Bollard Group’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
$5.26M Buy
31,014
+201
+0.7% +$29.3K 0.16% 61
2025
Q4
$3.71M Buy
30,813
+144
+0.5% +$16.7K 0.09% 66
2025
Q3
$3.46M Buy
30,669
+147
+0.5% +$16.3K 0.08% 74
2025
Q2
$3.29M Buy
30,522
+793
+3% +$84.8K 0.08% 74
2025
Q1
$3.54M Buy
29,729
+146
+0.5% +$16.1K 0.09% 65
2024
Q4
$3.18M Buy
29,583
+139
+0.5% +$16.3K 0.09% 66
2024
Q3
$3.45M Buy
29,444
+132
+0.5% +$15.2K 0.09% 69
2024
Q2
$3.37M Buy
29,312
+1,806
+7% +$210K 0.1% 65
2024
Q1
$3.2M Buy
27,506
+1,824
+7% +$191K 0.1% 66
2023
Q4
$2.57M Buy
25,682
+127
+0.5% +$13.3K 0.09% 70
2023
Q3
$3M Buy
25,555
+2
+0% +$219 0.11% 69
2023
Q2
$2.74M Buy
25,553
+215
+0.8% +$23.5K 0.09% 78
2023
Q1
$2.78M Hold
25,338
0.1% 76
2022
Q4
$2.79M Hold
25,338
0.11% 76
2022
Q3
$2.21M Hold
25,338
0.09% 85
2022
Q2
$2.17M Hold
25,338
0.09% 91
2022
Q1
$2.09M Buy
25,338
+136
+0.5% +$10.6K 0.07% 108
2021
Q4
$1.54M Hold
25,202
0.05% 117
2021
Q3
$1.48M Hold
25,202
0.05% 115
2021
Q2
$1.59M Buy
25,202
+12,900
+105% +$770K 0.05% 108
2021
Q1
$687K Hold
12,302
0.02% 144
2020
Q4
$507K Sell
12,302
-13,380
-52% -$502K 0.02% 146
2020
Q3
$882K Buy
25,682
+290
+1% +$11.9K 0.03% 123
2020
Q2
$1.14M Buy
25,392
+202
+0.8% +$9.06K 0.04% 109
2020
Q1
$956K Sell
25,190
-724
-3% -$40K 0.04% 106
2019
Q4
$1.81M Sell
25,914
-1,186
-4% -$82K 0.06% 108
2019
Q3
$1.91M Sell
27,100
-1,147
-4% -$82.9K 0.07% 103
2019
Q2
$2.17M Buy
28,247
+35
+0.1% +$2.71K 0.07% 111
2019
Q1
$2.28M Buy
28,212
+36
+0.1% +$2.75K 0.09% 105
2018
Q4
$1.92M Buy
28,176
+1,262
+5% +$99K 0.08% 106
2018
Q3
$2.29M Buy
26,914
+34
+0.1% +$2.78K 0.09% 101
2018
Q2
$2.22M Buy
26,880
+33
+0.1% +$2.63K 0.1% 97
2018
Q1
$2M Buy
26,847
+1,133
+4% +$90.6K 0.1% 105
2017
Q4
$2.15M Sell
25,714
-1,082
-4% -$89.5K 0.1% 97
2017
Q3
$2.2M Sell
26,796
-5,815
-18% -$462K 0.12% 100
2017
Q2
$2.63M Buy
32,611
+86
+0.3% +$7.04K 0.14% 87
2017
Q1
$2.67M Buy
32,525
+1,582
+5% +$132K 0.15% 85
2016
Q4
$2.79M Buy
30,943
+75
+0.2% +$6.55K 0.18% 75
2016
Q3
$2.69M Buy
30,868
+712
+2% +$63.2K 0.17% 77
2016
Q2
$2.83M Buy
30,156
+67
+0.2% +$5.92K 0.19% 64
2016
Q1
$2.52M Buy
30,089
+69
+0.2% +$5.53K 0.2% 67
2015
Q4
$2.34M Buy
30,020
+76
+0.3% +$6.08K 0.19% 72
2015
Q3
$2.23M Buy
29,944
+296
+1% +$22.8K 0.18% 79
2015
Q2
$2.47M Buy
29,648
+249
+0.8% +$21.4K 0.19% 75
2015
Q1
$2.5M Buy
29,399
+235
+0.8% +$20.8K 0.19% 79
2014
Q4
$2.7M Buy
29,164
+1,915
+7% +$179K 0.24% 63
2014
Q3
$2.56M Sell
27,249
-88
-0.3% -$8.77K 0.24% 65
2014
Q2
$2.75M Buy
27,337
+36
+0.1% +$3.63K 0.27% 57
2014
Q1
$2.67M Buy
27,301
+35
+0.1% +$3.34K 0.27% 53
2013
Q4
$2.76M Sell
27,266
-2,166
-7% -$200K 0.3% 53
2013
Q3
$2.53M Buy
29,432
+11,982
+69% +$1.08M 0.3% 53
2013
Q2
$1.58M Buy
+17,450
New +$1.57M 0.3% 58

Other funds holding XOM

Bollard Group's XOM Position: Q1 2026 in Review

Bollard Group increased its ExxonMobil (XOM) stake by 0.65% in Q1 2026, buying an estimated $29.3K and bringing the position to 31,014 shares worth $5.26M. The position accounts for 0.16% of the portfolio, ranked #61.

Bollard Group first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Bollard Group held 31,014 shares of ExxonMobil worth $5.26M as of Q1 2026.
  • Bollard Group bought 201 ExxonMobil shares in Q1 2026, an estimated $29.3K.
  • ExxonMobil made up 0.16% of Bollard Group's portfolio in Q1 2026, its #61 holding.
  • Bollard Group first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.