CKW Financial Group’s ExxonMobil XOM Stock Holding History

CKW Financial Group’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	$215K	Buy	1,338 +6	+0.5%	+$876	0.02%	41
2025 Q4	$160K	Buy	1,332 +7	+0.5%	+$812	0.02%	50
2025 Q3	$148K	Buy	1,325 +8	+0.6%	+$889	0.02%	51
2025 Q2	$144K	Buy	1,317 +8	+0.6%	+$855	0.02%	50
2025 Q1	$156K	Buy	1,309 +7	+0.5%	+$774	0.02%	49
2024 Q4	$140K	Buy	1,302 +7	+0.5%	+$819	0.02%	70
2024 Q3	$155K	Buy	1,295 +7	+0.5%	+$808	0.02%	69
2024 Q2	$148K	Buy	1,288 +6	+0.5%	+$699	0.02%	68
2024 Q1	$150K	Buy	1,282 +7	+0.5%	+$732	0.02%	70
2023 Q4	$127K	Buy	1,275 +708	+125%	+$74.4K	0.02%	73
2023 Q3	$67K	Buy	567 +1	+0.2%	+$110	0.01%	113
2023 Q2	$61K	Hold	566	–	–	0.01%	118
2023 Q1	$62K	Buy	566 +1	+0.2%	+$111	0.01%	102
2022 Q4	$62K	Buy	565 +1	+0.2%	+$107	0.01%	100
2022 Q3	$49K	Buy	564 +1	+0.2%	+$91	0.01%	112
2022 Q2	$49K	Hold	563	–	–	0.01%	113
2022 Q1	$47K	Buy	563 +163	+41%	+$12.7K	0.01%	128
2021 Q4	$20K	Hold	400	–	–	﹤0.01%	170
2021 Q3	$24K	Hold	400	–	–	﹤0.01%	158
2021 Q2	$25K	Hold	400	–	–	﹤0.01%	163
2021 Q1	$22K	Hold	400	–	–	﹤0.01%	139
2020 Q4	$16K	Hold	400	–	–	﹤0.01%	136
2020 Q3	$13K	Hold	400	–	–	﹤0.01%	138
2020 Q2	$17K	Hold	400	–	–	﹤0.01%	126
2020 Q1	$15K	Sell	400 -930	-70%	-$51.4K	﹤0.01%	123
2019 Q4	$93K	Hold	1,330	–	–	0.02%	71
2019 Q3	$92K	Hold	1,330	–	–	0.02%	67
2019 Q2	$102K	Buy	1,330 +930	+233%	+$72K	0.02%	67
2019 Q1	$32K	Hold	400	–	–	0.01%	119
2018 Q4	$27K	Hold	400	–	–	0.01%	122
2018 Q3	$34K	Hold	400	–	–	0.01%	118
2018 Q2	$33K	Sell	400 -120	-23%	-$9.56K	0.01%	113
2018 Q1	$38K	Buy	520 +120	+30%	+$9.59K	0.01%	94
2017 Q4	$33K	Hold	400	–	–	0.01%	105
2017 Q3	$33K	Hold	400	–	–	0.01%	104
2017 Q2	$33K	Hold	400	–	–	0.01%	112
2017 Q1	$33K	Hold	400	–	–	0.01%	111
2016 Q4	$36K	Hold	400	–	–	0.01%	101
2016 Q3	$35K	Hold	400	–	–	0.01%	103
2016 Q2	$37K	Hold	400	–	–	0.01%	102
2016 Q1	$33K	Hold	400	–	–	0.01%	94
2015 Q4	$31K	Hold	400	–	–	0.01%	96
2015 Q3	$30K	Sell	400 -1,148	-74%	-$88.5K	0.01%	91
2015 Q2	$129K	Buy	1,548 +32	+2%	+$2.75K	0.05%	47
2015 Q1	$128K	Sell	1,516 -202	-12%	-$17.9K	0.05%	48
2014 Q4	$159K	Sell	1,718 -707	-29%	-$65.9K	0.07%	39
2014 Q3	$228K	Sell	2,425 -56	-2%	-$5.58K	0.1%	22
2014 Q2	$252K	Sell	2,481 -56	-2%	-$5.65K	0.13%	19
2014 Q1	$248K	Buy	2,537 +55	+2%	+$5.24K	0.12%	21
2013 Q4	$251K	Buy	+2,482	New	+$229K	0.13%	19

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

CKW Financial Group's XOM Position: Q1 2026 in Review

CKW Financial Group increased its ExxonMobil (XOM) stake by 0.45% in Q1 2026, buying an estimated $876 and bringing the position to 1,338 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #41.

CKW Financial Group first reported a position in XOM in Q4 2013 and has held it in 50 quarters since. The position peaked at $252K in Q2 2014. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

CKW Financial Group held 1,338 shares of ExxonMobil worth $215K as of Q1 2026.
CKW Financial Group bought 6 ExxonMobil shares in Q1 2026, an estimated $876.
ExxonMobil made up 0.02% of CKW Financial Group's portfolio in Q1 2026, its #41 holding.
CKW Financial Group first reported a position in ExxonMobil in Q4 2013 and has held it in 50 quarters since.
CKW Financial Group's ExxonMobil position peaked at $252K in Q2 2014.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on CKW Financial Group's 13F filing for Q1 2026, filed 7 May 2026.