Bruce G. Allen Investments’s ExxonMobil XOM Stock Holding History

Bruce G. Allen Investments’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	$920K	Sell	5,423 -309	-5%	-$45.1K	0.6%	19
2025 Q4	$690K	Buy	5,732 +419	+8%	+$48.6K	0.47%	23
2025 Q3	$599K	Sell	5,313 -235	-4%	-$26.1K	0.43%	24
2025 Q2	$598K	Sell	5,548 -99	-2%	-$10.6K	0.45%	25
2025 Q1	$672K	Sell	5,647 -274	-5%	-$30.3K	0.53%	21
2024 Q4	$637K	Sell	5,921 -83	-1%	-$9.71K	0.52%	24
2024 Q3	$704K	Sell	6,004 -69	-1%	-$7.97K	0.55%	24
2024 Q2	$699K	Buy	6,073 +686	+13%	+$79.9K	0.59%	22
2024 Q1	$626K	Sell	5,387 -10	-0.2%	-$1.05K	0.51%	28
2023 Q4	$540K	Buy	+5,397	New	+$567K	0.49%	27

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

Bruce G. Allen Investments's XOM Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its ExxonMobil (XOM) stake by 5.4% in Q1 2026, selling an estimated $45.1K and leaving 5,423 shares worth $920K. The position accounts for 0.6% of the portfolio, ranked #19.

Bruce G. Allen Investments first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Bruce G. Allen Investments held 5,423 shares of ExxonMobil worth $920K as of Q1 2026.
Bruce G. Allen Investments sold 309 ExxonMobil shares in Q1 2026, an estimated $45.1K.
ExxonMobil made up 0.6% of Bruce G. Allen Investments's portfolio in Q1 2026, its #19 holding.
Bruce G. Allen Investments first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.