Bogart Wealth LLC’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 | $206M | Sell |
1,216,193
-169,144
| -12% | -$24.7M | 7.95% | 1 |
|
|
2025
Q4 | $167M | Buy |
1,385,337
+6,140
| +0.4% | +$712K | 6.69% | 1 |
|
|
2025
Q3 | $156M | Sell |
1,379,197
-19,170
| -1% | -$2.13M | 6.31% | 1 |
|
|
2025
Q2 | $151M | Buy |
1,398,367
+80,845
| +6% | +$8.64M | 6.44% | 1 |
|
|
2025
Q1 | $157M | Sell |
1,317,522
-15,288
| -1% | -$1.69M | 7.39% | 1 |
|
|
2024
Q4 | $143M | Buy |
1,332,810
+62,868
| +5% | +$7.35M | 6.8% | 1 |
|
|
2024
Q3 | $149M | Buy |
1,269,942
+10,397
| +0.8% | +$1.2M | 7.05% | 1 |
|
|
2024
Q2 | $145M | Sell |
1,259,545
-134,630
| -10% | -$15.7M | 7.38% | 1 |
|
|
2024
Q1 | $162M | Sell |
1,394,175
-52,518
| -4% | -$5.49M | 8.34% | 1 |
|
|
2023
Q4 | $145M | Buy |
1,446,693
+74,641
| +5% | +$7.84M | 8.16% | 1 |
|
|
2023
Q3 | $161M | Sell |
1,372,052
-75,119
| -5% | -$8.24M | 9.97% | 1 |
|
|
2023
Q2 | $155M | Sell |
1,447,171
-39,170
| -3% | -$4.27M | 9.84% | 1 |
|
|
2023
Q1 | $163M | Sell |
1,486,341
-53,908
| -3% | -$5.96M | 10.88% | 1 |
|
|
2022
Q4 | $170M | Sell |
1,540,249
-131,384
| -8% | -$14.1M | 11.83% | 1 |
|
|
2022
Q3 | $146M | Buy |
1,671,633
+193,552
| +13% | +$17.7M | 12.18% | 1 |
|
|
2022
Q2 | $127M | Sell |
1,478,081
-79,404
| -5% | -$7.16M | 11.1% | 1 |
|
|
2022
Q1 | $129M | Sell |
1,557,485
-116,682
| -7% | -$9.07M | 11% | 1 |
|
|
2021
Q4 | $102M | Buy |
1,674,167
+74,025
| +5% | +$4.63M | 9.25% | 1 |
|
|
2021
Q3 | $94.1M | Buy |
1,600,142
+198,262
| +14% | +$11.3M | 9.58% | 1 |
|
|
2021
Q2 | $88.4M | Buy |
1,401,880
+84,325
| +6% | +$5.03M | 9.66% | 1 |
|
|
2021
Q1 | $73.6M | Buy |
1,317,555
+476,532
| +57% | +$25M | 10.25% | 1 |
|
|
2020
Q4 | $34.7M | Buy |
841,023
+180,582
| +27% | +$6.77M | 6.43% | 2 |
|
|
2020
Q3 | $22.7M | Buy |
660,441
+117,987
| +22% | +$4.82M | 5.03% | 5 |
|
|
2020
Q2 | $24.3M | Buy |
542,454
+42,220
| +8% | +$1.89M | 5.7% | 4 |
|
|
2020
Q1 | $19M | Buy |
500,234
+86,299
| +21% | +$4.77M | 5.18% | 5 |
|
|
2019
Q4 | $28.9M | Buy |
413,935
+37,199
| +10% | +$2.57M | 9.23% | 2 |
|
|
2019
Q3 | $26.6M | Buy |
376,736
+23,445
| +7% | +$1.7M | 13.09% | 2 |
|
|
2019
Q2 | $27.1M | Buy |
353,291
+840
| +0.2% | +$65K | 16.36% | 1 |
|
|
2019
Q1 | $28.5M | Buy |
352,451
+34,545
| +11% | +$2.63M | 13.74% | 2 |
|
|
2018
Q4 | $21.7M | Buy |
317,906
+675
| +0.2% | +$53K | 10.85% | 3 |
|
|
2018
Q3 | $27M | Buy |
317,231
+24,984
| +9% | +$2.04M | 15.62% | 1 |
|
|
2018
Q2 | $24.2M | Buy |
292,247
+45,028
| +18% | +$3.59M | 14.7% | 1 |
|
|
2018
Q1 | $18.8M | Buy |
247,219
+117,855
| +91% | +$9.42M | 10.87% | 3 |
|
|
2017
Q4 | $10.8M | Buy |
129,364
+38,527
| +42% | +$3.19M | 6.94% | 5 |
|
|
2017
Q3 | $7.45M | Buy |
90,837
+34,823
| +62% | +$2.77M | 5.51% | 6 |
|
|
2017
Q2 | $4.52M | Sell |
56,014
-2,635
| -4% | -$216K | 2.9% | 10 |
|
|
2017
Q1 | $4.81M | Sell |
58,649
-846
| -1% | -$70.7K | 3.2% | 10 |
|
|
2016
Q4 | $5.37M | Buy |
+59,495
| New | +$5.2M | 3.64% | 11 |
|
Other funds holding XOM
VCM
VPM
Bogart Wealth LLC's XOM Position: Q1 2026 in Review
Bogart Wealth LLC reduced its ExxonMobil (XOM) stake by 12% in Q1 2026, selling an estimated $24.7M and leaving 1,216,193 shares worth $206M. The position accounts for 7.95% of the portfolio, ranked #1.
Bogart Wealth LLC first reported a position in XOM in Q4 2016 and has held it in 38 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Bogart Wealth LLC held 1,216,193 shares of ExxonMobil worth $206M as of Q1 2026.
- Bogart Wealth LLC sold 169,144 ExxonMobil shares in Q1 2026, an estimated $24.7M.
- ExxonMobil made up 7.95% of Bogart Wealth LLC's portfolio in Q1 2026, its #1 holding.
- Bogart Wealth LLC first reported a position in ExxonMobil in Q4 2016 and has held it in 38 quarters since.
- 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.