Councilmark Asset Management’s ExxonMobil XOM Stock Holding History

Councilmark Asset 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	$2.18M	Buy	12,830 +20	+0.2%	+$2.92K	1.25%	20
2025 Q4	$1.54M	Sell	12,810 -155	-1%	-$18K	0.86%	28
2025 Q3	$1.46M	Sell	12,965 -70	-0.5%	-$7.78K	0.84%	31
2025 Q2	$1.41M	Buy	13,035 +80	+0.6%	+$8.55K	0.89%	31
2025 Q1	$1.54M	Hold	12,955	–	–	1.04%	26
2024 Q4	$1.39M	Buy	12,955 +102	+0.8%	+$11.9K	0.94%	30
2024 Q3	$1.51M	Hold	12,853	–	–	1.01%	30
2024 Q2	$1.48M	Hold	12,853	–	–	1.05%	27
2024 Q1	$1.49M	Buy	+12,853	New	+$1.34M	1.08%	30

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

Councilmark Asset Management's XOM Position: Q1 2026 in Review

Councilmark Asset Management increased its ExxonMobil (XOM) stake by 0.16% in Q1 2026, buying an estimated $2.92K and bringing the position to 12,830 shares worth $2.18M. The position accounts for 1.25% of the portfolio, ranked #20.

Councilmark Asset Management first reported a position in XOM in Q1 2024 and has held it in 9 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Councilmark Asset Management held 12,830 shares of ExxonMobil worth $2.18M as of Q1 2026.
Councilmark Asset Management bought 20 ExxonMobil shares in Q1 2026, an estimated $2.92K.
ExxonMobil made up 1.25% of Councilmark Asset Management's portfolio in Q1 2026, its #20 holding.
Councilmark Asset Management first reported a position in ExxonMobil in Q1 2024 and has held it in 9 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.