Clean Yield Group’s ExxonMobil XOM Stock Holding History

Clean Yield 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	$640K	Sell	3,771 -150	-4%	-$21.9K	0.18%	82
2025 Q4	$472K	Sell	3,921 -264	-6%	-$30.6K	0.13%	98
2025 Q3	$472K	Buy	4,185 +142	+4%	+$15.8K	0.13%	95
2025 Q2	$436K	Buy	4,043 +122	+3%	+$13K	0.13%	94
2025 Q1	$466K	Hold	3,921	–	–	0.15%	91
2024 Q4	$422K	Sell	3,921 -449	-10%	-$52.5K	0.13%	96
2024 Q3	$512K	Sell	4,370 -40	-0.9%	-$4.62K	0.16%	89
2024 Q2	$508K	Sell	4,410 -170	-4%	-$19.8K	0.19%	78
2024 Q1	$532K	Sell	4,580 -268	-6%	-$28K	0.21%	76
2023 Q4	$485K	Sell	4,848 -982	-17%	-$103K	0.2%	76
2023 Q3	$621K	Buy	5,830 +1,095	+23%	+$120K	0.28%	65
2023 Q2	$508K	Sell	4,735 -5	-0.1%	-$546	0.21%	79
2023 Q1	$520K	Sell	4,740 -258	-5%	-$28.5K	0.22%	77
2022 Q4	$551K	Buy	4,998 +401	+9%	+$43K	0.24%	79
2022 Q3	$401K	Buy	4,597 +117	+3%	+$10.7K	0.19%	91
2022 Q2	$384K	Sell	4,480 -160	-3%	-$14.4K	0.16%	93
2022 Q1	$383K	Hold	4,640	–	–	0.14%	101
2021 Q4	$284K	Sell	4,640 -327	-7%	-$20.4K	0.09%	131
2021 Q3	$292K	Buy	4,967 +327	+7%	+$18.6K	0.1%	129
2021 Q2	$293K	Hold	4,640	–	–	0.1%	116
2021 Q1	$259K	Hold	4,640	–	–	0.1%	123
2020 Q4	$191K	Sell	4,640 -492	-10%	-$18.4K	0.07%	144
2020 Q3	$176K	Buy	5,132 +72	+1%	+$2.94K	0.07%	130
2020 Q2	$226K	Sell	5,060 -795	-14%	-$35.7K	0.1%	112
2020 Q1	$222K	Sell	5,855 -5,433	-48%	-$300K	0.11%	111
2019 Q4	$788K	Buy	11,288 +945	+9%	+$65.3K	0.25%	73
2019 Q3	$730K	Buy	10,343 +2,592	+33%	+$187K	0.24%	70
2019 Q2	$594K	Buy	7,751 +850	+12%	+$65.8K	0.21%	76
2019 Q1	$558K	Sell	6,901 -1,550	-18%	-$118K	0.23%	74
2018 Q4	$576K	Buy	8,451 +2,304	+37%	+$181K	0.25%	78
2018 Q3	$523K	Buy	6,147 +1,950	+46%	+$159K	0.21%	91
2018 Q2	$347K	Buy	4,197 +421	+11%	+$33.5K	0.14%	106
2018 Q1	$282K	Sell	3,776 -2,000	-35%	-$160K	0.12%	118
2017 Q4	$483K	Hold	5,776	–	–	0.19%	98
2017 Q3	$474K	Hold	5,776	–	–	0.19%	96
2017 Q2	$469K	Sell	5,776 -2,000	-26%	-$164K	0.2%	99
2017 Q1	$638K	Buy	7,776 +1,175	+18%	+$98.2K	0.27%	82
2016 Q4	$596K	Buy	6,601 +1,000	+18%	+$87.4K	0.27%	82
2016 Q3	$489K	Sell	5,601 -216	-4%	-$19.2K	0.21%	90
2016 Q2	$545K	Sell	5,817 -50	-0.9%	-$4.42K	0.23%	84
2016 Q1	$501K	Sell	5,867 -600	-9%	-$48.1K	0.22%	84
2015 Q4	$496K	Sell	6,467 -123	-2%	-$9.83K	0.24%	83
2015 Q3	$542K	Sell	6,590 -1,263	-16%	-$97.3K	0.26%	82
2015 Q2	$653K	Sell	7,853 -702	-8%	-$60.4K	0.3%	83
2015 Q1	$727K	Sell	8,555 -586	-6%	-$52K	0.31%	77
2014 Q4	$845K	Sell	9,141 -577	-6%	-$53.8K	0.38%	73
2014 Q3	$914K	Sell	9,718 -1,274	-12%	-$127K	0.44%	71
2014 Q2	$1.11M	Buy	10,992 +1,515	+16%	+$153K	0.55%	66
2014 Q1	$926K	Sell	9,477 -2,350	-20%	-$224K	0.48%	68
2013 Q4	$1.2M	Hold	11,827	–	–	0.64%	59
2013 Q3	$1.02M	Hold	11,827	–	–	0.55%	61
2013 Q2	$1.07M	Buy	+11,827	New	+$1.06M	0.61%	56

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

Clean Yield Group's XOM Position: Q1 2026 in Review

Clean Yield Group reduced its ExxonMobil (XOM) stake by 3.8% in Q1 2026, selling an estimated $21.9K and leaving 3,771 shares worth $640K. The position accounts for 0.18% of the portfolio, ranked #82.

Clean Yield Group first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.2M in Q4 2013. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Clean Yield Group held 3,771 shares of ExxonMobil worth $640K as of Q1 2026.
Clean Yield Group sold 150 ExxonMobil shares in Q1 2026, an estimated $21.9K.
ExxonMobil made up 0.18% of Clean Yield Group's portfolio in Q1 2026, its #82 holding.
Clean Yield Group first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
Clean Yield Group's ExxonMobil position peaked at $1.2M in Q4 2013.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.