Anchor Capital Advisors’s ExxonMobil XOM Stock Holding History

Anchor Capital 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	$1.79M	Sell	10,527 -108	-1%	-$15.8K	0.05%	140
2025 Q4	$1.28M	Buy	10,635 +129	+1%	+$15K	0.04%	157
2025 Q3	$1.18M	Buy	10,506 +193	+2%	+$21.5K	0.03%	165
2025 Q2	$1.11M	Sell	10,313 -244	-2%	-$26.1K	0.03%	170
2025 Q1	$1.26M	Buy	10,557 +57	+0.5%	+$6.3K	0.04%	160
2024 Q4	$1.13M	Buy	10,500 +348	+3%	+$40.7K	0.03%	176
2024 Q3	$1.19M	Buy	10,152 +596	+6%	+$68.8K	0.03%	170
2024 Q2	$1.1M	Buy	+9,556	New	+$1.11M	0.03%	170
2023 Q4	–	Sell	-2,285	Closed	-$269K	–	265
2023 Q3	$269K	Hold	2,285	–	–	0.01%	241
2023 Q2	$245K	Sell	2,285 -202	-8%	-$22K	0.01%	252
2023 Q1	$273K	Hold	2,487	–	–	0.01%	244
2022 Q4	$274K	Hold	2,487	–	–	0.01%	244
2022 Q3	$217K	Hold	2,487	–	–	0.01%	256
2022 Q2	$213K	Sell	2,487 -265	-10%	-$23.9K	0.01%	263
2022 Q1	$227K	Buy	+2,752	New	+$214K	﹤0.01%	266
2021 Q1	–	Sell	-6,153	Closed	-$254K	–	270
2020 Q4	$254K	Sell	6,153 -760	-11%	-$28.5K	0.01%	242
2020 Q3	$237K	Sell	6,913 -390	-5%	-$15.9K	0.01%	241
2020 Q2	$327K	Sell	7,303 -150	-2%	-$6.73K	0.01%	224
2020 Q1	$283K	Sell	7,453 -405	-5%	-$22.4K	0.01%	220
2019 Q4	$548K	Sell	7,858 -1,732	-18%	-$120K	0.01%	201
2019 Q3	$677K	Buy	9,590 +442	+5%	+$32K	0.02%	185
2019 Q2	$701K	Sell	9,148 -4,918	-35%	-$381K	0.03%	177
2019 Q1	$1.14K	Sell	14,066 -50	-0.4%	-$3.81K	0.02%	149
2018 Q4	$963K	Buy	14,116 +37	+0.3%	+$2.9K	0.04%	175
2018 Q3	$1.2M	Sell	14,079 -150	-1%	-$12.3K	0.04%	168
2018 Q2	$1.18M	Buy	14,229 +3,166	+29%	+$252K	0.04%	171
2018 Q1	$825K	Buy	11,063 +215	+2%	+$17.2K	0.03%	217
2017 Q4	$907K	Sell	10,848 -45	-0.4%	-$3.72K	0.03%	184
2017 Q3	$893K	Sell	10,893 -395	-3%	-$31.4K	0.03%	176
2017 Q2	$911K	Buy	11,288 +275	+2%	+$22.5K	0.03%	174
2017 Q1	$903K	Sell	11,013 -4,431	-29%	-$370K	0.03%	173
2016 Q4	$1.39M	Sell	15,444 -21,394	-58%	-$1.87M	0.05%	154
2016 Q3	$3.21M	Buy	36,838 +17,600	+91%	+$1.56M	0.11%	109
2016 Q2	$1.8M	Hold	19,238	–	–	0.05%	131
2016 Q1	$1.61M	Buy	19,238 +20	+0.1%	+$1.6K	0.04%	147
2015 Q4	$1.5M	Sell	19,218 -973	-5%	-$77.8K	0.04%	161
2015 Q3	$1.5M	Sell	20,191 -375	-2%	-$28.9K	0.04%	150
2015 Q2	$1.71M	Sell	20,566 -3,381	-14%	-$291K	0.04%	155
2015 Q1	$2.04M	Buy	23,947 +241	+1%	+$21.4K	0.04%	153
2014 Q4	$2.19M	Sell	23,706 -183	-0.8%	-$17.1K	0.04%	155
2014 Q3	$2.25M	Sell	23,889 -7,013	-23%	-$698K	0.05%	154
2014 Q2	$3.11M	Sell	30,902 -364	-1%	-$36.7K	0.06%	139
2014 Q1	$3.05M	Buy	31,266 +282	+0.9%	+$26.9K	0.06%	148
2013 Q4	$3.14M	Sell	30,984 -299	-1%	-$27.6K	0.06%	143
2013 Q3	$2.69M	Buy	31,283 +977	+3%	+$88.1K	0.06%	146
2013 Q2	$2.74M	Buy	+30,306	New	+$2.73M	0.06%	139

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

Anchor Capital Advisors's XOM Position: Q1 2026 in Review

Anchor Capital Advisors reduced its ExxonMobil (XOM) stake by 1% in Q1 2026, selling an estimated $15.8K and leaving 10,527 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #140.

Anchor Capital Advisors first reported a position in XOM in Q2 2013 and has held it in 46 quarters since. The position peaked at $3.21M in Q3 2016. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Anchor Capital Advisors held 10,527 shares of ExxonMobil worth $1.79M as of Q1 2026.
Anchor Capital Advisors sold 108 ExxonMobil shares in Q1 2026, an estimated $15.8K.
ExxonMobil made up 0.05% of Anchor Capital Advisors's portfolio in Q1 2026, its #140 holding.
Anchor Capital Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 46 quarters since.
Anchor Capital Advisors's ExxonMobil position peaked at $3.21M in Q3 2016.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.