Calton & Associates’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 | $3.26M | Sell |
19,238
-7,158
| -27% | -$1.04M | 0.47% | 51 |
|
|
2025
Q4 | $3.18M | Sell |
26,396
-721
| -3% | -$83.6K | 0.47% | 46 |
|
|
2025
Q3 | $3.06M | Buy |
27,117
+5,673
| +26% | +$631K | 0.46% | 48 |
|
|
2025
Q2 | $2.31M | Buy |
21,444
+7,385
| +53% | +$789K | 0.4% | 56 |
|
|
2025
Q1 | $1.67M | Buy |
14,059
+7,197
| +105% | +$796K | 0.38% | 55 |
|
|
2024
Q4 | $738K | Sell |
6,862
-4,146
| -38% | -$485K | 0.33% | 77 |
|
|
2024
Q3 | $1.29M | Buy |
11,008
+4,070
| +59% | +$470K | 0.49% | 50 |
|
|
2024
Q2 | $799K | Sell |
6,938
-7,228
| -51% | -$842K | 0.4% | 66 |
|
|
2024
Q1 | $1.65M | Sell |
14,166
-7,198
| -34% | -$753K | 0.8% | 28 |
|
|
2023
Q4 | $2.14M | Sell |
21,364
-4,349
| -17% | -$457K | 0.86% | 27 |
|
|
2023
Q3 | $3.02M | Buy |
25,713
+6,708
| +35% | +$736K | 4.42% | 5 |
|
|
2023
Q2 | $2.04M | Sell |
19,005
-1,843
| -9% | -$201K | 0.95% | 25 |
|
|
2023
Q1 | $2.29M | Sell |
20,848
-323
| -2% | -$35.7K | 1.06% | 23 |
|
|
2022
Q4 | $2.34M | Buy |
21,171
+341
| +2% | +$36.5K | 0.9% | 24 |
|
|
2022
Q3 | $1.82M | Sell |
20,830
-567
| -3% | -$51.8K | 1.04% | 25 |
|
|
2022
Q2 | $1.83M | Sell |
21,397
-8,474
| -28% | -$764K | 1.02% | 24 |
|
|
2022
Q1 | $2.06M | Buy |
29,871
+376
| +1% | +$29.2K | 0.61% | 37 |
|
|
2021
Q4 | $1.5M | Sell |
29,495
-1,187
| -4% | -$74.2K | 0.4% | 59 |
|
|
2021
Q3 | $1.52M | Sell |
30,682
-2,265
| -7% | -$129K | 0.33% | 77 |
|
|
2021
Q2 | $2.08M | Buy |
32,947
+4,508
| +16% | +$269K | 0.4% | 56 |
|
|
2021
Q1 | $1.31M | Sell |
28,439
-3,648
| -11% | -$191K | 0.26% | 77 |
|
|
2020
Q4 | $1.32M | Buy |
32,087
+4,903
| +18% | +$184K | 0.24% | 81 |
|
|
2020
Q3 | $767K | Buy |
27,184
+5,985
| +28% | +$245K | 0.16% | 116 |
|
|
2020
Q2 | $948K | Sell |
21,199
-86
| -0.4% | -$3.86K | 0.21% | 88 |
|
|
2020
Q1 | $808K | Sell |
21,285
-1,886
| -8% | -$104K | 0.2% | 96 |
|
|
2019
Q4 | $1.62M | Buy |
23,171
+5,773
| +33% | +$399K | 0.32% | 62 |
|
|
2019
Q3 | $1.23M | Sell |
17,398
-4,992
| -22% | -$361K | 0.27% | 70 |
|
|
2019
Q2 | $1.72M | Sell |
22,390
-2,235
| -9% | -$173K | 0.48% | 38 |
|
|
2019
Q1 | $1.99M | Buy |
24,625
+3,305
| +16% | +$252K | 0.61% | 29 |
|
|
2018
Q4 | $1.45M | Buy |
21,320
+4,445
| +26% | +$349K | 0.53% | 37 |
|
|
2018
Q3 | $1.44M | Buy |
16,875
+749
| +5% | +$61.2K | 0.42% | 39 |
|
|
2018
Q2 | $1.3M | Sell |
16,126
-8,047
| -33% | -$641K | 0.38% | 45 |
|
|
2018
Q1 | $1.8M | Buy |
24,173
+8,164
| +51% | +$653K | 0.52% | 34 |
|
|
2017
Q4 | $1.41M | Buy |
+16,009
| New | +$1.32M | 0.36% | 45 |
|
Other funds holding XOM
VCM
VPM
Calton & Associates's XOM Position: Q1 2026 in Review
Calton & Associates reduced its ExxonMobil (XOM) stake by 27% in Q1 2026, selling an estimated $1.04M and leaving 19,238 shares worth $3.26M. The position accounts for 0.47% of the portfolio, ranked #51.
Calton & Associates first reported a position in XOM in Q4 2017 and has held it in 34 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Calton & Associates held 19,238 shares of ExxonMobil worth $3.26M as of Q1 2026.
- Calton & Associates sold 7,158 ExxonMobil shares in Q1 2026, an estimated $1.04M.
- ExxonMobil made up 0.47% of Calton & Associates's portfolio in Q1 2026, its #51 holding.
- Calton & Associates first reported a position in ExxonMobil in Q4 2017 and has held it in 34 quarters since.
- 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.