Blue Chip Partners’s ExxonMobil XOM Stock Holding History

Blue Chip Partners’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	$2.53M	Sell	14,905 -113	-0.8%	-$16.5K	0.18%	57
2025 Q4	$1.81M	Sell	15,018 -269	-2%	-$31.2K	0.13%	68
2025 Q3	$1.72M	Buy	15,287 +2,048	+15%	+$228K	0.13%	65
2025 Q2	$1.43M	Buy	13,239 +1,170	+10%	+$125K	0.12%	69
2025 Q1	$1.44M	Sell	12,069 -407	-3%	-$45K	0.12%	74
2024 Q4	$1.34M	Buy	12,476 +2,860	+30%	+$335K	0.12%	79
2024 Q3	$1.13M	Buy	9,616 +6	+0.1%	+$693	0.1%	76
2024 Q2	$1.11M	Buy	9,610 +59	+0.6%	+$6.87K	0.1%	71
2024 Q1	$1.11M	Buy	9,551 +27	+0.3%	+$2.83K	0.11%	72
2023 Q4	$952K	Buy	9,524 +28	+0.3%	+$2.94K	0.1%	74
2023 Q3	$1.12M	Buy	9,496 +275	+3%	+$30.2K	0.13%	65
2023 Q2	$989K	Buy	9,221 +86	+0.9%	+$9.38K	0.11%	80
2023 Q1	$1M	Buy	9,135 +1,913	+26%	+$212K	0.12%	77
2022 Q4	$797K	Sell	7,222 -77	-1%	-$8.25K	0.1%	85
2022 Q3	$637K	Buy	7,299 +694	+11%	+$63.4K	0.09%	75
2022 Q2	$566K	Buy	6,605 +269	+4%	+$24.3K	0.07%	86
2022 Q1	$523K	Sell	6,336 -119	-2%	-$9.25K	0.07%	92
2021 Q4	$395K	Buy	6,455 +149	+2%	+$9.31K	0.05%	106
2021 Q3	$371K	Buy	6,306 +15	+0.2%	+$855	0.05%	99
2021 Q2	$397K	Buy	6,291 +26	+0.4%	+$1.55K	0.06%	92
2021 Q1	$350K	Buy	6,265 +42	+0.7%	+$2.2K	0.05%	94
2020 Q4	$257K	Buy	6,223 +1,017	+20%	+$38.1K	0.04%	102
2020 Q3	$179K	Buy	5,206 +18	+0.3%	+$736	0.03%	104
2020 Q2	$232K	Sell	5,188 -257	-5%	-$11.5K	0.05%	92
2020 Q1	$207K	Sell	5,445 -24,481	-82%	-$1.35M	0.05%	91
2019 Q4	$2.09M	Sell	29,926 -1,096	-4%	-$75.8K	0.4%	54
2019 Q3	$2.19M	Buy	31,022 +1,470	+5%	+$106K	0.46%	51
2019 Q2	$2.27M	Sell	29,552 -4,787	-14%	-$371K	0.51%	47
2019 Q1	$2.77M	Buy	34,339 +272	+0.8%	+$20.7K	0.66%	45
2018 Q4	$2.32M	Sell	34,067 -9,225	-21%	-$724K	0.58%	48
2018 Q3	$3.68M	Sell	43,292 -2,251	-5%	-$184K	0.9%	37
2018 Q2	$3.77M	Sell	45,543 -9,768	-18%	-$778K	1%	37
2018 Q1	$4.13M	Sell	55,311 -29,376	-35%	-$2.35M	1.14%	34
2017 Q4	$7.08M	Sell	84,687 -9,112	-10%	-$754K	2.09%	12
2017 Q3	$7.69M	Buy	93,799 +3,835	+4%	+$305K	2.48%	7
2017 Q2	$7.26M	Buy	89,964 +4,995	+6%	+$409K	2.53%	5
2017 Q1	$6.97M	Buy	84,969 +1,302	+2%	+$109K	2.64%	5
2016 Q4	$7.55M	Buy	83,667 +8,219	+11%	+$718K	2.96%	3
2016 Q3	$6.58M	Buy	75,448 +3,207	+4%	+$285K	2.91%	4
2016 Q2	$6.77M	Buy	72,241 +5,435	+8%	+$481K	3.05%	3
2016 Q1	$5.58M	Buy	66,806 +11,336	+20%	+$908K	2.72%	5
2015 Q4	$4.32M	Buy	55,470 +24,445	+79%	+$1.95M	2.25%	11
2015 Q3	$2.31M	Sell	31,025 -3,627	-10%	-$279K	1.47%	27
2015 Q2	$2.88M	Buy	34,652 +3,604	+12%	+$310K	1.84%	22
2015 Q1	$2.64M	Buy	31,048 +930	+3%	+$82.5K	1.79%	23
2014 Q4	$2.78M	Buy	+30,118	New	+$2.81M	1.94%	21

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

Blue Chip Partners's XOM Position: Q1 2026 in Review

Blue Chip Partners reduced its ExxonMobil (XOM) stake by 0.75% in Q1 2026, selling an estimated $16.5K and leaving 14,905 shares worth $2.53M. The position accounts for 0.18% of the portfolio, ranked #57.

Blue Chip Partners first reported a position in XOM in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.69M in Q3 2017. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Blue Chip Partners held 14,905 shares of ExxonMobil worth $2.53M as of Q1 2026.
Blue Chip Partners sold 113 ExxonMobil shares in Q1 2026, an estimated $16.5K.
ExxonMobil made up 0.18% of Blue Chip Partners's portfolio in Q1 2026, its #57 holding.
Blue Chip Partners first reported a position in ExxonMobil in Q4 2014 and has held it in 46 quarters since.
Blue Chip Partners's ExxonMobil position peaked at $7.69M in Q3 2017.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.