Corda Investment Management’s ExxonMobil XOM Stock Holding History

Corda Investment Management’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	$13.8M	Sell	81,083 -1,390	-2%	-$203K	0.95%	35
2025 Q4	$9.92M	Buy	82,473 +37,923	+85%	+$4.4M	0.72%	40
2025 Q3	$5.02M	Sell	44,550 -9,194	-17%	-$1.02M	0.35%	42
2025 Q2	$5.79M	Buy	53,744 +1,446	+3%	+$155K	0.43%	42
2025 Q1	$6.22M	Sell	52,298 -13,362	-20%	-$1.48M	0.49%	39
2024 Q4	$7.06M	Buy	65,660 +833	+1%	+$97.4K	0.56%	40
2024 Q3	$7.6M	Buy	64,827 +399	+0.6%	+$46.1K	0.59%	41
2024 Q2	$7.42M	Buy	64,428 +3,989	+7%	+$465K	0.6%	42
2024 Q1	$7.03M	Buy	60,439 +5,383	+10%	+$563K	0.56%	43
2023 Q4	$5.5M	Sell	55,056 -267	-0.5%	-$28.1K	0.46%	45
2023 Q3	$6.5M	Buy	55,323 +14,930	+37%	+$1.64M	0.59%	44
2023 Q2	$4.33M	Buy	40,393 +3,590	+10%	+$392K	0.34%	49
2023 Q1	$4.04M	Sell	36,803 -1,332	-3%	-$147K	0.32%	49
2022 Q4	$4.21M	Sell	38,135 -1,543	-4%	-$165K	0.34%	50
2022 Q3	$3.46M	Sell	39,678 -5,895	-13%	-$538K	0.31%	51
2022 Q2	$3.9M	Sell	45,573 -3,972	-8%	-$358K	0.33%	50
2022 Q1	$4.09M	Buy	49,545 +54	+0.1%	+$4.2K	0.32%	53
2021 Q4	$3.03M	Buy	49,491 +903	+2%	+$56.4K	0.24%	55
2021 Q3	$2.86M	Sell	48,588 -4,076	-8%	-$232K	0.25%	53
2021 Q2	$3.32M	Buy	52,664 +8,232	+19%	+$491K	0.29%	51
2021 Q1	$2.48M	Buy	44,432 +12,122	+38%	+$636K	0.22%	52
2020 Q4	$1.33M	Sell	32,310 -964	-3%	-$36.1K	0.13%	56
2020 Q3	$1.14M	Sell	33,274 -3,565	-10%	-$146K	0.12%	58
2020 Q2	$1.65M	Sell	36,839 -5,561	-13%	-$249K	0.19%	50
2020 Q1	$1.61M	Sell	42,400 -2,114	-5%	-$117K	0.2%	52
2019 Q4	$3.11M	Buy	44,514 +5,585	+14%	+$386K	0.33%	47
2019 Q3	$2.75M	Sell	38,929 -708	-2%	-$51.2K	0.3%	47
2019 Q2	$3.04M	Buy	39,637 +579	+1%	+$44.8K	0.33%	47
2019 Q1	$3.15M	Sell	39,058 -6,892	-15%	-$525K	0.37%	48
2018 Q4	$3.13M	Sell	45,950 -733	-2%	-$57.5K	0.39%	48
2018 Q3	$3.97M	Sell	46,683 -479	-1%	-$39.2K	0.47%	45
2018 Q2	$3.9M	Sell	47,162 -7,072	-13%	-$563K	0.48%	45
2018 Q1	$4.05M	Sell	54,234 -3,424	-6%	-$274K	0.51%	45
2017 Q4	$4.82M	Sell	57,658 -4,123	-7%	-$341K	0.58%	43
2017 Q3	$5.06M	Sell	61,781 -2,950	-5%	-$234K	0.66%	40
2017 Q2	$5.22M	Sell	64,731 -815	-1%	-$66.7K	0.74%	41
2017 Q1	$5.38M	Buy	65,546 +4,250	+7%	+$355K	0.8%	39
2016 Q4	$5.53M	Sell	61,296 -2,007	-3%	-$175K	0.86%	39
2016 Q3	$5.47M	Buy	63,303 +1,686	+3%	+$150K	0.89%	39
2016 Q2	$5.78M	Sell	61,617 -6,832	-10%	-$604K	0.92%	39
2016 Q1	$5.72M	Sell	68,449 -27,510	-29%	-$2.2M	1%	36
2015 Q4	$7.48M	Sell	95,959 -143	-0.1%	-$11.4K	1.41%	31
2015 Q3	$7.14M	Buy	96,102 +9,366	+11%	+$722K	1.39%	31
2015 Q2	$7.22M	Sell	86,736 -315	-0.4%	-$27.1K	1.34%	33
2015 Q1	$7.4M	Sell	87,051 -2,132	-2%	-$189K	1.37%	30
2014 Q4	$8.24M	Buy	89,183 +596	+0.7%	+$55.6K	1.56%	26
2014 Q3	$8.33M	Buy	88,587 +2,548	+3%	+$254K	1.72%	24
2014 Q2	$8.66M	Buy	86,039 +3,252	+4%	+$328K	1.8%	26
2014 Q1	$8.09M	Sell	82,787 -2,194	-3%	-$209K	1.99%	21
2013 Q4	$8.6M	Sell	84,981 -4,666	-5%	-$431K	2.07%	18
2013 Q3	$7.71M	Buy	89,647 +8,286	+10%	+$747K	2.1%	19
2013 Q2	$7.35M	Buy	+81,361	New	+$7.32M	2.5%	18

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

Corda Investment Management's XOM Position: Q1 2026 in Review

Corda Investment Management reduced its ExxonMobil (XOM) stake by 1.7% in Q1 2026, selling an estimated $203K and leaving 81,083 shares worth $13.8M. The position accounts for 0.95% of the portfolio, ranked #35.

Corda Investment Management first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Corda Investment Management held 81,083 shares of ExxonMobil worth $13.8M as of Q1 2026.
Corda Investment Management sold 1,390 ExxonMobil shares in Q1 2026, an estimated $203K.
ExxonMobil made up 0.95% of Corda Investment Management's portfolio in Q1 2026, its #35 holding.
Corda Investment Management first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Corda Investment Management's 13F filing for Q1 2026, filed 4 May 2026.