Chase Investment Counsel’s ExxonMobil XOM Stock Holding History

Chase Investment Counsel’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	$509K	Buy	+3,006	New	+$439K	0.13%	107
2025 Q4	–	Sell	-1,867	Closed	-$210K	–	156
2025 Q3	$210K	Buy	+1,867	New	+$208K	0.06%	127
2023 Q1	–	Sell	-4,064	Closed	-$448K	–	110
2022 Q4	$448K	Hold	4,064	–	–	0.27%	60
2022 Q3	$354K	Hold	4,064	–	–	0.22%	64
2022 Q2	$348K	Sell	4,064 -22	-0.5%	-$1.98K	0.19%	79
2022 Q1	$337K	Buy	+4,086	New	+$318K	0.15%	85
2019 Q3	–	Sell	-4,620	Closed	-$354K	–	114
2019 Q2	$354K	Hold	4,620	–	–	0.18%	75
2019 Q1	$373K	Buy	4,620 +1,680	+57%	+$128K	0.19%	74
2018 Q4	$200K	Buy	+2,940	New	+$231K	0.12%	89

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

Chase Investment Counsel's XOM Position: Q1 2026 in Review

Chase Investment Counsel opened a new position in ExxonMobil (XOM) in Q1 2026: 3,006 shares worth $509K. The stake represents 0.13% of the portfolio and ranks #107 among its holdings. This is a return to the name: Chase Investment Counsel previously reported a position in XOM as recently as Q3 2025.

Chase Investment Counsel first reported a position in XOM in Q4 2018 and has held it in 9 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Chase Investment Counsel held 3,006 shares of ExxonMobil worth $509K as of Q1 2026.
ExxonMobil was a new Chase Investment Counsel position in Q1 2026.
ExxonMobil made up 0.13% of Chase Investment Counsel's portfolio in Q1 2026, its #107 holding.
Chase Investment Counsel first reported a position in ExxonMobil in Q4 2018 and has held it in 9 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Chase Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.