AIMZ Investment Advisors’s ExxonMobil XOM Stock Holding History

AIMZ Investment Advisors’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	$2.19M	Buy	12,934 +2	+0%	+$292	0.68%	50
2025 Q4	$1.56M	Buy	12,932 +3	+0%	+$348	0.45%	63
2025 Q3	$1.46M	Sell	12,929 -72	-0.6%	-$8K	0.46%	65
2025 Q2	$1.4M	Sell	13,001 -30	-0.2%	-$3.21K	0.47%	64
2025 Q1	$1.55M	Buy	13,031 +86	+0.7%	+$9.51K	0.54%	61
2024 Q4	$1.39M	Buy	12,945 +3	+0%	+$351	0.48%	62
2024 Q3	$1.52M	Buy	12,942 +3	+0%	+$346	0.52%	59
2024 Q2	$1.49M	Buy	12,939 +3	+0%	+$349	0.53%	55
2024 Q1	$1.5M	Sell	12,936 -397	-3%	-$41.5K	0.56%	57
2023 Q4	$1.33M	Buy	13,333 +3	+0%	+$315	0.54%	58
2023 Q3	$1.57M	Sell	13,330 -98	-0.7%	-$10.7K	0.7%	47
2023 Q2	$1.44M	Buy	13,428 +3	+0%	+$327	0.62%	52
2023 Q1	$1.47M	Sell	13,425 -117	-0.9%	-$12.9K	0.66%	51
2022 Q4	$1.49M	Sell	13,542 -310	-2%	-$33.2K	0.71%	48
2022 Q3	$1.21M	Sell	13,852 -97	-0.7%	-$8.86K	0.61%	52
2022 Q2	$1.2M	Sell	13,949 -35	-0.3%	-$3.16K	0.57%	57
2022 Q1	$1.16M	Sell	13,984 -630	-4%	-$49K	0.47%	65
2021 Q4	$894K	Buy	14,614 +605	+4%	+$37.8K	0.35%	72
2021 Q3	$824K	Sell	14,009 -42	-0.3%	-$2.39K	0.37%	68
2021 Q2	$886K	Buy	14,051 +5	+0%	+$299	0.4%	65
2021 Q1	$784K	Sell	14,046 -201	-1%	-$10.5K	0.38%	67
2020 Q4	$587K	Buy	14,247 +211	+2%	+$7.91K	0.31%	72
2020 Q3	$482K	Buy	14,036 +6	+0%	+$245	0.29%	73
2020 Q2	$627K	Buy	14,030 +5	+0%	+$224	0.41%	58
2020 Q1	$533K	Sell	14,025 -95	-0.7%	-$5.25K	0.41%	63
2019 Q4	$985K	Sell	14,120 -447	-3%	-$30.9K	0.64%	53
2019 Q3	$1.03M	Sell	14,567 -107	-0.7%	-$7.74K	0.71%	53
2019 Q2	$1.12M	Sell	14,674 -47	-0.3%	-$3.64K	0.78%	49
2019 Q1	$1.19M	Buy	14,721 +3	+0%	+$229	0.82%	46
2018 Q4	$1M	Sell	14,718 -52	-0.4%	-$4.08K	0.78%	50
2018 Q3	$1.26M	Sell	14,770 -98	-0.7%	-$8.01K	0.81%	51
2018 Q2	$1.23M	Buy	14,868 +53	+0.4%	+$4.22K	0.87%	47
2018 Q1	$1.1M	Sell	14,815 -97	-0.7%	-$7.75K	0.8%	52
2017 Q4	$1.25M	Sell	14,912 -320	-2%	-$26.5K	0.94%	46
2017 Q3	$1.25M	Buy	15,232 +30	+0.2%	+$2.38K	1.02%	40
2017 Q2	$1.23M	Buy	15,202 +122	+0.8%	+$9.98K	1.03%	39
2017 Q1	$1.24M	Buy	15,080 +2	+0%	+$167	1.04%	40
2016 Q4	$1.36M	Buy	15,078 +9	+0.1%	+$786	1.22%	31
2016 Q3	$1.31M	Sell	15,069 -148	-1%	-$13.1K	1.18%	31
2016 Q2	$1.43M	Sell	15,217 -16,205	-52%	-$1.43M	1.31%	30
2016 Q1	$2.65M	Buy	31,422 +15,659	+99%	+$1.25M	1.17%	29
2015 Q4	$1.23M	Sell	15,763 -98	-0.6%	-$7.83K	1.12%	35
2015 Q3	$1.18M	Buy	15,861 +2	+0%	+$154	1.08%	37
2015 Q2	$1.32M	Buy	15,859 +2	+0%	+$172	1.15%	35
2015 Q1	$1.35M	Buy	15,857 +152	+1%	+$13.5K	1.15%	32
2014 Q4	$1.45M	Buy	+15,705	New	+$1.46M	1.29%	28

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

AIMZ Investment Advisors's XOM Position: Q1 2026 in Review

AIMZ Investment Advisors increased its ExxonMobil (XOM) stake by 0.02% in Q1 2026, buying an estimated $292 and bringing the position to 12,934 shares worth $2.19M. The position accounts for 0.68% of the portfolio, ranked #50.

AIMZ Investment Advisors first reported a position in XOM in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.65M in Q1 2016. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

AIMZ Investment Advisors held 12,934 shares of ExxonMobil worth $2.19M as of Q1 2026.
AIMZ Investment Advisors bought 2 ExxonMobil shares in Q1 2026, an estimated $292.
ExxonMobil made up 0.68% of AIMZ Investment Advisors's portfolio in Q1 2026, its #50 holding.
AIMZ Investment Advisors first reported a position in ExxonMobil in Q4 2014 and has held it in 46 quarters since.
AIMZ Investment Advisors's ExxonMobil position peaked at $2.65M in Q1 2016.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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