Delta Investment Management’s ExxonMobil XOM Stock Holding History

Delta 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	$2.06M	Sell	12,158 -72	-0.6%	-$10.5K	0.37%	56
2025 Q4	$1.47M	Sell	12,230 -613	-5%	-$71.1K	0.26%	74
2025 Q3	$1.45M	Sell	12,843 -84	-0.6%	-$9.34K	0.26%	69
2025 Q2	$1.39M	Sell	12,927 -3,989	-24%	-$426K	0.27%	68
2025 Q1	$2.01M	Buy	16,916 +4,149	+32%	+$459K	0.41%	47
2024 Q4	$1.37M	Sell	12,767 -1,925	-13%	-$225K	0.27%	64
2024 Q3	$1.72M	Sell	14,692 -65	-0.4%	-$7.5K	0.35%	49
2024 Q2	$1.7M	Buy	14,757 +367	+3%	+$42.7K	0.37%	45
2024 Q1	$1.67M	Sell	14,390 -230	-2%	-$24.1K	0.38%	47
2023 Q4	$1.46M	Buy	14,620 +85	+0.6%	+$8.93K	0.36%	46
2023 Q3	$1.71M	Buy	14,535 +991	+7%	+$109K	0.47%	37
2023 Q2	$1.45M	Sell	13,544 -694	-5%	-$75.7K	0.4%	47
2023 Q1	$1.56M	Buy	14,238 +105	+0.7%	+$11.6K	0.45%	40
2022 Q4	$1.56M	Buy	14,133 +948	+7%	+$102K	0.51%	42
2022 Q3	$1.15M	Buy	13,185 +5,821	+79%	+$531K	0.5%	53
2022 Q2	$631K	Sell	7,364 -568	-7%	-$51.2K	0.29%	65
2022 Q1	$655K	Sell	7,932 -3	-0%	-$233	0.19%	66
2021 Q4	$486K	Sell	7,935 -3,282	-29%	-$205K	0.14%	100
2021 Q3	$660K	Buy	11,217 +288	+3%	+$16.4K	0.21%	84
2021 Q2	$689K	Sell	10,929 -312	-3%	-$18.6K	0.2%	85
2021 Q1	$628K	Sell	11,241 -2,961	-21%	-$155K	0.2%	83
2020 Q4	$585K	Sell	14,202 -94	-0.7%	-$3.52K	0.19%	95
2020 Q3	$490K	Sell	14,296 -5,693	-28%	-$233K	0.27%	60
2020 Q2	$893K	Buy	19,989 +4,350	+28%	+$195K	0.37%	63
2020 Q1	$593K	Sell	15,639 -96	-0.6%	-$5.3K	0.45%	35
2019 Q4	$1.1M	Buy	15,735 +2,292	+17%	+$158K	0.4%	54
2019 Q3	$949K	Buy	13,443 +1,672	+14%	+$121K	0.5%	52
2019 Q2	$902K	Buy	11,771 +4,368	+59%	+$338K	0.52%	48
2019 Q1	$598K	Buy	7,403 +100	+1%	+$7.62K	0.52%	40
2018 Q4	$497K	Buy	+7,303	New	+$573K	0.47%	21

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

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

Delta Investment Management reduced its ExxonMobil (XOM) stake by 0.59% in Q1 2026, selling an estimated $10.5K and leaving 12,158 shares worth $2.06M. The position accounts for 0.37% of the portfolio, ranked #56.

Delta Investment Management first reported a position in XOM in Q4 2018 and has held it in 30 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Delta Investment Management held 12,158 shares of ExxonMobil worth $2.06M as of Q1 2026.
Delta Investment Management sold 72 ExxonMobil shares in Q1 2026, an estimated $10.5K.
ExxonMobil made up 0.37% of Delta Investment Management's portfolio in Q1 2026, its #56 holding.
Delta Investment Management first reported a position in ExxonMobil in Q4 2018 and has held it in 30 quarters since.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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