Doheny Asset Management’s ExxonMobil XOM Stock Holding History

Doheny 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	$8.84M	Sell	52,124 -3,989	-7%	-$582K	5.76%	5
2025 Q4	$6.75M	Buy	56,113 +225	+0.4%	+$26.1K	4.12%	6
2025 Q3	$6.3M	Buy	55,888 +175	+0.3%	+$19.5K	4%	6
2025 Q2	$6.01M	Sell	55,713 -351	-0.6%	-$37.5K	4.21%	5
2025 Q1	$6.67M	Sell	56,064 -1,503	-3%	-$166K	5.22%	4
2024 Q4	$6.19M	Sell	57,567 -600	-1%	-$70.2K	4.62%	4
2024 Q3	$6.82M	Buy	58,167 +60	+0.1%	+$6.93K	4.66%	4
2024 Q2	$6.69M	Buy	58,107 +38,066	+190%	+$4.43M	4.77%	4
2024 Q1	$2.33M	Sell	20,041 -723	-3%	-$75.6K	1.92%	19
2023 Q4	$2.08M	Sell	20,764 -2,290	-10%	-$241K	2.03%	18
2023 Q3	$2.71M	Sell	23,054 -2,000	-8%	-$219K	2.63%	12
2023 Q2	$2.69M	Sell	25,054 -250	-1%	-$27.3K	2.3%	13
2023 Q1	$2.77M	Buy	25,304 +7,849	+45%	+$868K	2.49%	14
2022 Q4	$1.93M	Sell	17,455 -8,075	-32%	-$865K	2.23%	16
2022 Q3	$2.23M	Buy	+25,530	New	+$2.33M	2.23%	14
2022 Q1	$2.15M	Hold	26,030	–	–	1.57%	23
2021 Q4	$1.59M	Sell	26,030 -4,000	-13%	-$250K	1.12%	26
2021 Q3	$1.77M	Sell	30,030 -250	-0.8%	-$14.2K	1.26%	25
2021 Q2	$1.91M	Buy	30,280 +500	+2%	+$29.9K	1.23%	28
2021 Q1	$1.66M	Buy	29,780 +12,300	+70%	+$645K	1.13%	29
2020 Q4	$721K	Buy	+17,480	New	+$655K	0.5%	53
2020 Q3	–	Sell	-6,793	Closed	-$304K	–	100
2020 Q2	$304K	Sell	6,793 -4,195	-38%	-$188K	0.29%	70
2020 Q1	$767K	Hold	10,988	–	–	0.61%	52
2019 Q4	$767K	Buy	10,988 +170	+2%	+$11.8K	0.61%	52
2019 Q3	$764K	Hold	10,818	–	–	0.66%	50
2019 Q2	$829K	Hold	10,818	–	–	0.69%	48
2019 Q1	$874K	Buy	10,818 +350	+3%	+$26.7K	0.74%	44
2018 Q4	$714K	Sell	10,468 -4,850	-32%	-$381K	0.52%	48
2018 Q3	$1.3M	Hold	15,318	–	–	0.68%	43
2018 Q2	$1.27M	Buy	15,318 +1,225	+9%	+$97.6K	0.69%	42
2018 Q1	$1.05M	Sell	14,093 -1,000	-7%	-$79.9K	0.55%	51
2017 Q4	$1.26M	Sell	15,093 -25	-0.2%	-$2.07K	0.59%	48
2017 Q3	$1.24M	Sell	15,118 -800	-5%	-$63.5K	0.57%	49
2017 Q2	$1.28M	Sell	15,918 -375	-2%	-$30.7K	0.6%	44
2017 Q1	$1.34M	Sell	16,293 -2,420	-13%	-$202K	0.6%	42
2016 Q4	$1.69M	Buy	18,713 +744	+4%	+$65K	0.82%	39
2016 Q3	$1.57M	Sell	17,969 -30	-0.2%	-$2.66K	0.81%	38
2016 Q2	$1.69M	Hold	17,999	–	–	0.85%	36
2016 Q1	$1.5M	Hold	17,999	–	–	0.78%	37
2015 Q4	$1.4M	Sell	17,999 -50	-0.3%	-$4K	0.69%	44
2015 Q3	$1.34M	Sell	18,049 -50	-0.3%	-$3.85K	0.7%	45
2015 Q2	$1.51M	Sell	18,099 -301	-2%	-$25.9K	0.67%	47
2015 Q1	$1.56M	Sell	18,400 -3,200	-15%	-$284K	0.73%	45
2014 Q4	$2M	Buy	21,600 +4,990	+30%	+$465K	0.95%	35
2014 Q3	$1.56M	Sell	16,610 -2,240	-12%	-$223K	0.78%	40
2014 Q2	$1.9M	Sell	18,850 -170	-0.9%	-$17.1K	0.9%	39
2014 Q1	$1.86M	Sell	19,020 -120	-0.6%	-$11.4K	0.95%	41
2013 Q4	$1.94M	Sell	19,140 -1,190	-6%	-$110K	1.02%	39
2013 Q3	$1.75M	Sell	20,330 -200	-1%	-$18K	0.96%	41
2013 Q2	$1.85M	Buy	+20,530	New	+$1.85M	1.06%	38

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

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

Doheny Asset Management reduced its ExxonMobil (XOM) stake by 7.1% in Q1 2026, selling an estimated $582K and leaving 52,124 shares worth $8.84M. The position accounts for 5.76% of the portfolio, ranked #5.

Doheny Asset Management first reported a position in XOM in Q2 2013 and has held it in 50 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Doheny Asset Management held 52,124 shares of ExxonMobil worth $8.84M as of Q1 2026.
Doheny Asset Management sold 3,989 ExxonMobil shares in Q1 2026, an estimated $582K.
ExxonMobil made up 5.76% of Doheny Asset Management's portfolio in Q1 2026, its #5 holding.
Doheny Asset Management first reported a position in ExxonMobil in Q2 2013 and has held it in 50 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Doheny Asset Management's 13F filing for Q1 2026, filed 7 May 2026.