Clearstead Trust’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 | $4.54M | Sell |
26,771
-2,798
| -9% | -$408K | 0.74% | 24 |
|
|
2025
Q4 | $3.56M | Sell |
29,569
-540
| -2% | -$62.6K | 0.56% | 29 |
|
|
2025
Q3 | $3.39M | Sell |
30,109
-276
| -0.9% | -$30.7K | 0.58% | 30 |
|
|
2025
Q2 | $3.28M | Sell |
30,385
-739
| -2% | -$79K | 0.62% | 28 |
|
|
2025
Q1 | $3.7M | Sell |
31,124
-3,618
| -10% | -$400K | 0.82% | 23 |
|
|
2024
Q4 | $3.74M | Sell |
34,742
-330
| -0.9% | -$38.6K | 0.81% | 23 |
|
|
2024
Q3 | $4.11M | Buy |
35,072
+9
| +0% | +$1.04K | 0.98% | 22 |
|
|
2024
Q2 | $4.04M | Buy |
35,063
+5,162
| +17% | +$601K | 1% | 21 |
|
|
2024
Q1 | $3.48M | Sell |
29,901
-19
| -0.1% | -$1.99K | 0.91% | 26 |
|
|
2023
Q4 | $2.99M | Sell |
29,920
-1,573
| -5% | -$165K | 0.82% | 24 |
|
|
2023
Q3 | $3.7M | Sell |
31,493
-321
| -1% | -$35.2K | 1.22% | 15 |
|
|
2023
Q2 | $3.44M | Sell |
31,814
-252
| -0.8% | -$27.5K | 1.11% | 17 |
|
|
2023
Q1 | $3.52M | Sell |
32,066
-1,424
| -4% | -$158K | 1.12% | 17 |
|
|
2022
Q4 | $3.69M | Buy |
33,490
+449
| +1% | +$48.1K | 1.23% | 21 |
|
|
2022
Q3 | $2.88M | Buy |
33,041
+20,059
| +155% | +$1.83M | 1% | 21 |
|
|
2022
Q2 | $1.11M | Sell |
12,982
-116
| -0.9% | -$10.5K | 0.85% | 29 |
|
|
2022
Q1 | $1.08M | Hold |
13,098
| – | – | 0.7% | 31 |
|
|
2021
Q4 | $801K | Buy |
13,098
+235
| +2% | +$14.7K | 0.47% | 45 |
|
|
2021
Q3 | $757K | Hold |
12,863
| – | – | 0.48% | 45 |
|
|
2021
Q2 | $811K | Sell |
12,863
-1,748
| -12% | -$104K | 0.53% | 43 |
|
|
2021
Q1 | $816K | Hold |
14,611
| – | – | 0.6% | 41 |
|
|
2020
Q4 | $602K | Hold |
14,611
| – | – | 0.36% | 62 |
|
|
2020
Q3 | $502K | Sell |
14,611
-199
| -1% | -$8.13K | 0.4% | 54 |
|
|
2020
Q2 | $662K | Hold |
14,810
| – | – | 0.56% | 45 |
|
|
2020
Q1 | $562K | Sell |
14,810
-1,173
| -7% | -$64.8K | 0.51% | 45 |
|
|
2019
Q4 | $1.11M | Sell |
15,983
-3,842
| -19% | -$266K | 0.82% | 35 |
|
|
2019
Q3 | $1.4M | Sell |
19,825
-1,204
| -6% | -$87.1K | 1.09% | 29 |
|
|
2019
Q2 | $1.61M | Buy |
21,029
+85
| +0.4% | +$6.58K | 1.29% | 24 |
|
|
2019
Q1 | $1.69M | Sell |
20,944
-252
| -1% | -$19.2K | 1.41% | 24 |
|
|
2018
Q4 | $1.45M | Sell |
21,196
-2,593
| -11% | -$203K | 1.34% | 21 |
|
|
2018
Q3 | $2.02M | Sell |
23,789
-1,381
| -5% | -$113K | 1.55% | 22 |
|
|
2018
Q2 | $2.08M | Sell |
25,170
-921
| -4% | -$73.4K | 1.86% | 20 |
|
|
2018
Q1 | $1.95M | Sell |
26,091
-6,615
| -20% | -$529K | 1.67% | 21 |
|
|
2017
Q4 | $2.74M | Sell |
32,706
-287
| -0.9% | -$23.7K | 1.87% | 13 |
|
|
2017
Q3 | $2.71M | Sell |
32,993
-1,753
| -5% | -$139K | 2.01% | 12 |
|
|
2017
Q2 | $2.81M | Sell |
34,746
-3,175
| -8% | -$260K | 2.21% | 12 |
|
|
2017
Q1 | $3.11M | Sell |
37,921
-431
| -1% | -$36K | 2.57% | 9 |
|
|
2016
Q4 | $3.36M | Buy |
+38,352
| New | +$3.35M | 3.02% | 4 |
|
Other funds holding XOM
VCM
VPM
Clearstead Trust's XOM Position: Q1 2026 in Review
Clearstead Trust reduced its ExxonMobil (XOM) stake by 9.5% in Q1 2026, selling an estimated $408K and leaving 26,771 shares worth $4.54M. The position accounts for 0.74% of the portfolio, ranked #24.
Clearstead Trust 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 Trust held 26,771 shares of ExxonMobil worth $4.54M as of Q1 2026.
- Clearstead Trust sold 2,798 ExxonMobil shares in Q1 2026, an estimated $408K.
- ExxonMobil made up 0.74% of Clearstead Trust's portfolio in Q1 2026, its #24 holding.
- Clearstead Trust 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 Trust's 13F filing for Q1 2026, filed 6 May 2026.