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Concorde Financial’s ExxonMobil XOM Stock Holding History

Concorde Financial’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 		$9.48M Sell
55,858
-17
-0% -$2.48K 7.44% 1
2025
Q4 		$8.03M Sell
55,875
-3,935
-7% -$456K 6.23% 2
2025
Q3 		$6.74M Buy
59,810
+628
+1% +$69.8K 3.74% 9
2025
Q2 		$6.38M Buy
59,182
+125
+0.2% +$13.4K 3.77% 9
2025
Q1 		$7.02M Buy
59,057
+754
+1% +$83.4K 3.87% 7
2024
Q4 		$6.27M Buy
58,303
+338
+0.6% +$39.5K 3.73% 9
2024
Q3 		$6.79M Sell
57,965
-32,834
-36% -$3.79M 4% 4
2024
Q2 		$10.5M Buy
90,799
+39,948
+79% +$4.65M 6.87% 3
2024
Q1 		$5.91M Sell
50,851
-8,079
-14% -$845K 5.38% 8
2023
Q4 		$5.89M Buy
58,930
+49,130
+501% +$5.16M 4.03% 9
2023
Q3 		$1.15M Sell
9,800
-48,778
-83% -$5.35M 1.97% 7
2023
Q2 		$6.28M Sell
58,578
-121
-0.2% -$13.2K 4.11% 5
2023
Q1 		$6.44M Sell
58,699
-941
-2% -$104K 4.69% 5
2022
Q4 		$5.21M Hold
59,640
– – 3.51% 9
2022
Q3 		$5.21M Sell
59,640
-1,795
-3% -$164K 3.51% 9
2022
Q2 		$5.26M Sell
61,435
-6,162
-9% -$556K 5.88% 5
2022
Q1 		$5.74M Buy
67,597
+121
+0.2% +$9.41K 3.53% 8
2021
Q4 		$4.41M Buy
+67,476
New +$4.22M 2.77% 16

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

Concorde Financial's XOM Position: Q1 2026 in Review

Concorde Financial reduced its ExxonMobil (XOM) stake by 0.03% in Q1 2026, selling an estimated $2.48K and leaving 55,858 shares worth $9.48M. The position accounts for 7.44% of the portfolio, ranked #1.

Concorde Financial first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.5M in Q2 2024. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Concorde Financial held 55,858 shares of ExxonMobil worth $9.48M as of Q1 2026.
  • Concorde Financial sold 17 ExxonMobil shares in Q1 2026, an estimated $2.48K.
  • ExxonMobil made up 7.44% of Concorde Financial's portfolio in Q1 2026, its #1 holding.
  • Concorde Financial first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • Concorde Financial's ExxonMobil position peaked at $10.5M in Q2 2024.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Concorde Financial's 13F filing for Q1 2026, filed 15 May 2026.