Alpine Woods Capital Investors’s ExxonMobil XOM Stock Holding History

Alpine Woods Capital Investors’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	$263K	Sell	1,548 -298	-16%	-$43.5K	0.06%	158
2025 Q4	$222K	Sell	1,846 -398	-18%	-$46.2K	0.05%	166
2025 Q3	$253K	Sell	2,244 -506	-18%	-$56.3K	0.06%	142
2025 Q2	$296K	Sell	2,750 -2	-0.1%	-$214	0.07%	138
2025 Q1	$327K	Sell	2,752 -50	-2%	-$5.53K	0.08%	134
2024 Q4	$301K	Sell	2,802 -7,500	-73%	-$877K	0.06%	159
2024 Q3	$1.24M	Sell	10,302 -7,000	-40%	-$808K	0.22%	108
2024 Q2	$1.99M	Hold	17,302	–	–	0.31%	93
2024 Q1	$2.05M	Buy	17,302 +14,500	+517%	+$1.52M	0.41%	85
2023 Q4	$280K	Hold	2,802	–	–	0.04%	154
2023 Q3	$329K	Hold	2,802	–	–	0.05%	141
2023 Q2	$301K	Buy	2,802 +2	+0.1%	+$218	0.05%	140
2023 Q1	$307K	Hold	2,800	–	–	0.05%	150
2022 Q4	$309K	Hold	2,800	–	–	0.05%	158
2022 Q3	$244K	Hold	2,800	–	–	0.03%	184
2022 Q2	$240K	Hold	2,800	–	–	0.03%	188
2022 Q1	$231K	Sell	2,800 -500	-15%	-$38.9K	0.02%	207
2021 Q4	$202K	Buy	+3,300	New	+$206K	0.02%	209
2021 Q3	–	Sell	-5,050	Closed	-$319K	–	235
2021 Q2	$319K	Buy	5,050 +350	+7%	+$20.9K	0.03%	205
2021 Q1	$262K	Sell	4,700 -1,400	-23%	-$73.4K	0.03%	221
2020 Q4	$251K	Buy	+6,100	New	+$229K	0.03%	210
2020 Q3	–	Sell	-12,709	Closed	-$568K	–	261
2020 Q2	$568K	Sell	12,709 -3,850	-23%	-$173K	0.11%	170
2020 Q1	$629K	Hold	16,559	–	–	0.14%	149
2019 Q4	$1.16M	Hold	16,559	–	–	0.22%	105
2019 Q3	$1.17M	Hold	16,559	–	–	0.22%	97
2019 Q2	$1.27M	Buy	16,559 +4,448	+37%	+$344K	0.26%	95
2019 Q1	$979K	Sell	12,111 -3,350	-22%	-$255K	0.21%	111
2018 Q4	$1.05M	Sell	15,461 -50	-0.3%	-$3.92K	0.25%	96
2018 Q3	$1.32M	Sell	15,511 -400	-3%	-$32.7K	0.27%	90
2018 Q2	$1.32M	Sell	15,911 -15,000	-49%	-$1.2M	0.29%	85
2018 Q1	$2.31M	Hold	30,911	–	–	0.12%	168
2017 Q4	$2.58M	Hold	30,911	–	–	0.13%	165
2017 Q3	$2.53M	Hold	30,911	–	–	0.13%	164
2017 Q2	$2.5M	Sell	30,911 -2,700	-8%	-$221K	0.13%	157
2017 Q1	$2.76M	Buy	33,611 +5,500	+20%	+$459K	0.15%	156
2016 Q4	$2.54M	Hold	28,111	–	–	0.14%	162
2016 Q3	$2.45M	Sell	28,111 -68,100	-71%	-$6.04M	0.14%	161
2016 Q2	$9.02M	Sell	96,211 -19,481	-17%	-$1.72M	0.54%	65
2016 Q1	$9.67M	Sell	115,692 -19	-0%	-$1.52K	0.56%	61
2015 Q4	$9.02M	Buy	115,711 +6,800	+6%	+$544K	0.48%	68
2015 Q3	$8.1M	Sell	108,911 -56,800	-34%	-$4.38M	0.44%	73
2015 Q2	$13.8M	Buy	165,711 +1,200	+0.7%	+$103K	0.7%	45
2015 Q1	$14M	Buy	164,511 +37,900	+30%	+$3.36M	0.71%	47
2014 Q4	$11.7M	Buy	126,611 +112,900	+823%	+$10.5M	0.6%	58
2014 Q3	$1.29M	Hold	13,711	–	–	0.07%	212
2014 Q2	$1.38K	Hold	13,711	–	–	0.04%	194
2014 Q1	$1.34M	Hold	13,711	–	–	0.07%	186
2013 Q4	$1.39M	Hold	13,711	–	–	0.08%	179
2013 Q3	$1.18M	Hold	13,711	–	–	0.07%	182
2013 Q2	$1.24M	Buy	+13,711	New	+$1.23M	0.08%	167

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

Alpine Woods Capital Investors's XOM Position: Q1 2026 in Review

Alpine Woods Capital Investors reduced its ExxonMobil (XOM) stake by 16% in Q1 2026, selling an estimated $43.5K and leaving 1,548 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #158.

Alpine Woods Capital Investors first reported a position in XOM in Q2 2013 and has held it in 50 quarters since. The position peaked at $14M in Q1 2015. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Alpine Woods Capital Investors held 1,548 shares of ExxonMobil worth $263K as of Q1 2026.
Alpine Woods Capital Investors sold 298 ExxonMobil shares in Q1 2026, an estimated $43.5K.
ExxonMobil made up 0.06% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #158 holding.
Alpine Woods Capital Investors first reported a position in ExxonMobil in Q2 2013 and has held it in 50 quarters since.
Alpine Woods Capital Investors's ExxonMobil position peaked at $14M in Q1 2015.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.