Concord Asset Management (Virginia)’s ExxonMobil XOM Stock Holding History

Concord Asset Management (Virginia)’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	$5.26M	Sell	30,999 -2,969	-9%	-$433K	0.89%	27
2025 Q4	$4.09M	Buy	33,968 +689	+2%	+$79.9K	0.71%	30
2025 Q3	$3.75M	Sell	33,279 -3,644	-10%	-$405K	0.68%	32
2025 Q2	$3.98M	Buy	36,923 +4,243	+13%	+$454K	0.6%	34
2025 Q1	$3.51M	Sell	32,680 -10,003	-23%	-$1.11M	0.77%	32
2024 Q4	$4.59M	Buy	42,683 +3,949	+10%	+$462K	1.01%	24
2024 Q3	$4.54M	Buy	38,734 +3,427	+10%	+$396K	1.03%	26
2024 Q2	$4.06M	Buy	35,307 +1,525	+5%	+$178K	1.01%	26
2024 Q1	$3.93M	Buy	33,782 +4,826	+17%	+$505K	1.03%	25
2023 Q4	$2.89M	Buy	28,956 +10,886	+60%	+$1.14M	0.85%	29
2023 Q3	$2.12M	Sell	18,070 -1,175	-6%	-$129K	0.71%	26
2023 Q2	$2.06M	Buy	19,245 +3,470	+22%	+$379K	0.73%	27
2023 Q1	$1.73M	Buy	15,775 +12,562	+391%	+$1.39M	0.71%	26
2022 Q4	$354K	Sell	3,213 -50	-2%	-$5.36K	0.24%	38
2022 Q3	$285K	Hold	3,263	–	–	0.22%	38
2022 Q2	$279K	Hold	3,263	–	–	0.2%	42
2022 Q1	$269K	Buy	+3,263	New	+$254K	0.18%	42

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

Concord Asset Management (Virginia)'s XOM Position: Q1 2026 in Review

Concord Asset Management (Virginia) reduced its ExxonMobil (XOM) stake by 8.7% in Q1 2026, selling an estimated $433K and leaving 30,999 shares worth $5.26M. The position accounts for 0.89% of the portfolio, ranked #27.

Concord Asset Management (Virginia) first reported a position in XOM in Q1 2022 and has held it in 17 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Concord Asset Management (Virginia) held 30,999 shares of ExxonMobil worth $5.26M as of Q1 2026.
Concord Asset Management (Virginia) sold 2,969 ExxonMobil shares in Q1 2026, an estimated $433K.
ExxonMobil made up 0.89% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #27 holding.
Concord Asset Management (Virginia) first reported a position in ExxonMobil in Q1 2022 and has held it in 17 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.