D.A. Davidson & Co’s ExxonMobil XOM Stock Holding History

D.A. Davidson & Co’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	$71.3M	Sell	420,031 -6,710	-2%	-$979K	0.43%	47
2025 Q4	$51.4M	Sell	426,741 -11,479	-3%	-$1.33M	0.31%	62
2025 Q3	$49.4M	Buy	438,220 +631	+0.1%	+$70.1K	0.32%	59
2025 Q2	$47.2M	Buy	437,589 +2,038	+0.5%	+$218K	0.33%	58
2025 Q1	$51.8M	Buy	435,551 +1,804	+0.4%	+$200K	0.42%	46
2024 Q4	$46.7M	Sell	433,747 -7,636	-2%	-$893K	0.38%	47
2024 Q3	$51.7M	Sell	441,383 -5,351	-1%	-$618K	0.43%	47
2024 Q2	$51.4M	Buy	446,734 +16,868	+4%	+$1.96M	0.46%	45
2024 Q1	$50M	Buy	429,866 +57,332	+15%	+$6M	0.45%	43
2023 Q4	$37.2M	Sell	372,534 -20,406	-5%	-$2.14M	0.37%	51
2023 Q3	$46.2M	Buy	392,940 +33,056	+9%	+$3.63M	0.5%	42
2023 Q2	$38.6M	Buy	359,884 +1,079	+0.3%	+$118K	0.41%	49
2023 Q1	$39.3M	Sell	358,805 -4,234	-1%	-$468K	0.44%	45
2022 Q4	$40M	Buy	363,039 +1,205	+0.3%	+$129K	0.47%	46
2022 Q3	$31.6M	Sell	361,834 -2,236	-0.6%	-$204K	0.41%	55
2022 Q2	$31.2M	Sell	364,070 -8,465	-2%	-$764K	0.39%	54
2022 Q1	$30.8M	Buy	372,535 +5,388	+1%	+$419K	0.34%	60
2021 Q4	$22.5M	Sell	367,147 -1,324	-0.4%	-$82.7K	0.24%	80
2021 Q3	$21.7M	Sell	368,471 -4,180	-1%	-$238K	0.25%	82
2021 Q2	$23.5M	Sell	372,651 -5,640	-1%	-$337K	0.28%	77
2021 Q1	$21.1M	Buy	378,291 +24,834	+7%	+$1.3M	0.27%	79
2020 Q4	$14.6M	Sell	353,457 -232,810	-40%	-$8.73M	0.22%	83
2020 Q3	$20.1M	Sell	586,267 -43,958	-7%	-$1.8M	0.35%	57
2020 Q2	$28.2M	Sell	630,225 -3,666	-0.6%	-$164K	0.53%	39
2020 Q1	$24.1M	Buy	633,891 +34,710	+6%	+$1.92M	0.47%	48
2019 Q4	$41.8M	Buy	599,181 +10,274	+2%	+$710K	0.68%	32
2019 Q3	$41.6M	Buy	588,907 +47,955	+9%	+$3.47M	0.75%	29
2019 Q2	$41.5M	Sell	540,952 -164,797	-23%	-$12.8M	0.77%	25
2019 Q1	$56M	Buy	705,749 +37,592	+6%	+$2.87M	0.96%	17
2018 Q4	$45.6M	Buy	668,157 +2,923	+0.4%	+$229K	0.89%	23
2018 Q3	$56.6M	Buy	665,234 +18,649	+3%	+$1.52M	1.01%	13
2018 Q2	$53.5M	Buy	646,585 +15,080	+2%	+$1.2M	1.05%	10
2018 Q1	$47.1M	Buy	631,505 +28,073	+5%	+$2.24M	0.97%	16
2017 Q4	$50.5M	Sell	603,432 -41,779	-6%	-$3.46M	1.06%	11
2017 Q3	$52.9M	Buy	645,211 +46,776	+8%	+$3.71M	1.04%	11
2017 Q2	$48.3M	Buy	598,435 +64,602	+12%	+$5.29M	1.09%	12
2017 Q1	$43.8M	Buy	533,833 +15,312	+3%	+$1.28M	1.06%	10
2016 Q4	$46.8M	Buy	518,521 +21,722	+4%	+$1.9M	1.06%	12
2016 Q3	$43.4M	Buy	496,799 +97,749	+24%	+$8.67M	1.08%	11
2016 Q2	$37.4M	Buy	399,050 +19,670	+5%	+$1.74M	1.1%	11
2016 Q1	$31.7M	Buy	379,380 +21,429	+6%	+$1.72M	0.99%	14
2015 Q4	$27.9M	Buy	357,951 +11,461	+3%	+$916K	0.91%	14
2015 Q3	$25.8M	Buy	346,490 +16,887	+5%	+$1.3M	0.9%	14
2015 Q2	$27.4M	Buy	329,603 +2,102	+0.6%	+$181K	0.9%	13
2015 Q1	$27.8M	Sell	327,501 -19,019	-5%	-$1.69M	0.91%	14
2014 Q4	$32M	Buy	346,520 +9,681	+3%	+$903K	1.05%	9
2014 Q3	$31.7M	Buy	336,839 +15,646	+5%	+$1.56M	1.07%	9
2014 Q2	$32.3M	Buy	321,193 +25,882	+9%	+$2.61M	1.1%	9
2014 Q1	$28.8M	Buy	295,311 +16,457	+6%	+$1.57M	1.03%	9
2013 Q4	$28.2M	Buy	278,854 +38,867	+16%	+$3.59M	1.05%	10
2013 Q3	$20.6M	Buy	239,987 +12,383	+5%	+$1.12M	0.93%	16
2013 Q2	$20.6M	Buy	+227,604	New	+$20.5M	0.99%	15

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

D.A. Davidson & Co's XOM Position: Q1 2026 in Review

D.A. Davidson & Co reduced its ExxonMobil (XOM) stake by 1.6% in Q1 2026, selling an estimated $979K and leaving 420,031 shares worth $71.3M. The position accounts for 0.43% of the portfolio, ranked #47.

D.A. Davidson & Co first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

D.A. Davidson & Co held 420,031 shares of ExxonMobil worth $71.3M as of Q1 2026.
D.A. Davidson & Co sold 6,710 ExxonMobil shares in Q1 2026, an estimated $979K.
ExxonMobil made up 0.43% of D.A. Davidson & Co's portfolio in Q1 2026, its #47 holding.
D.A. Davidson & Co first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.