Bridges Investment Management’s ExxonMobil XOM Stock Holding History

Bridges Investment Management’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	$12.4M	Sell	72,952 -2,508	-3%	-$366K	0.17%	85
2025 Q4	$9.08M	Sell	75,460 -986	-1%	-$114K	0.12%	90
2025 Q3	$8.62M	Buy	76,446 +862	+1%	+$95.8K	0.11%	94
2025 Q2	$8.15M	Sell	75,584 -894	-1%	-$95.6K	0.11%	96
2025 Q1	$9.1M	Sell	76,478 -749	-1%	-$82.8K	0.13%	91
2024 Q4	$8.31M	Sell	77,227 -82	-0.1%	-$9.59K	0.12%	95
2024 Q3	$9.06M	Sell	77,309 -1,503	-2%	-$174K	0.13%	93
2024 Q2	$9.07M	Buy	78,812 +18,156	+30%	+$2.11M	0.14%	88
2024 Q1	$7.05M	Buy	60,656 +320	+0.5%	+$33.5K	0.22%	67
2023 Q4	$6.03M	Hold	60,336	–	–	0.2%	69
2023 Q3	$7.09M	Sell	60,336 -359	-0.6%	-$39.4K	0.25%	64
2023 Q2	$6.51M	Sell	60,695 -4,520	-7%	-$493K	0.22%	67
2023 Q1	$7.15M	Sell	65,215 -1,144	-2%	-$127K	0.25%	63
2022 Q4	$7.32M	Sell	66,359 -5,835	-8%	-$625K	0.27%	64
2022 Q3	$6.3M	Sell	72,194 -4,765	-6%	-$435K	0.24%	66
2022 Q2	$6.59M	Sell	76,959 -2,055	-3%	-$185K	0.24%	69
2022 Q1	$6.53M	Sell	79,014 -1,247	-2%	-$96.9K	0.2%	71
2021 Q4	$4.91M	Buy	80,261 +5,640	+8%	+$352K	0.14%	82
2021 Q3	$4.39M	Buy	74,621 +343	+0.5%	+$19.5K	0.14%	86
2021 Q2	$4.68M	Sell	74,278 -1,635	-2%	-$97.6K	0.14%	87
2021 Q1	$4.24M	Sell	75,913 -6,463	-8%	-$339K	0.12%	88
2020 Q4	$3.4M	Sell	82,376 -15,180	-16%	-$569K	0.1%	93
2020 Q3	$3.35M	Sell	97,556 -3,830	-4%	-$157K	0.11%	91
2020 Q2	$4.53M	Sell	101,386 -3,650	-3%	-$164K	0.17%	86
2020 Q1	$3.99M	Sell	105,036 -7,382	-7%	-$408K	0.18%	86
2019 Q4	$7.84M	Sell	112,418 -15,097	-12%	-$1.04M	0.29%	71
2019 Q3	$9M	Buy	127,515 +70	+0.1%	+$5.06K	0.34%	65
2019 Q2	$9.77M	Sell	127,445 -6,503	-5%	-$503K	0.37%	63
2019 Q1	$10.8M	Sell	133,948 -6,489	-5%	-$495K	0.44%	53
2018 Q4	$9.58M	Buy	140,437 +3,164	+2%	+$248K	0.45%	53
2018 Q3	$11.7M	Sell	137,273 -4,252	-3%	-$348K	0.58%	41
2018 Q2	$11.7M	Sell	141,525 -1,575	-1%	-$125K	0.53%	44
2018 Q1	$10.7M	Buy	143,100 +49,333	+53%	+$3.94M	0.49%	52
2017 Q4	$7.84M	Sell	93,767 -1,056	-1%	-$87.3K	0.63%	45
2017 Q3	$7.77M	Buy	94,823 +41,421	+78%	+$3.29M	0.74%	40
2017 Q2	$4.31M	Buy	53,402 +2,325	+5%	+$190K	0.58%	43
2017 Q1	$4.19M	Sell	51,077 -4,766	-9%	-$398K	0.58%	41
2016 Q4	$5.04M	Sell	55,843 -233	-0.4%	-$20.4K	0.72%	35
2016 Q3	$4.89M	Buy	56,076 +42	+0.1%	+$3.73K	0.82%	36
2016 Q2	$5.25M	Buy	56,034 +2,500	+5%	+$221K	0.91%	31
2016 Q1	$4.47M	Buy	53,534 +3,707	+7%	+$297K	0.81%	37
2015 Q4	$3.88M	Buy	49,827 +907	+2%	+$72.5K	0.69%	40
2015 Q3	$4.07M	Hold	48,920	–	–	0.71%	37
2015 Q2	$4.07M	Buy	48,920 +2,963	+6%	+$255K	0.71%	37
2015 Q1	$3.91M	Sell	45,957 -301	-0.7%	-$26.7K	0.68%	35
2014 Q4	$4.28M	Buy	46,258 +4,961	+12%	+$463K	0.76%	35
2014 Q3	$3.88M	Buy	41,297 +8,394	+26%	+$836K	0.73%	36
2014 Q2	$3.31M	Buy	32,903 +5,721	+21%	+$577K	0.63%	40
2014 Q1	$2.65M	Buy	27,182 +4,579	+20%	+$436K	0.55%	41
2013 Q4	$2.29M	Buy	22,603 +4,110	+22%	+$380K	0.52%	45
2013 Q3	$1.59M	Buy	18,493 +547	+3%	+$49.3K	0.39%	55
2013 Q2	$1.62M	Buy	+17,946	New	+$1.61M	0.43%	54

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

Bridges Investment Management's XOM Position: Q1 2026 in Review

Bridges Investment Management reduced its ExxonMobil (XOM) stake by 3.3% in Q1 2026, selling an estimated $366K and leaving 72,952 shares worth $12.4M. The position accounts for 0.17% of the portfolio, ranked #85.

Bridges Investment Management 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.

Bridges Investment Management held 72,952 shares of ExxonMobil worth $12.4M as of Q1 2026.
Bridges Investment Management sold 2,508 ExxonMobil shares in Q1 2026, an estimated $366K.
ExxonMobil made up 0.17% of Bridges Investment Management's portfolio in Q1 2026, its #85 holding.
Bridges Investment Management 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 Bridges Investment Management's 13F filing for Q1 2026, filed 4 May 2026.