AIM
XOM icon

Anchor Investment Management’s ExxonMobil XOM Stock Holding History

Anchor Investment 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 		$14.2M Sell
83,680
-387
-0.5% -$56.5K 1.18% 18
2025
Q4 		$10.1M Sell
84,067
-17,573
-17% -$2.04M 0.82% 24
2025
Q3 		$11.5M Buy
101,640
+124
+0.1% +$13.8K 0.95% 22
2025
Q2 		$10.9M Sell
101,516
-502
-0.5% -$53.7K 0.96% 21
2025
Q1 		$12.1M Buy
102,018
+741
+0.7% +$81.9K 1.13% 18
2024
Q4 		$10.9M Sell
101,277
-6,606
-6% -$773K 1.02% 21
2024
Q3 		$12.6M Buy
107,883
+1,323
+1% +$153K 1.19% 17
2024
Q2 		$12.3M Sell
106,560
-606
-0.6% -$70.6K 1.26% 17
2024
Q1 		$12.5M Buy
107,166
+317
+0.3% +$33.2K 1.31% 15
2023
Q4 		$10.7M Buy
106,849
+2,343
+2% +$246K 1.22% 15
2023
Q3 		$12.3M Buy
104,506
+6,300
+6% +$691K 1.6% 10
2023
Q2 		$10.5M Sell
98,206
-545
-0.6% -$59.5K 1.35% 12
2023
Q1 		$10.8M Sell
98,751
-10
-0% -$1.11K 1.47% 9
2022
Q4 		$10.9M Sell
98,761
-534
-0.5% -$57.2K 1.56% 7
2022
Q3 		$8.67M Buy
99,295
+1,120
+1% +$102K 1.35% 14
2022
Q2 		$8.41M Sell
98,175
-194
-0.2% -$17.5K 1.22% 16
2022
Q1 		$8.12M Sell
98,369
-1,952
-2% -$152K 1.03% 18
2021
Q4 		$6.14M Buy
100,321
+3,003
+3% +$188K 0.76% 30
2021
Q3 		$5.72M Sell
97,318
-956
-1% -$54.5K 0.8% 28
2021
Q2 		$6.2M Sell
98,274
-973
-1% -$58.1K 0.86% 27
2021
Q1 		$5.54M Sell
99,247
-4,298
-4% -$225K 0.84% 28
2020
Q4 		$4.27M Buy
103,545
+66
+0.1% +$2.48K 0.77% 33
2020
Q3 		$3.55M Buy
103,479
+33,426
+48% +$1.37M 0.72% 40
2020
Q2 		$3.13M Sell
70,053
-1,530
-2% -$68.6K 0.7% 37
2020
Q1 		$2.72M Sell
71,583
-2,850
-4% -$157K 0.7% 41
2019
Q4 		$5.19M Sell
74,433
-2,694
-3% -$186K 1.11% 13
2019
Q3 		$5.45M Buy
77,127
+1
+0% +$72 1.25% 8
2019
Q2 		$5.91M Buy
77,126
+2,183
+3% +$169K 1.41% 5
2019
Q1 		$6.06M Buy
74,943
+1,848
+3% +$141K 1.51% 6
2018
Q4 		$4.98M Buy
73,095
+7,826
+12% +$614K 1.42% 6
2018
Q3 		$5.55M Sell
65,269
-734
-1% -$60K 1.27% 9
2018
Q2 		$5.46M Buy
66,003
+315
+0.5% +$25.1K 1.35% 6
2018
Q1 		$4.9M Sell
65,688
-14,303
-18% -$1.14M 1.28% 6
2017
Q4 		$6.69M Sell
79,991
-2,541
-3% -$210K 1.77% 4
2017
Q3 		$6.77M Sell
82,532
-1,158
-1% -$92K 1.98% 3
2017
Q2 		$6.76M Buy
83,690
+436
+0.5% +$35.7K 2.24% 3
2017
Q1 		$6.83M Sell
83,254
-1,594
-2% -$133K 2.35% 3
2016
Q4 		$7.66M Buy
84,848
+613
+0.7% +$53.6K 2.86% 2
2016
Q3 		$7.35M Sell
84,235
-83
-0.1% -$7.36K 2.85% 3
2016
Q2 		$7.9M Buy
84,318
+13,078
+18% +$1.16M 3.12% 2
2016
Q1 		$5.95M Buy
+71,240
New +$5.71M 2.44% 3

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

Anchor Investment Management's XOM Position: Q1 2026 in Review

Anchor Investment Management reduced its ExxonMobil (XOM) stake by 0.46% in Q1 2026, selling an estimated $56.5K and leaving 83,680 shares worth $14.2M. The position accounts for 1.18% of the portfolio, ranked #18.

Anchor Investment Management first reported a position in XOM in Q1 2016 and has held it in 41 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Anchor Investment Management held 83,680 shares of ExxonMobil worth $14.2M as of Q1 2026.
  • Anchor Investment Management sold 387 ExxonMobil shares in Q1 2026, an estimated $56.5K.
  • ExxonMobil made up 1.18% of Anchor Investment Management's portfolio in Q1 2026, its #18 holding.
  • Anchor Investment Management first reported a position in ExxonMobil in Q1 2016 and has held it in 41 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.