0.22% 122
2018
Q2
$248K Hold
2,999
0.22% 125
2018
Q1
$224K Sell
2,999
-1,136
-27% -$90.8K 0.21% 126
2017
Q4
$346K Buy
+4,135
New +$342K 0.34% 102
2013
Q3
$555K Buy
6,449
+100
+2% +$9.02K 0.72% 51
2013
Q2
$574K Buy
+6,349
New +$571K 0.82% 42

Other funds holding XOM

AFT Forsyth & Company's XOM Position: Q1 2026 in Review

AFT Forsyth & Company reduced its ExxonMobil (XOM) stake by 6.5% in Q1 2026, selling an estimated $18.2K and leaving 1,810 shares worth $307K. The position accounts for 0.14% of the portfolio, ranked #103.

AFT Forsyth & Company first reported a position in XOM in Q2 2013 and has held it in 24 quarters since. The position peaked at $574K in Q2 2013. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • AFT Forsyth & Company held 1,810 shares of ExxonMobil worth $307K as of Q1 2026.
  • AFT Forsyth & Company sold 125 ExxonMobil shares in Q1 2026, an estimated $18.2K.
  • ExxonMobil made up 0.14% of AFT Forsyth & Company's portfolio in Q1 2026, its #103 holding.
  • AFT Forsyth & Company first reported a position in ExxonMobil in Q2 2013 and has held it in 24 quarters since.
  • AFT Forsyth & Company's ExxonMobil position peaked at $574K in Q2 2013.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.