Alta Advisers’s ExxonMobil XOM Stock Holding History

Alta Advisers’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	$2.79M	Hold	16,458	–	–	1.01%	17
2025 Q4	$1.98M	Sell	16,458 -6,100	-27%	-$707K	0.72%	18
2025 Q3	$2.54M	Hold	22,558	–	–	0.78%	19
2025 Q2	$2.43M	Hold	22,558	–	–	0.87%	19
2025 Q1	$2.68M	Buy	22,558 +7,800	+53%	+$863K	1.14%	17
2024 Q4	$1.59M	Buy	14,758 +2,264	+18%	+$265K	1%	17
2024 Q3	$1.46M	Hold	12,494	–	–	0.67%	17
2024 Q2	$1.44M	Buy	12,494 +1,394	+13%	+$162K	0.69%	16
2024 Q1	$1.29M	Hold	11,100	–	–	0.64%	16
2023 Q4	$1.11M	Hold	11,100	–	–	0.59%	19
2023 Q3	$1.31M	Hold	11,100	–	–	0.76%	14
2023 Q2	$1.19M	Hold	11,100	–	–	0.67%	13
2023 Q1	$1.22M	Hold	11,100	–	–	0.73%	13
2022 Q4	$1.12M	Hold	11,100	–	–	0.67%	12
2022 Q3	$969K	Buy	+11,100	New	+$1.01M	0.61%	13
2013 Q4	–	Sell	-291	Closed	-$25K	–	79
2013 Q3	$25K	Sell	291 -161	-36%	-$14.5K	0.01%	77
2013 Q2	$41K	Buy	+452	New	+$40.7K	0.02%	74

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

Alta Advisers's XOM Position: Q1 2026 in Review

Alta Advisers held its ExxonMobil (XOM) position steady in Q1 2026 at 16,458 shares worth $2.79M. The position accounts for 1.01% of the portfolio, ranked #17.

Alta Advisers first reported a position in XOM in Q2 2013 and has held it in 17 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Alta Advisers held 16,458 shares of ExxonMobil worth $2.79M as of Q1 2026.
Alta Advisers left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 1.01% of Alta Advisers's portfolio in Q1 2026, its #17 holding.
Alta Advisers first reported a position in ExxonMobil in Q2 2013 and has held it in 17 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.