Alesco Advisors’s ExxonMobil XOM Stock Holding History

Alesco 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	$2.06M	Buy	12,158 +62	+0.5%	+$9.05K	0.05%	77
2025 Q4	$1.46M	Hold	12,096	–	–	0.04%	79
2025 Q3	$1.36M	Sell	12,096 -1,225	-9%	-$136K	0.04%	81
2025 Q2	$1.44M	Hold	13,321	–	–	0.04%	74
2025 Q1	$1.58M	Buy	13,321 +145	+1%	+$16K	0.05%	71
2024 Q4	$1.42M	Buy	13,176 +1,788	+16%	+$209K	0.04%	72
2024 Q3	$1.33M	Hold	11,388	–	–	0.04%	75
2024 Q2	$1.31M	Sell	11,388 -1,966	-15%	-$229K	0.04%	74
2024 Q1	$1.55M	Sell	13,354 -157	-1%	-$16.4K	0.05%	66
2023 Q4	$1.35M	Sell	13,511 -833	-6%	-$87.6K	0.05%	70
2023 Q3	$1.69M	Hold	14,344	–	–	0.07%	61
2023 Q2	$1.54M	Sell	14,344 -369	-3%	-$40.3K	0.06%	64
2023 Q1	$1.61M	Buy	14,713 +299	+2%	+$33.1K	0.06%	64
2022 Q4	$1.59M	Hold	14,414	–	–	0.06%	65
2022 Q3	$1.26M	Sell	14,414 -68	-0.5%	-$6.21K	0.05%	61
2022 Q2	$1.24M	Buy	14,482 +175	+1%	+$15.8K	0.05%	65
2022 Q1	$1.18M	Sell	14,307 -257	-2%	-$20K	0.04%	72
2021 Q4	$891K	Sell	14,564 -50	-0.3%	-$3.13K	0.03%	80
2021 Q3	$860K	Sell	14,614 -250	-2%	-$14.2K	0.03%	78
2021 Q2	$938K	Hold	14,864	–	–	0.03%	76
2021 Q1	$830K	Hold	14,864	–	–	0.03%	79
2020 Q4	$613K	Buy	14,864 +299	+2%	+$11.2K	0.02%	83
2020 Q3	$500K	Hold	14,565	–	–	0.02%	84
2020 Q2	$651K	Hold	14,565	–	–	0.03%	81
2020 Q1	$553K	Sell	14,565 -700	-5%	-$38.7K	0.03%	87
2019 Q4	$1.06M	Sell	15,265 -2,175	-12%	-$150K	0.06%	82
2019 Q3	$1.23M	Sell	17,440 -2,000	-10%	-$145K	0.07%	65
2019 Q2	$1.49M	Buy	19,440 +2,000	+11%	+$155K	0.08%	61
2019 Q1	$1.41M	Sell	17,440 -300	-2%	-$22.9K	0.08%	66
2018 Q4	$1.21M	Sell	17,740 -1,128	-6%	-$88.5K	0.07%	72
2018 Q3	$1.6M	Sell	18,868 -22	-0.1%	-$1.8K	0.09%	52
2018 Q2	$1.56M	Hold	18,890	–	–	0.09%	52
2018 Q1	$1.41M	Sell	18,890 -533	-3%	-$42.6K	0.08%	59
2017 Q4	$1.63M	Hold	19,423	–	–	0.09%	48
2017 Q3	$1.59M	Buy	19,423 +533	+3%	+$42.3K	0.1%	46
2017 Q2	$1.52M	Hold	18,890	–	–	0.1%	47
2017 Q1	$1.55M	Hold	18,890	–	–	0.11%	48
2016 Q4	$1.71M	Hold	18,890	–	–	0.13%	44
2016 Q3	$1.65M	Hold	18,890	–	–	0.13%	48
2016 Q2	$1.77M	Buy	18,890 +1,000	+6%	+$88.4K	0.15%	42
2016 Q1	$1.5M	Sell	17,890 -407	-2%	-$32.6K	0.13%	49
2015 Q4	$1.43M	Buy	18,297 +407	+2%	+$32.5K	0.12%	52
2015 Q3	$1.33M	Hold	17,890	–	–	0.12%	55
2015 Q2	$1.49M	Sell	17,890 -1,775	-9%	-$153K	0.13%	53
2015 Q1	$1.67M	Hold	19,665	–	–	0.15%	45
2014 Q4	$1.82M	Sell	19,665 -563	-3%	-$52.5K	0.17%	40
2014 Q3	$1.9M	Buy	20,228 +563	+3%	+$56.1K	0.19%	42
2014 Q2	$1.98M	Sell	19,665 -65	-0.3%	-$6.56K	0.2%	40
2014 Q1	$1.93M	Buy	+19,730	New	+$1.88M	0.2%	41

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

Alesco Advisors's XOM Position: Q1 2026 in Review

Alesco Advisors increased its ExxonMobil (XOM) stake by 0.51% in Q1 2026, buying an estimated $9.05K and bringing the position to 12,158 shares worth $2.06M. The position accounts for 0.05% of the portfolio, ranked #77.

Alesco Advisors first reported a position in XOM in Q1 2014 and has held it in 49 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Alesco Advisors held 12,158 shares of ExxonMobil worth $2.06M as of Q1 2026.
Alesco Advisors bought 62 ExxonMobil shares in Q1 2026, an estimated $9.05K.
ExxonMobil made up 0.05% of Alesco Advisors's portfolio in Q1 2026, its #77 holding.
Alesco Advisors first reported a position in ExxonMobil in Q1 2014 and has held it in 49 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Alesco Advisors's 13F filing for Q1 2026, filed 13 May 2026.