Broadleaf Partners’s ExxonMobil XOM Stock Holding History

Broadleaf 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	$566K	Sell	3,334 -16	-0.5%	-$2.33K	0.13%	53
2025 Q4	$403K	Buy	3,350 +34	+1%	+$3.94K	0.09%	61
2025 Q3	$374K	Sell	3,316 -1,496	-31%	-$166K	0.08%	59
2025 Q2	$519K	Hold	4,812	–	–	0.11%	55
2025 Q1	$572K	Hold	4,812	–	–	0.15%	55
2024 Q4	$518K	Sell	4,812 -1,645	-25%	-$192K	0.12%	55
2024 Q3	$757K	Hold	6,457	–	–	0.18%	50
2024 Q2	$743K	Hold	6,457	–	–	0.18%	46
2024 Q1	$751K	Hold	6,457	–	–	0.19%	49
2023 Q4	$646K	Hold	6,457	–	–	0.19%	51
2023 Q3	$759K	Hold	6,457	–	–	0.25%	44
2023 Q2	$693K	Buy	6,457 +1,550	+32%	+$169K	0.23%	46
2023 Q1	$538K	Hold	4,907	–	–	0.19%	49
2022 Q4	$541K	Hold	4,907	–	–	0.21%	48
2022 Q3	$428K	Buy	4,907 +1,430	+41%	+$131K	0.18%	49
2022 Q2	$298K	Hold	3,477	–	–	0.12%	56
2022 Q1	$287K	Hold	3,477	–	–	0.1%	60
2021 Q4	$213K	Hold	3,477	–	–	0.07%	71
2021 Q3	$205K	Hold	3,477	–	–	0.07%	71
2021 Q2	$219K	Buy	+3,477	New	+$208K	0.08%	72
2020 Q1	–	Sell	-3,746	Closed	-$261K	–	68
2019 Q4	$261K	Buy	+3,746	New	+$259K	0.14%	57
2018 Q1	–	Sell	-2,780	Closed	-$233K	–	57
2017 Q4	$233K	Buy	+2,780	New	+$230K	0.19%	46

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

Broadleaf Partners's XOM Position: Q1 2026 in Review

Broadleaf Partners reduced its ExxonMobil (XOM) stake by 0.48% in Q1 2026, selling an estimated $2.33K and leaving 3,334 shares worth $566K. The position accounts for 0.13% of the portfolio, ranked #53.

Broadleaf Partners first reported a position in XOM in Q4 2017 and has held it in 22 quarters since. The position peaked at $759K in Q3 2023. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Broadleaf Partners held 3,334 shares of ExxonMobil worth $566K as of Q1 2026.
Broadleaf Partners sold 16 ExxonMobil shares in Q1 2026, an estimated $2.33K.
ExxonMobil made up 0.13% of Broadleaf Partners's portfolio in Q1 2026, its #53 holding.
Broadleaf Partners first reported a position in ExxonMobil in Q4 2017 and has held it in 22 quarters since.
Broadleaf Partners's ExxonMobil position peaked at $759K in Q3 2023.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.