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Cohen Investment Advisors’s ExxonMobil XOM Stock Holding History

Cohen Investment Advisors’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 		$6.12M Sell
36,044
-352
-1% -$51.4K 2.91% 9
2025
Q4 		$4.38M Buy
36,396
+201
+0.6% +$23.3K 2.01% 18
2025
Q3 		$4.08M Buy
36,195
+1,689
+5% +$188K 1.98% 20
2025
Q2 		$3.72M Buy
34,506
+1,392
+4% +$149K 1.94% 20
2025
Q1 		$3.94M Buy
33,114
+1,063
+3% +$118K 2.29% 12
2024
Q4 		$3.45M Buy
32,051
+464
+1% +$54.3K 2.08% 16
2024
Q3 		$3.7M Sell
31,587
-1,751
-5% -$202K 2.26% 11
2024
Q2 		$3.92M Buy
33,338
+425
+1% +$49.5K 3.15% 5
2024
Q1 		$3.83M Buy
32,913
+327
+1% +$34.2K 2.48% 9
2023
Q4 		$3.26M Sell
32,586
-752
-2% -$79K 2.4% 10
2023
Q3 		$3.92M Sell
33,338
-1,368
-4% -$150K 3.15% 5
2023
Q2 		$3.72M Buy
34,706
+371
+1% +$40.5K 2.99% 5
2023
Q1 		$3.77M Sell
34,335
-1,316
-4% -$146K 2.98% 5
2022
Q4 		$3.93M Sell
35,651
-189
-0.5% -$20.3K 3.28% 4
2022
Q3 		$3.13M Buy
35,840
+50
+0.1% +$4.57K 2.87% 5
2022
Q2 		$3.06M Sell
35,790
-183
-0.5% -$16.5K 2.62% 7
2022
Q1 		$2.97M Buy
35,973
+101
+0.3% +$7.85K 2.21% 13
2021
Q4 		$2.19M Buy
35,872
+1,851
+5% +$116K 1.56% 31
2021
Q3 		$2M Buy
34,021
+631
+2% +$36K 1.53% 37
2021
Q2 		$2.11M Buy
33,390
+690
+2% +$41.2K 1.64% 32
2021
Q1 		$1.85M Sell
32,700
-2,154
-6% -$113K 1.51% 35
2020
Q4 		$1.44M Buy
+34,854
New +$1.31M 1.3% 38

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

Cohen Investment Advisors's XOM Position: Q1 2026 in Review

Cohen Investment Advisors reduced its ExxonMobil (XOM) stake by 0.97% in Q1 2026, selling an estimated $51.4K and leaving 36,044 shares worth $6.12M. The position accounts for 2.91% of the portfolio, ranked #9.

Cohen Investment Advisors first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Cohen Investment Advisors held 36,044 shares of ExxonMobil worth $6.12M as of Q1 2026.
  • Cohen Investment Advisors sold 352 ExxonMobil shares in Q1 2026, an estimated $51.4K.
  • ExxonMobil made up 2.91% of Cohen Investment Advisors's portfolio in Q1 2026, its #9 holding.
  • Cohen Investment Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.