Aldebaran Financial’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
$903K Sell
5,323
-228
-4% -$33.3K 0.86% 29
2025
Q4
$672K Sell
5,551
-66
-1% -$7.66K 0.62% 40
2025
Q3
$633K Sell
5,617
-137
-2% -$15.2K 0.63% 39
2025
Q2
$620K Buy
5,754
+44
+0.8% +$4.7K 0.69% 36
2025
Q1
$679K Buy
5,710
+3
+0.1% +$332 0.83% 32
2024
Q4
$604K Sell
5,707
-87
-2% -$10.2K 0.71% 40
2024
Q3
$679K Buy
5,794
+4
+0.1% +$462 0.8% 35
2024
Q2
$667K Sell
5,790
-57
-1% -$6.64K 0.87% 29
2024
Q1
$680K Buy
5,847
+3
+0.1% +$314 0.96% 29
2023
Q4
$584K Sell
5,844
-286
-5% -$30.1K 0.86% 32
2023
Q3
$721K Sell
6,130
-602
-9% -$66K 1.12% 24
2023
Q2
$722K Sell
6,732
-104
-2% -$11.3K 0.98% 30
2023
Q1
$750K Sell
6,836
-765
-10% -$84.6K 0.97% 34
2022
Q4
$838K Sell
7,601
-197
-3% -$21.1K 0.9% 36
2022
Q3
$703K Buy
7,798
+204
+3% +$18.6K 0.77% 41
2022
Q2
$647K Buy
7,594
+3
+0% +$271 0.68% 43
2022
Q1
$627K Buy
7,591
+326
+4% +$25.3K 0.49% 49
2021
Q4
$445K Sell
7,265
-469
-6% -$29.3K 0.33% 58
2021
Q3
$455K Sell
7,734
-68
-0.9% -$3.88K 0.37% 55
2021
Q2
$496K Sell
7,802
-163
-2% -$9.73K 0.41% 54
2021
Q1
$445K Buy
7,965
+10
+0.1% +$524 0.39% 54
2020
Q4
$328K Sell
7,955
-649
-8% -$24.3K 0.31% 61
2020
Q3
$295K Sell
8,604
-11,974
-58% -$489K 0.31% 63
2020
Q2
$920K Sell
20,578
-570
-3% -$25.6K 1.08% 30
2020
Q1
$803K Sell
21,148
-1,110
-5% -$61.3K 0.78% 48
2019
Q4
$1.55M Sell
22,258
-6,460
-22% -$447K 1.18% 31
2019
Q3
$1.98M Sell
28,718
-8,877
-24% -$642K 1.32% 27
2019
Q2
$2.88M Sell
37,595
-587
-2% -$45.4K 1.99% 13
2019
Q1
$3.08M Sell
38,182
-421
-1% -$32.1K 2.17% 11
2018
Q4
$2.63M Sell
38,603
-688
-2% -$54K 2% 11
2018
Q3
$3.34M Sell
39,291
-2,064
-5% -$169K 2.17% 10
2018
Q2
$3.42M Sell
41,355
-3,412
-8% -$272K 2.35% 9
2018
Q1
$3.34M Sell
44,767
-265
-0.6% -$21.2K 2.24% 14
2017
Q4
$3.77M Sell
45,032
-1,211
-3% -$100K 2.5% 11
2017
Q3
$3.79M Sell
46,243
-112
-0.2% -$8.89K 2.62% 9
2017
Q2
$3.74M Buy
46,355
+2,152
+5% +$176K 2.73% 8
2017
Q1
$3.63M Buy
44,203
+6,259
+16% +$523K 2.76% 7
2016
Q4
$3.42M Buy
37,944
+3,543
+10% +$310K 2.71% 6
2016
Q3
$3M Buy
34,401
+346
+1% +$30.7K 2.38% 8
2016
Q2
$3.19M Buy
34,055
+3,717
+12% +$329K 2.56% 7
2016
Q1
$2.54M Buy
30,338
+213
+0.7% +$17.1K 2.21% 11
2015
Q4
$2.33M Sell
30,125
-1,965
-6% -$157K 2.16% 13
2015
Q3
$2.39M Sell
32,090
-7,330
-19% -$565K 2.26% 13
2015
Q2
$3.28M Sell
39,420
-220
-0.6% -$18.9K 2.77% 5
2015
Q1
$3.37M Buy
39,640
+828
+2% +$73.4K 2.89% 4
2014
Q4
$3.59M Sell
38,812
-1,796
-4% -$167K 3.15% 2
2014
Q3
$3.82M Sell
40,608
-1,025
-2% -$102K 3.41% 2
2014
Q2
$4.19M Sell
41,633
-831
-2% -$83.8K 3.3% 2
2014
Q1
$4.15M Buy
42,464
+819
+2% +$78.1K 3.62% 3
2013
Q4
$4.21M Buy
+41,645
New +$3.85M 4.01% 2

Other funds holding XOM

Aldebaran Financial's XOM Position: Q1 2026 in Review

Aldebaran Financial reduced its ExxonMobil (XOM) stake by 4.1% in Q1 2026, selling an estimated $33.3K and leaving 5,323 shares worth $903K. The position accounts for 0.86% of the portfolio, ranked #29.

Aldebaran Financial first reported a position in XOM in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.21M in Q4 2013. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Aldebaran Financial held 5,323 shares of ExxonMobil worth $903K as of Q1 2026.
  • Aldebaran Financial sold 228 ExxonMobil shares in Q1 2026, an estimated $33.3K.
  • ExxonMobil made up 0.86% of Aldebaran Financial's portfolio in Q1 2026, its #29 holding.
  • Aldebaran Financial first reported a position in ExxonMobil in Q4 2013 and has held it in 50 quarters since.
  • Aldebaran Financial's ExxonMobil position peaked at $4.21M in Q4 2013.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.