AssetMark Inc’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $83.5M | Buy |
492,309
+37,666
| +8% | +$5.5M | 0.17% | 109 |
|
|
2025
Q4 | $54.7M | Sell |
454,643
-347,578
| -43% | -$40.3M | 0.11% | 154 |
|
|
2025
Q3 | $90.5M | Buy |
802,221
+25,981
| +3% | +$2.89M | 0.19% | 93 |
|
|
2025
Q2 | $83.7M | Buy |
776,240
+108,291
| +16% | +$11.6M | 0.2% | 91 |
|
|
2025
Q1 | $79.4M | Buy |
667,949
+24,619
| +4% | +$2.72M | 0.22% | 87 |
|
|
2024
Q4 | $69.2M | Buy |
643,330
+140,064
| +28% | +$16.4M | 0.19% | 102 |
|
|
2024
Q3 | $59M | Buy |
503,266
+18,528
| +4% | +$2.14M | 0.17% | 115 |
|
|
2024
Q2 | $55.8M | Buy |
484,738
+375,078
| +342% | +$43.7M | 0.17% | 117 |
|
|
2024
Q1 | $12.7M | Buy |
109,660
+8,576
| +8% | +$897K | 0.04% | 265 |
|
|
2023
Q4 | $10.1M | Sell |
101,084
-5,132
| -5% | -$539K | 0.04% | 269 |
|
|
2023
Q3 | $12.5M | Sell |
106,216
-29,581
| -22% | -$3.24M | 0.05% | 234 |
|
|
2023
Q2 | $14.6M | Buy |
135,797
+21,649
| +19% | +$2.36M | 0.06% | 215 |
|
|
2023
Q1 | $12.5M | Buy |
114,148
+49,038
| +75% | +$5.42M | 0.05% | 219 |
|
|
2022
Q4 | $7.18M | Buy |
65,110
+18,911
| +41% | +$2.03M | 0.03% | 257 |
|
|
2022
Q3 | $4.03M | Buy |
46,199
+18,049
| +64% | +$1.65M | 0.02% | 295 |
|
|
2022
Q2 | $2.41M | Buy |
28,150
+19,849
| +239% | +$1.79M | 0.01% | 326 |
|
|
2022
Q1 | $686K | Buy |
8,301
+3,201
| +63% | +$249K | ﹤0.01% | 564 |
|
|
2021
Q4 | $312K | Buy |
5,100
+123
| +2% | +$7.69K | ﹤0.01% | 623 |
|
|
2021
Q3 | $293K | Sell |
4,977
-106
| -2% | -$6.04K | ﹤0.01% | 527 |
|
|
2021
Q2 | $321K | Sell |
5,083
-238
| -4% | -$14.2K | ﹤0.01% | 518 |
|
|
2021
Q1 | $297K | Sell |
5,321
-244
| -4% | -$12.8K | ﹤0.01% | 508 |
|
|
2020
Q4 | $229K | Sell |
5,565
-14,564
| -72% | -$546K | ﹤0.01% | 528 |
|
|
2020
Q3 | $691K | Buy |
20,129
+2,136
| +12% | +$87.3K | ﹤0.01% | 370 |
|
|
2020
Q2 | $805K | Sell |
17,993
-16,634
| -48% | -$746K | 0.01% | 338 |
|
|
2020
Q1 | $1.31M | Buy |
34,627
+22,177
| +178% | +$1.22M | 0.01% | 292 |
|
|
2019
Q4 | $869K | Buy |
12,450
+1,812
| +17% | +$125K | 0.01% | 356 |
|
|
2019
Q3 | $751K | Buy |
10,638
+1,181
| +12% | +$85.4K | 0.01% | 338 |
|
|
2019
Q2 | $725K | Buy |
9,457
+2,261
| +31% | +$175K | 0.01% | 322 |
|
|
2019
Q1 | $581K | Sell |
7,196
-3,300
| -31% | -$252K | 0.01% | 326 |
|
|
2018
Q4 | $716K | Sell |
10,496
-996
| -9% | -$78.1K | 0.01% | 302 |
|
|
2018
Q3 | $977K | Buy |
11,492
+118
| +1% | +$9.65K | 0.01% | 310 |
|
|
2018
Q2 | $941K | Buy |
11,374
+165
| +1% | +$13.1K | 0.01% | 304 |
|
|
2018
Q1 | $836K | Sell |
11,209
-6,189
| -36% | -$495K | 0.01% | 306 |
|
|
2017
Q4 | $1.46M | Buy |
17,398
+5,155
| +42% | +$426K | 0.02% | 274 |
|
|
2017
Q3 | $1M | Sell |
12,243
-267,762
| -96% | -$21.3M | 0.01% | 299 |
|
|
2017
Q2 | $22.6M | Buy |
280,005
+26,684
| +11% | +$2.18M | 0.28% | 89 |
|
|
2017
Q1 | $20.8M | Buy |
253,321
+46,170
| +22% | +$3.86M | 0.27% | 91 |
|
|
2016
Q4 | $18.7M | Buy |
207,151
+30,692
| +17% | +$2.68M | 0.27% | 85 |
|
|
2016
Q3 | $15.4M | Buy |
176,459
+160,633
| +1,015% | +$14.3M | 0.23% | 98 |
|
|
2016
Q2 | $1.48M | Sell |
15,826
-5,550
| -26% | -$491K | 0.03% | 240 |
|
|
2016
Q1 | $1.79M | Sell |
21,376
-10,353
| -33% | -$829K | 0.03% | 223 |
|
|
2015
Q4 | $2.47M | Buy |
31,729
+28,835
| +996% | +$2.31M | 0.05% | 194 |
|
|
2015
Q3 | $215K | Sell |
2,894
-22,746
| -89% | -$1.75M | ﹤0.01% | 327 |
|
|
2015
Q2 | $2.13M | Buy |
25,640
+551
| +2% | +$47.4K | 0.04% | 184 |
|
|
2015
Q1 | $2.13M | Buy |
25,089
+565
| +2% | +$50.1K | 0.05% | 186 |
|
|
2014
Q4 | $2.27M | Buy |
24,524
+58
| +0.2% | +$5.41K | 0.05% | 184 |
|
|
2014
Q3 | $2.3M | Sell |
24,466
-549
| -2% | -$54.7K | 0.05% | 176 |
|
|
2014
Q2 | $2.52M | Sell |
25,015
-7,298
| -23% | -$736K | 0.05% | 156 |
|
|
2014
Q1 | $3.16M | Sell |
32,313
-1,701
| -5% | -$162K | 0.08% | 116 |
|
|
2013
Q4 | $3.44M | Sell |
34,014
-1,735
| -5% | -$160K | 0.08% | 122 |
|
|
2013
Q3 | $3.08M | Buy |
+35,749
| New | +$3.22M | 0.08% | 137 |
|
Other funds holding XOM
VCM
VPM
AssetMark Inc's XOM Position: Q1 2026 in Review
AssetMark Inc increased its ExxonMobil (XOM) stake by 8.3% in Q1 2026, buying an estimated $5.5M and bringing the position to 492,309 shares worth $83.5M. The position accounts for 0.17% of the portfolio, ranked #109.
AssetMark Inc first reported a position in XOM in Q3 2013 and has held it in 51 quarters since. The position peaked at $90.5M in Q3 2025. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- AssetMark Inc held 492,309 shares of ExxonMobil worth $83.5M as of Q1 2026.
- AssetMark Inc bought 37,666 ExxonMobil shares in Q1 2026, an estimated $5.5M.
- ExxonMobil made up 0.17% of AssetMark Inc's portfolio in Q1 2026, its #109 holding.
- AssetMark Inc first reported a position in ExxonMobil in Q3 2013 and has held it in 51 quarters since.
- AssetMark Inc's ExxonMobil position peaked at $90.5M in Q3 2025.
- 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.