Asset Management Group’s ExxonMobil XOM Stock Holding History

Asset Management Group’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	$496K	Buy	2,926 +648	+28%	+$94.6K	0.08%	108
2025 Q4	$274K	Buy	2,278 +11	+0.5%	+$1.28K	0.04%	127
2025 Q3	$256K	Buy	2,267 +15	+0.7%	+$1.67K	0.04%	125
2025 Q2	$243K	Buy	2,252 +20	+0.9%	+$2.14K	0.04%	126
2025 Q1	$265K	Buy	2,232 +15	+0.7%	+$1.66K	0.05%	122
2024 Q4	$238K	Buy	2,217 +15	+0.7%	+$1.75K	0.04%	124
2024 Q3	$258K	Buy	2,202 +230	+12%	+$26.6K	0.05%	127
2024 Q2	$227K	Buy	1,972 +15	+0.8%	+$1.75K	0.04%	127
2024 Q1	$227K	Buy	+1,957	New	+$205K	0.04%	129
2023 Q4	–	Sell	-1,850	Closed	-$218K	–	131
2023 Q3	$218K	Buy	+1,850	New	+$203K	0.05%	122
2020 Q1	–	Sell	-4,300	Closed	-$300K	–	111
2019 Q4	$300K	Sell	4,300 -813	-16%	-$56.2K	0.09%	98
2019 Q3	$361K	Buy	5,113 +61	+1%	+$4.41K	0.12%	90
2019 Q2	$387K	Buy	5,052 +74	+1%	+$5.73K	0.14%	87
2019 Q1	$402K	Buy	4,978 +51	+1%	+$3.89K	0.15%	81
2018 Q4	$336K	Buy	4,927 +51	+1%	+$4K	0.14%	82
2018 Q3	$415K	Buy	4,876 +48	+1%	+$3.92K	0.14%	84
2018 Q2	$399K	Sell	4,828 -329	-6%	-$26.2K	0.14%	85
2018 Q1	$385K	Sell	5,157 -415	-7%	-$33.2K	0.14%	84
2017 Q4	$466K	Sell	5,572 -4,070	-42%	-$337K	0.17%	82
2017 Q3	$790K	Sell	9,642 -48	-0.5%	-$3.81K	0.3%	71
2017 Q2	$782K	Sell	9,690 -840	-8%	-$68.7K	0.3%	69
2017 Q1	$864K	Buy	10,530 +15	+0.1%	+$1.25K	0.34%	65
2016 Q4	$949K	Sell	10,515 -363	-3%	-$31.7K	0.39%	62
2016 Q3	$949K	Sell	10,878 -137	-1%	-$12.2K	0.39%	65
2016 Q2	$1.03M	Buy	11,015 +85	+0.8%	+$7.52K	0.45%	58
2016 Q1	$914K	Buy	10,930 +91	+0.8%	+$7.29K	0.41%	61
2015 Q4	$845K	Buy	10,839 +104	+1%	+$8.31K	0.38%	64
2015 Q3	$798K	Buy	10,735 +102	+1%	+$7.86K	0.37%	63
2015 Q2	$885K	Buy	10,633 +286	+3%	+$24.6K	0.4%	59
2015 Q1	$880K	Sell	10,347 -218	-2%	-$19.3K	0.41%	55
2014 Q4	$977K	Buy	10,565 +72	+0.7%	+$6.71K	0.49%	49
2014 Q3	$987K	Sell	10,493 -98	-0.9%	-$9.76K	0.53%	46
2014 Q2	$1.07M	Buy	10,591 +527	+5%	+$53.2K	0.58%	43
2014 Q1	$983K	Buy	10,064 +561	+6%	+$53.5K	0.56%	45
2013 Q4	$962K	Buy	9,503 +1,457	+18%	+$135K	0.59%	41
2013 Q3	$692K	Buy	8,046 +1,750	+28%	+$158K	0.45%	44
2013 Q2	$569K	Buy	+6,296	New	+$567K	0.39%	44

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

Asset Management Group's XOM Position: Q1 2026 in Review

Asset Management Group increased its ExxonMobil (XOM) stake by 28% in Q1 2026, buying an estimated $94.6K and bringing the position to 2,926 shares worth $496K. The position accounts for 0.08% of the portfolio, ranked #108.

Asset Management Group first reported a position in XOM in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.07M in Q2 2014. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Asset Management Group held 2,926 shares of ExxonMobil worth $496K as of Q1 2026.
Asset Management Group bought 648 ExxonMobil shares in Q1 2026, an estimated $94.6K.
ExxonMobil made up 0.08% of Asset Management Group's portfolio in Q1 2026, its #108 holding.
Asset Management Group first reported a position in ExxonMobil in Q2 2013 and has held it in 37 quarters since.
Asset Management Group's ExxonMobil position peaked at $1.07M in Q2 2014.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.