Aspen Grove Capital’s ExxonMobil XOM Stock Holding History

Aspen Grove Capital’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	$1.56M	Buy	9,203 +142	+2%	+$20.7K	0.3%	50
2025 Q4	$1.09M	Buy	9,061 +15	+0.2%	+$1.74K	0.19%	60
2025 Q3	$1.02M	Sell	9,046 -2,018	-18%	-$224K	0.17%	70
2025 Q2	$1.19M	Buy	11,064 +2,180	+25%	+$233K	0.2%	63
2025 Q1	$1.06M	Buy	8,884 +83	+0.9%	+$9.18K	0.2%	67
2024 Q4	$947K	Sell	8,801 -21	-0.2%	-$2.46K	0.2%	64
2024 Q3	$1.03M	Sell	8,822 -1,140	-11%	-$132K	0.23%	63
2024 Q2	$1.15M	Buy	9,962 +924	+10%	+$108K	0.27%	58
2024 Q1	$1.05M	Buy	9,038 +1,216	+16%	+$127K	0.3%	57
2023 Q4	$811K	Buy	7,822 +267	+4%	+$28.1K	0.25%	69
2023 Q3	$888K	Buy	7,555 +120	+2%	+$13.2K	0.33%	57
2023 Q2	$797K	Buy	7,435 +745	+11%	+$81.3K	0.26%	76
2023 Q1	$734K	Sell	6,690 -744	-10%	-$82.3K	0.32%	68
2022 Q4	$820K	Buy	+7,434	New	+$797K	0.38%	59

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

Aspen Grove Capital's XOM Position: Q1 2026 in Review

Aspen Grove Capital increased its ExxonMobil (XOM) stake by 1.6% in Q1 2026, buying an estimated $20.7K and bringing the position to 9,203 shares worth $1.56M. The position accounts for 0.3% of the portfolio, ranked #50.

Aspen Grove Capital first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Aspen Grove Capital held 9,203 shares of ExxonMobil worth $1.56M as of Q1 2026.
Aspen Grove Capital bought 142 ExxonMobil shares in Q1 2026, an estimated $20.7K.
ExxonMobil made up 0.3% of Aspen Grove Capital's portfolio in Q1 2026, its #50 holding.
Aspen Grove Capital first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Aspen Grove Capital's 13F filing for Q1 2026, filed 14 May 2026.