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Cladis Investment Advisory’s ExxonMobil XOM Stock Holding History

Cladis Investment Advisory’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 		$3.61M Sell
21,297
-339
-2% -$49.5K 1.99% 8
2025
Q4 		$2.6M Buy
21,636
+102
+0.5% +$11.8K 1.43% 15
2025
Q3 		$2.43M Buy
21,534
+3
+0% +$333 1.39% 14
2025
Q2 		$2.32M Buy
21,531
+2,229
+12% +$238K 1.45% 15
2025
Q1 		$2.3M Buy
19,302
+78
+0.4% +$8.63K 1.66% 14
2024
Q4 		$2.07M Sell
19,224
-348
-2% -$40.7K 1.47% 16
2024
Q3 		$2.29M Sell
19,572
-257
-1% -$29.7K 1.59% 12
2024
Q2 		$2.28M Buy
19,829
+3,096
+19% +$361K 1.66% 11
2024
Q1 		$1.95M Sell
16,733
-1,213
-7% -$127K 1.43% 15
2023
Q4 		$1.79M Sell
17,946
-678
-4% -$71.3K 1.41% 15
2023
Q3 		$2.19M Buy
18,624
+1,703
+10% +$187K 1.92% 10
2023
Q2 		$1.81M Buy
16,921
+1,102
+7% +$120K 1.58% 14
2023
Q1 		$1.73M Buy
15,819
+362
+2% +$40K 1.56% 14
2022
Q4 		$1.7M Sell
15,457
-647
-4% -$69.3K 1.7% 13
2022
Q3 		$1.41M Sell
16,104
-658
-4% -$60.1K 1.52% 15
2022
Q2 		$1.44M Sell
16,762
-3,097
-16% -$279K 1.43% 19
2022
Q1 		$1.64M Sell
19,859
-97
-0.5% -$7.54K 1.33% 17
2021
Q4 		$1.22M Buy
+19,956
New +$1.25M 0.98% 30

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cladis Investment Advisory's XOM Position: Q1 2026 in Review

Cladis Investment Advisory reduced its ExxonMobil (XOM) stake by 1.6% in Q1 2026, selling an estimated $49.5K and leaving 21,297 shares worth $3.61M. The position accounts for 1.99% of the portfolio, ranked #8.

Cladis Investment Advisory first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Cladis Investment Advisory held 21,297 shares of ExxonMobil worth $3.61M as of Q1 2026.
  • Cladis Investment Advisory sold 339 ExxonMobil shares in Q1 2026, an estimated $49.5K.
  • ExxonMobil made up 1.99% of Cladis Investment Advisory's portfolio in Q1 2026, its #8 holding.
  • Cladis Investment Advisory first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.