Clear Investment Research’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 | $277K | Buy |
+1,633
| New | +$238K | 0.43% | 47 |
|
|
2025
Q4 | – | Sell |
-1,633
| Closed | -$184K | – | 247 |
|
|
2025
Q3 | $184K | Buy |
1,633
+111
| +7% | +$12.3K | 0.25% | 63 |
|
|
2025
Q2 | $164K | Buy |
1,522
+4
| +0.3% | +$428 | 0.21% | 68 |
|
|
2025
Q1 | $181K | Sell |
1,518
-12
| -0.8% | -$1.33K | 0.24% | 59 |
|
|
2024
Q4 | $165K | Buy |
1,530
+18
| +1% | +$2.11K | 0.21% | 60 |
|
|
2024
Q3 | $177K | Buy |
1,512
+109
| +8% | +$12.6K | 0.23% | 59 |
|
|
2024
Q2 | $162K | Buy |
1,403
+362
| +35% | +$42.2K | 0.21% | 59 |
|
|
2024
Q1 | $121K | Buy |
1,041
+37
| +4% | +$3.87K | 0.16% | 63 |
|
|
2023
Q4 | $100K | Buy |
1,004
+32
| +3% | +$3.36K | 0.14% | 72 |
|
|
2023
Q3 | $114K | Buy |
972
+100
| +11% | +$11K | 0.2% | 61 |
|
|
2023
Q2 | $93.5K | Sell |
872
-363
| -29% | -$39.6K | 0.16% | 66 |
|
|
2023
Q1 | $135K | Buy |
1,235
+10
| +0.8% | +$1.11K | 0.24% | 55 |
|
|
2022
Q4 | $135K | Buy |
1,225
+187
| +18% | +$20K | 0.26% | 53 |
|
|
2022
Q3 | $91K | Buy |
1,038
+552
| +114% | +$50.4K | 0.19% | 60 |
|
|
2022
Q2 | $42K | Buy |
486
+4
| +0.8% | +$361 | 0.09% | 79 |
|
|
2022
Q1 | $40K | Buy |
482
+10
| +2% | +$777 | 0.08% | 86 |
|
|
2021
Q4 | $29K | Hold |
472
| – | – | 0.04% | 95 |
|
|
2021
Q3 | $28K | Buy |
472
+1
| +0.2% | +$57 | 0.05% | 94 |
|
|
2021
Q2 | $30K | Hold |
471
| – | – | 0.05% | 92 |
|
|
2021
Q1 | $26K | Hold |
471
| – | – | 0.05% | 85 |
|
|
2020
Q4 | $19K | Buy |
471
+1
| +0.2% | +$37 | 0.03% | 89 |
|
|
2020
Q3 | $16K | Sell |
470
-38
| -7% | -$1.55K | 0.03% | 85 |
|
|
2020
Q2 | $23K | Hold |
508
| – | – | 0.05% | 77 |
|
|
2020
Q1 | $19K | Buy |
508
+1
| +0.2% | +$55 | 0.05% | 77 |
|
|
2019
Q4 | $35K | Sell |
507
-44
| -8% | -$3.04K | 0.07% | 70 |
|
|
2019
Q3 | $39K | Hold |
551
| – | – | 0.08% | 65 |
|
|
2019
Q2 | $42K | Hold |
551
| – | – | 0.07% | 65 |
|
|
2019
Q1 | $45K | Hold |
551
| – | – | 0.07% | 66 |
|
|
2018
Q4 | $38K | Sell |
551
-82
| -13% | -$6.43K | 0.06% | 62 |
|
|
2018
Q3 | $54K | Sell |
633
-23
| -4% | -$1.88K | 0.08% | 61 |
|
|
2018
Q2 | $49K | Hold |
656
| – | – | 0.03% | 50 |
|
|
2018
Q1 | $49K | Buy |
+656
| New | +$52.4K | 0.03% | 50 |
|
Other funds holding XOM
VCM
VPM
Clear Investment Research's XOM Position: Q1 2026 in Review
Clear Investment Research opened a new position in ExxonMobil (XOM) in Q1 2026: 1,633 shares worth $277K. The stake represents 0.43% of the portfolio and ranks #47 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in XOM as recently as Q3 2025.
Clear Investment Research first reported a position in XOM in Q1 2018 and has held it in 32 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Clear Investment Research held 1,633 shares of ExxonMobil worth $277K as of Q1 2026.
- ExxonMobil was a new Clear Investment Research position in Q1 2026.
- ExxonMobil made up 0.43% of Clear Investment Research's portfolio in Q1 2026, its #47 holding.
- Clear Investment Research first reported a position in ExxonMobil in Q1 2018 and has held it in 32 quarters since.
- 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.