Bartlett & Co Wealth Management’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 | $16.5M | Buy |
107,199
+637
| +0.6% | +$93K | 0.21% | 80 |
|
|
2025
Q4 | $12.8M | Buy |
106,562
+2,391
| +2% | +$277K | 0.17% | 94 |
|
|
2025
Q3 | $11.7M | Sell |
104,171
-371
| -0.4% | -$41.2K | 0.16% | 100 |
|
|
2025
Q2 | $11.3M | Sell |
104,542
-141
| -0.1% | -$15.1K | 0.16% | 98 |
|
|
2025
Q1 | $12.4M | Sell |
104,683
-3,516
| -3% | -$389K | 0.18% | 91 |
|
|
2024
Q4 | $11.6M | Sell |
108,199
-1,455
| -1% | -$170K | 0.17% | 92 |
|
|
2024
Q3 | $12.9M | Sell |
109,654
-10,033
| -8% | -$1.16M | 0.18% | 90 |
|
|
2024
Q2 | $13.8M | Sell |
119,687
-3,101
| -3% | -$361K | 0.21% | 83 |
|
|
2024
Q1 | $14.3M | Sell |
122,788
-10,551
| -8% | -$1.1M | 0.22% | 84 |
|
|
2023
Q4 | $13.4M | Buy |
133,339
+101
| +0.1% | +$10.6K | 0.22% | 83 |
|
|
2023
Q3 | $15.7M | Sell |
133,238
-1,081
| -0.8% | -$119K | 0.28% | 72 |
|
|
2023
Q2 | $14.4M | Buy |
134,319
+9,359
| +7% | +$1.02M | 0.25% | 81 |
|
|
2023
Q1 | $13.7M | Sell |
124,960
-6,400
| -5% | -$708K | 0.26% | 79 |
|
|
2022
Q4 | $14.5M | Sell |
131,360
-1,090
| -0.8% | -$117K | 0.29% | 75 |
|
|
2022
Q3 | $11.6M | Buy |
132,450
+1,708
| +1% | +$156K | 0.25% | 83 |
|
|
2022
Q2 | $11.2M | Sell |
130,742
-11,802
| -8% | -$1.06M | 0.23% | 85 |
|
|
2022
Q1 | $11.8M | Sell |
142,544
-2,911
| -2% | -$226K | 0.21% | 92 |
|
|
2021
Q4 | $8.9M | Sell |
145,455
-1,160
| -0.8% | -$72.5K | 0.15% | 106 |
|
|
2021
Q3 | $8.62M | Sell |
146,615
-8,581
| -6% | -$489K | 0.16% | 101 |
|
|
2021
Q2 | $9.79M | Sell |
155,196
-2,932
| -2% | -$175K | 0.19% | 94 |
|
|
2021
Q1 | $8.83M | Sell |
158,128
-40,347
| -20% | -$2.12M | 0.18% | 101 |
|
|
2020
Q4 | $8.18M | Sell |
198,475
-11,979
| -6% | -$449K | 0.17% | 101 |
|
|
2020
Q3 | $7.22M | Sell |
210,454
-57,453
| -21% | -$2.35M | 0.17% | 104 |
|
|
2020
Q2 | $12M | Sell |
267,907
-67,569
| -20% | -$3.03M | 0.31% | 75 |
|
|
2020
Q1 | $12.7M | Sell |
335,476
-119,447
| -26% | -$6.6M | 0.39% | 68 |
|
|
2019
Q4 | $31.7M | Sell |
454,923
-13,371
| -3% | -$925K | 0.77% | 43 |
|
|
2019
Q3 | $33.1M | Buy |
468,294
+135,327
| +41% | +$9.79M | 0.87% | 38 |
|
|
2019
Q2 | $25.5M | Sell |
332,967
-6,958
| -2% | -$539K | 0.95% | 39 |
|
|
2019
Q1 | $27.5M | Sell |
339,925
-17,542
| -5% | -$1.34M | 1.05% | 35 |
|
|
2018
Q4 | $24.4M | Sell |
357,467
-23,918
| -6% | -$1.88M | 1.04% | 36 |
|
|
2018
Q3 | $32.4M | Sell |
381,385
-9,145
| -2% | -$748K | 1.22% | 28 |
|
|
2018
Q2 | $32.3M | Sell |
390,530
-110,880
| -22% | -$8.83M | 1.31% | 24 |
|
|
2018
Q1 | $37.4M | Buy |
+501,410
| New | +$40.1M | 1.54% | 19 |
|
Other funds holding XOM
VCM
VPM
Bartlett & Co Wealth Management's XOM Position: Q1 2026 in Review
Bartlett & Co Wealth Management increased its ExxonMobil (XOM) stake by 0.6% in Q1 2026, buying an estimated $93K and bringing the position to 107,199 shares worth $16.5M. The position accounts for 0.21% of the portfolio, ranked #80.
Bartlett & Co Wealth Management first reported a position in XOM in Q1 2018 and has held it in 33 quarters since. The position peaked at $37.4M in Q1 2018. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Bartlett & Co Wealth Management held 107,199 shares of ExxonMobil worth $16.5M as of Q1 2026.
- Bartlett & Co Wealth Management bought 637 ExxonMobil shares in Q1 2026, an estimated $93K.
- ExxonMobil made up 0.21% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #80 holding.
- Bartlett & Co Wealth Management first reported a position in ExxonMobil in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's ExxonMobil position peaked at $37.4M in Q1 2018.
- 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.