Clearstead Advisors’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 | $44.9M | Buy |
264,667
+29,153
| +12% | +$4.25M | 0.41% | 53 |
|
|
2025
Q4 | $28.3M | Buy |
235,514
+8,197
| +4% | +$951K | 0.36% | 56 |
|
|
2025
Q3 | $25.6M | Buy |
227,317
+4,139
| +2% | +$460K | 0.34% | 58 |
|
|
2025
Q2 | $24.1M | Buy |
223,178
+23,966
| +12% | +$2.56M | 0.34% | 60 |
|
|
2025
Q1 | $23.7M | Buy |
199,212
+8,714
| +5% | +$964K | 0.37% | 58 |
|
|
2024
Q4 | $20.5M | Sell |
190,498
-15,950
| -8% | -$1.87M | 0.31% | 75 |
|
|
2024
Q3 | $24.2M | Buy |
206,448
+11,542
| +6% | +$1.33M | 0.38% | 56 |
|
|
2024
Q2 | $22.4M | Buy |
194,906
+86,125
| +79% | +$10M | 0.38% | 54 |
|
|
2024
Q1 | $12.8M | Buy |
108,781
+401
| +0.4% | +$42K | 0.64% | 32 |
|
|
2023
Q4 | $10.8M | Sell |
108,380
-128,274
| -54% | -$13.5M | 0.58% | 37 |
|
|
2023
Q3 | $27.8M | Buy |
236,654
+130,151
| +122% | +$14.3M | 0.81% | 29 |
|
|
2023
Q2 | $11.4M | Buy |
106,503
+17,680
| +20% | +$1.93M | 0.69% | 30 |
|
|
2023
Q1 | $9.74M | Buy |
88,823
+5,681
| +7% | +$628K | 0.71% | 29 |
|
|
2022
Q4 | $9.17M | Sell |
83,142
-14,825
| -15% | -$1.59M | 0.72% | 30 |
|
|
2022
Q3 | $8.55M | Sell |
97,967
-16,397
| -14% | -$1.5M | 0.79% | 27 |
|
|
2022
Q2 | $9.79M | Buy |
114,364
+703
| +0.6% | +$63.4K | 0.76% | 30 |
|
|
2022
Q1 | $9.39M | Buy |
113,661
+642
| +0.6% | +$49.9K | 0.64% | 32 |
|
|
2021
Q4 | $6.92M | Sell |
113,019
-1,571
| -1% | -$98.2K | 0.47% | 44 |
|
|
2021
Q3 | $6.74M | Sell |
114,590
-12,684
| -10% | -$723K | 0.5% | 42 |
|
|
2021
Q2 | $8.03M | Sell |
127,274
-602
| -0.5% | -$35.9K | 0.62% | 34 |
|
|
2021
Q1 | $7.14M | Buy |
127,876
+142
| +0.1% | +$7.45K | 0.59% | 37 |
|
|
2020
Q4 | $5.26M | Sell |
127,734
-24,472
| -16% | -$918K | 0.48% | 44 |
|
|
2020
Q3 | $5.22M | Sell |
152,206
-23,225
| -13% | -$949K | 0.56% | 38 |
|
|
2020
Q2 | $7.84M | Buy |
175,431
+17,724
| +11% | +$795K | 0.91% | 23 |
|
|
2020
Q1 | $5.99M | Sell |
157,707
-5,835
| -4% | -$322K | 0.87% | 22 |
|
|
2019
Q4 | $11.4M | Sell |
163,542
-7,418
| -4% | -$513K | 1.38% | 15 |
|
|
2019
Q3 | $12.1M | Sell |
170,960
-5,130
| -3% | -$371K | 1.62% | 14 |
|
|
2019
Q2 | $13.5M | Sell |
176,090
-4,239
| -2% | -$328K | 1.8% | 13 |
|
|
2019
Q1 | $14.6M | Sell |
180,329
-9,527
| -5% | -$726K | 2.01% | 11 |
|
|
2018
Q4 | $12.9M | Buy |
189,856
+4,946
| +3% | +$388K | 2.02% | 11 |
|
|
2018
Q3 | $15.7M | Sell |
184,910
-1,307
| -0.7% | -$107K | 2.16% | 12 |
|
|
2018
Q2 | $15.4M | Sell |
186,217
-2,758
| -1% | -$220K | 2.2% | 10 |
|
|
2018
Q1 | $14.1M | Buy |
188,975
+5,602
| +3% | +$448K | 2.04% | 11 |
|
|
2017
Q4 | $15.3M | Sell |
183,373
-16,821
| -8% | -$1.39M | 2.08% | 11 |
|
|
2017
Q3 | $16.4M | Sell |
200,194
-1,324
| -0.7% | -$105K | 2.14% | 10 |
|
|
2017
Q2 | $16.3M | Buy |
201,518
+9,658
| +5% | +$790K | 2.38% | 9 |
|
|
2017
Q1 | $15.7M | Buy |
191,860
+2,848
| +2% | +$238K | 2.29% | 9 |
|
|
2016
Q4 | $17.1M | Buy |
+189,012
| New | +$16.5M | 2.76% | 5 |
|
Other funds holding XOM
VCM
VPM
Clearstead Advisors's XOM Position: Q1 2026 in Review
Clearstead Advisors increased its ExxonMobil (XOM) stake by 12% in Q1 2026, buying an estimated $4.25M and bringing the position to 264,667 shares worth $44.9M. The position accounts for 0.41% of the portfolio, ranked #53.
Clearstead Advisors first reported a position in XOM in Q4 2016 and has held it in 38 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Clearstead Advisors held 264,667 shares of ExxonMobil worth $44.9M as of Q1 2026.
- Clearstead Advisors bought 29,153 ExxonMobil shares in Q1 2026, an estimated $4.25M.
- ExxonMobil made up 0.41% of Clearstead Advisors's portfolio in Q1 2026, its #53 holding.
- Clearstead Advisors first reported a position in ExxonMobil in Q4 2016 and has held it in 38 quarters since.
- 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.