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Alpha Cubed Investments’s ExxonMobil XOM Stock Holding History

Alpha Cubed Investments’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
2025
Q4 		$4.78M Sell
39,685
-90
-0.2% -$10.4K 0.16% 62
2025
Q3 		$4.48M Sell
39,775
-2,325
-6% -$258K 0.16% 63
2025
Q2 		$4.54M Sell
42,100
-11,555
-22% -$1.24M 0.17% 64
2025
Q1 		$6.38M Buy
53,655
+13,015
+32% +$1.44M 0.28% 59
2024
Q4 		$4.37M Sell
40,640
-873
-2% -$102K 0.2% 63
2024
Q3 		$4.87M Sell
41,513
-226
-0.5% -$26.1K 0.22% 63
2024
Q2 		$4.8M Buy
41,739
+2,538
+6% +$296K 0.23% 63
2024
Q1 		$4.56M Buy
39,201
+784
+2% +$82K 0.24% 65
2023
Q4 		$3.84M Sell
38,417
-151
-0.4% -$15.9K 0.21% 73
2023
Q3 		$4.53M Buy
38,568
+3,290
+9% +$361K 0.3% 62
2023
Q2 		$3.78M Buy
35,278
+221
+0.6% +$24.1K 0.26% 65
2023
Q1 		$3.84M Sell
35,057
-11,056
-24% -$1.22M 0.28% 69
2022
Q4 		$5.09M Buy
46,113
+4,204
+10% +$450K 0.39% 63
2022
Q3 		$3.66M Buy
41,909
+9,320
+29% +$851K 0.29% 69
2022
Q2 		$2.79M Sell
32,589
-584
-2% -$52.7K 0.2% 77
2022
Q1 		$2.74M Buy
33,173
+16,253
+96% +$1.26M 0.18% 80
2021
Q4 		$1.03M Sell
16,920
-43
-0.3% -$2.69K 0.07% 122
2021
Q3 		$998K Sell
16,963
-1,562
-8% -$89K 0.08% 114
2021
Q2 		$1.17M Buy
18,525
+8,004
+76% +$478K 0.08% 110
2021
Q1 		$587K Buy
10,521
+418
+4% +$21.9K 0.05% 144
2020
Q4 		$416K Sell
10,103
-233
-2% -$8.74K 0.04% 170
2020
Q3 		$355K Sell
10,336
-2,120
-17% -$86.7K 0.03% 162
2020
Q2 		$557K Sell
12,456
-2,079
-14% -$93.2K 0.06% 115
2020
Q1 		$552K Sell
14,535
-5,200
-26% -$287K 0.07% 112
2019
Q4 		$1.38M Sell
19,735
-215,287
-92% -$14.9M 0.14% 91
2019
Q3 		$16.6M Sell
235,022
-14,985
-6% -$1.08M 1.94% 21
2019
Q2 		$19.2M Buy
250,007
+4,922
+2% +$381K 2.22% 15
2019
Q1 		$19.8M Buy
245,085
+20,624
+9% +$1.57M 2.4% 9
2018
Q4 		$15.3M Sell
224,461
-22,699
-9% -$1.78M 2.29% 14
2018
Q3 		$20.3M Buy
247,160
+11,977
+5% +$979K 2.36% 6
2018
Q2 		$19.5M Buy
235,183
+36,176
+18% +$2.88M 2.51% 6
2018
Q1 		$14.8M Buy
199,007
+11,056
+6% +$884K 1.94% 19
2017
Q4 		$15.7M Buy
187,951
+27,227
+17% +$2.25M 2.05% 20
2017
Q3 		$13.2M Buy
160,724
+10,670
+7% +$847K 1.98% 22
2017
Q2 		$12.1M Buy
150,054
+26,368
+21% +$2.16M 2.08% 23
2017
Q1 		$10.1M Buy
123,686
+113,002
+1,058% +$9.44M 2.07% 23
2016
Q4 		$964K Buy
10,684
+252
+2% +$22K 0.23% 74
2016
Q3 		$911K Buy
10,432
+299
+3% +$26.5K 0.24% 66
2016
Q2 		$950K Sell
10,133
-900
-8% -$79.6K 0.33% 54
2016
Q1 		$922K Buy
11,033
+469
+4% +$37.6K 0.28% 65
2015
Q4 		$823K Sell
10,564
-249
-2% -$19.9K 0.21% 90
2015
Q3 		$895K Sell
10,813
-107
-1% -$8.24K 0.23% 86
2015
Q2 		$909K Buy
10,920
+75
+0.7% +$6.45K 0.24% 93
2015
Q1 		$922K Sell
10,845
-1,745
-14% -$155K 0.29% 86
2014
Q4 		$1.16M Buy
12,590
+508
+4% +$47.4K 0.46% 61
2014
Q3 		$1.14M Sell
12,082
-522
-4% -$52K 0.54% 61
2014
Q2 		$1.27M Sell
12,604
-362
-3% -$36.5K 0.57% 65
2014
Q1 		$1.27M Sell
12,966
-35,197
-73% -$3.36M 0.66% 53
2013
Q4 		$4.87M Buy
+48,163
New +$4.45M 1.74% 6

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alpha Cubed Investments's XOM Position: Q4 2025 in Review

Alpha Cubed Investments reduced its ExxonMobil (XOM) stake by 0.23% in Q4 2025, selling an estimated $10.4K and leaving 39,685 shares worth $4.78M. The position accounts for 0.16% of the portfolio, ranked #62.

Alpha Cubed Investments first reported a position in XOM in Q4 2013 and has held it in 49 quarters since. The position peaked at $20.3M in Q3 2018. 4,542 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

  • Alpha Cubed Investments held 39,685 shares of ExxonMobil worth $4.78M as of Q4 2025.
  • Alpha Cubed Investments sold 90 ExxonMobil shares in Q4 2025, an estimated $10.4K.
  • ExxonMobil made up 0.16% of Alpha Cubed Investments's portfolio in Q4 2025, its #62 holding.
  • Alpha Cubed Investments first reported a position in ExxonMobil in Q4 2013 and has held it in 49 quarters since.
  • Alpha Cubed Investments's ExxonMobil position peaked at $20.3M in Q3 2018.
  • 4,542 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.