DLCIG
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D.L. Carlson Investment Group’s ExxonMobil XOM Stock Holding History

D.L. Carlson Investment Group’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 		$6.45M Buy
37,998
+88
+0.2% +$12.8K 1.11% 21
2025
Q4 		$4.56M Buy
37,910
+62
+0.2% +$7.19K 0.77% 32
2025
Q3 		$4.27M Buy
37,848
+1,856
+5% +$206K 0.72% 35
2025
Q2 		$3.88M Sell
35,992
-3,640
-9% -$389K 0.71% 38
2025
Q1 		$4.71M Sell
39,632
-1,895
-5% -$210K 0.91% 28
2024
Q4 		$4.47M Buy
41,527
+1,061
+3% +$124K 0.8% 31
2024
Q3 		$4.74M Sell
40,466
-2,848
-7% -$329K 0.86% 28
2024
Q2 		$4.99M Sell
43,314
-167
-0.4% -$19.4K 0.96% 26
2024
Q1 		$5.05M Sell
43,481
-833
-2% -$87.2K 0.99% 27
2023
Q4 		$4.6M Sell
44,314
-16,452
-27% -$1.73M 0.94% 30
2023
Q3 		$7.14M Sell
60,766
-987
-2% -$108K 1.44% 19
2023
Q2 		$6.62M Buy
61,753
+1,477
+2% +$161K 1.27% 23
2023
Q1 		$6.61M Sell
60,276
-6,179
-9% -$683K 1.5% 21
2022
Q4 		$7.33M Sell
66,455
-5,263
-7% -$564K 1.57% 18
2022
Q3 		$6.26M Sell
71,718
-1,063
-1% -$97K 1.36% 19
2022
Q2 		$6.23M Sell
72,781
-1,655
-2% -$149K 1.32% 21
2022
Q1 		$6.15M Buy
74,436
+252
+0.3% +$19.6K 1.02% 36
2021
Q4 		$4.54M Sell
74,184
-544
-0.7% -$34K 0.72% 53
2021
Q3 		$4.39M Sell
74,728
-60,720
-45% -$3.46M 0.76% 50
2021
Q2 		$8.54M Sell
135,448
-5,607
-4% -$335K 1.48% 16
2021
Q1 		$7.88M Buy
141,055
+56,729
+67% +$2.97M 1.44% 21
2020
Q4 		$3.48M Buy
+84,326
New +$3.16M 0.63% 60
2020
Q3 		– Sell
-14,913
Closed -$667K – 154
2020
Q2 		$667K Sell
14,913
-310
-2% -$13.9K 0.2% 89
2020
Q1 		$578K Sell
15,223
-15,945
-51% -$880K 0.22% 91
2019
Q4 		$2.17M Sell
31,168
-2,728
-8% -$189K 0.63% 56
2019
Q3 		$2.39M Sell
33,896
-367
-1% -$26.5K 0.75% 52
2019
Q2 		$2.63M Sell
34,263
-6,295
-16% -$487K 0.81% 44
2019
Q1 		$3.28M Sell
40,558
-713
-2% -$54.4K 0.96% 41
2018
Q4 		$2.81M Sell
41,271
-1,712
-4% -$134K 0.93% 42
2018
Q3 		$3.65M Sell
42,983
-724
-2% -$59.2K 1.03% 39
2018
Q2 		$3.62M Sell
43,707
-955
-2% -$76.1K 1.11% 39
2018
Q1 		$3.33M Sell
44,662
-2,616
-6% -$209K 1.05% 41
2017
Q4 		$3.95M Sell
47,278
-61
-0.1% -$5.04K 1.17% 34
2017
Q3 		$3.88M Sell
47,339
-4,897
-9% -$389K 1.2% 35
2017
Q2 		$4.22M Buy
52,236
+3,066
+6% +$251K 1.24% 30
2017
Q1 		$4.03M Sell
49,170
-4,832
-9% -$404K 1.37% 24
2016
Q4 		$4.87M Sell
54,002
-173
-0.3% -$15.1K 1.66% 9
2016
Q3 		$4.73M Sell
54,175
-6,761
-11% -$600K 1.64% 9
2016
Q2 		$5.71M Sell
60,936
-261
-0.4% -$23.1K 2.04% 4
2016
Q1 		$5.12M Sell
61,197
-5,622
-8% -$450K 1.9% 6
2015
Q4 		$5.21M Buy
66,819
+1,560
+2% +$125K 1.94% 5
2015
Q3 		$4.85M Sell
65,259
-2,369
-4% -$183K 1.96% 8
2015
Q2 		$5.63M Sell
67,628
-88
-0.1% -$7.57K 2.03% 5
2015
Q1 		$5.76M Buy
67,716
+5,506
+9% +$488K 2.05% 5
2014
Q4 		$5.75M Sell
62,210
-121
-0.2% -$11.3K 2.08% 6
2014
Q3 		$5.86M Buy
62,331
+432
+0.7% +$43K 2.19% 5
2014
Q2 		$6.23M Buy
61,899
+3,842
+7% +$388K 2.27% 3
2014
Q1 		$5.67M Sell
58,057
-3,571
-6% -$340K 2.13% 4
2013
Q4 		$6.24M Buy
61,628
+20,208
+49% +$1.87M 2.27% 3
2013
Q3 		$3.56M Sell
41,420
-1,021
-2% -$92K 1.37% 28
2013
Q2 		$3.83M Buy
+42,441
New +$3.82M 1.54% 22

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

D.L. Carlson Investment Group's XOM Position: Q1 2026 in Review

D.L. Carlson Investment Group increased its ExxonMobil (XOM) stake by 0.23% in Q1 2026, buying an estimated $12.8K and bringing the position to 37,998 shares worth $6.45M. The position accounts for 1.11% of the portfolio, ranked #21.

D.L. Carlson Investment Group first reported a position in XOM in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.54M in Q2 2021. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • D.L. Carlson Investment Group held 37,998 shares of ExxonMobil worth $6.45M as of Q1 2026.
  • D.L. Carlson Investment Group bought 88 ExxonMobil shares in Q1 2026, an estimated $12.8K.
  • ExxonMobil made up 1.11% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #21 holding.
  • D.L. Carlson Investment Group first reported a position in ExxonMobil in Q2 2013 and has held it in 51 quarters since.
  • D.L. Carlson Investment Group's ExxonMobil position peaked at $8.54M in Q2 2021.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.