Altman Advisors’s ExxonMobil XOM Stock Holding History

Altman 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	$2.68M	Sell	15,800 -3,430	-18%	-$501K	1.11%	28
2025 Q4	$2.31M	Sell	19,230 -57	-0.3%	-$6.61K	0.87%	45
2025 Q3	$2.17M	Buy	19,287 +121	+0.6%	+$13.5K	0.83%	51
2025 Q2	$2.09M	Buy	19,166 +235	+1%	+$25.1K	0.86%	51
2025 Q1	$2M	Buy	18,931 +225	+1%	+$24.9K	0.92%	45
2024 Q4	$2.01M	Sell	18,706 -151	-0.8%	-$17.7K	0.86%	46
2024 Q3	$2.21M	Sell	18,857 -8,051	-30%	-$930K	0.98%	26
2024 Q2	$3.1M	Sell	26,908 -4,623	-15%	-$538K	1.76%	13
2024 Q1	$3.69M	Buy	31,531 +1,272	+4%	+$133K	1.8%	8
2023 Q4	$3.03M	Buy	30,259 +459	+2%	+$48.2K	1.59%	11
2023 Q3	$3.5M	Buy	+29,800	New	+$3.27M	2.19%	7
2023 Q1	$1.75M	Sell	25,928 -7,538	-23%	-$834K	1.6%	9
2022 Q4	$3.73M	Sell	33,466 -1,284	-4%	-$138K	2.3%	3
2022 Q3	$3.03M	Buy	34,750 +1,106	+3%	+$101K	1.92%	11
2022 Q2	$3.17M	Buy	33,644 +374	+1%	+$33.7K	1.8%	13
2022 Q1	$2.75M	Buy	33,270 +30,267	+1,008%	+$2.35M	1.42%	23
2021 Q4	$217K	Buy	+3,003	New	+$188K	0.13%	76
2020 Q1	–	Sell	-3,000	Closed	-$209K	–	91
2019 Q4	$209K	Hold	3,000	–	–	0.17%	65
2019 Q3	$212K	Hold	3,000	–	–	0.18%	65
2019 Q2	$230K	Hold	3,000	–	–	0.19%	66
2019 Q1	$242K	Hold	3,000	–	–	0.22%	61
2018 Q4	$205K	Hold	3,000	–	–	0.22%	64
2018 Q3	$255K	Buy	+3,000	New	+$245K	0.23%	59
2018 Q2	–	Sell	-3,000	Closed	-$224K	–	101
2018 Q1	$224K	Buy	+3,000	New	+$240K	0.21%	65

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

Altman Advisors's XOM Position: Q1 2026 in Review

Altman Advisors reduced its ExxonMobil (XOM) stake by 18% in Q1 2026, selling an estimated $501K and leaving 15,800 shares worth $2.68M. The position accounts for 1.11% of the portfolio, ranked #28.

Altman Advisors first reported a position in XOM in Q1 2018 and has held it in 24 quarters since. The position peaked at $3.73M in Q4 2022. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Altman Advisors held 15,800 shares of ExxonMobil worth $2.68M as of Q1 2026.
Altman Advisors sold 3,430 ExxonMobil shares in Q1 2026, an estimated $501K.
ExxonMobil made up 1.11% of Altman Advisors's portfolio in Q1 2026, its #28 holding.
Altman Advisors first reported a position in ExxonMobil in Q1 2018 and has held it in 24 quarters since.
Altman Advisors's ExxonMobil position peaked at $3.73M in Q4 2022.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.