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Altrius Capital Management’s ExxonMobil XOM Stock Holding History

Altrius Capital Management’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 		$7.34M Sell
43,284
-1,541
-3% -$225K 1.46% 27
2025
Q4 		$5.39M Buy
44,825
+768
+2% +$89.1K 1.14% 46
2025
Q3 		$4.97M Buy
44,057
+1,252
+3% +$139K 1.13% 48
2025
Q2 		$4.61M Buy
42,805
+489
+1% +$52.3K 1.08% 47
2025
Q1 		$5.03M Buy
42,316
+1,655
+4% +$183K 1.22% 40
2024
Q4 		$4.37M Buy
40,661
+1,410
+4% +$165K 1.18% 47
2024
Q3 		$4.6M Buy
39,251
+408
+1% +$47.1K 1.15% 52
2024
Q2 		$4.47M Buy
38,843
+55
+0.1% +$6.41K 1.18% 45
2024
Q1 		$4.51M Buy
38,788
+3,892
+11% +$407K 1.14% 41
2023
Q4 		$3.49M Buy
34,896
+574
+2% +$60.3K 0.97% 67
2023
Q3 		$4.04M Buy
34,322
+325
+1% +$35.6K 1.2% 32
2023
Q2 		$3.65M Buy
33,997
+253
+0.7% +$27.6K 1.08% 37
2023
Q1 		$3.7M Buy
33,744
+87
+0.3% +$9.62K 1.13% 34
2022
Q4 		$3.71M Sell
33,657
-786
-2% -$84.2K 1.16% 32
2022
Q3 		$3.01M Sell
34,443
-43,291
-56% -$3.95M 1.15% 35
2022
Q2 		$6.66M Buy
+77,734
New +$7.01M 2.16% 1

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Altrius Capital Management's XOM Position: Q1 2026 in Review

Altrius Capital Management reduced its ExxonMobil (XOM) stake by 3.4% in Q1 2026, selling an estimated $225K and leaving 43,284 shares worth $7.34M. The position accounts for 1.46% of the portfolio, ranked #27.

Altrius Capital Management first reported a position in XOM in Q2 2022 and has held it in 16 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Altrius Capital Management held 43,284 shares of ExxonMobil worth $7.34M as of Q1 2026.
  • Altrius Capital Management sold 1,541 ExxonMobil shares in Q1 2026, an estimated $225K.
  • ExxonMobil made up 1.46% of Altrius Capital Management's portfolio in Q1 2026, its #27 holding.
  • Altrius Capital Management first reported a position in ExxonMobil in Q2 2022 and has held it in 16 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Altrius Capital Management's 13F filing for Q1 2026, filed 5 May 2026.