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Dumont & Blake Investment Advisors’s ExxonMobil XOM Stock Holding History

Dumont & Blake Investment Advisors’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 		$2.46M Sell
14,511
-322
-2% -$47K 0.62% 39
2025
Q4 		$1.78M Sell
14,833
-292
-2% -$33.9K 0.43% 67
2025
Q3 		$1.71M Sell
15,125
-3,114
-17% -$346K 0.41% 68
2025
Q2 		$1.97M Buy
18,239
+104
+0.6% +$11.1K 0.51% 54
2025
Q1 		$2.16M Sell
18,135
-16
-0.1% -$1.77K 0.6% 43
2024
Q4 		$1.95M Sell
18,151
-314
-2% -$36.7K 0.52% 50
2024
Q3 		$2.16M Sell
18,465
-18,779
-50% -$2.17M 0.58% 42
2024
Q2 		$4.29M Buy
37,244
+18,613
+100% +$2.17M 0.61% 38
2024
Q1 		$2.17M Sell
18,631
-147
-0.8% -$15.4K 0.62% 38
2023
Q4 		$1.88M Sell
18,778
-671
-3% -$70.5K 0.58% 43
2023
Q3 		$2.29M Sell
19,449
-148
-0.8% -$16.2K 0.77% 33
2023
Q2 		$2.1M Sell
19,597
-101
-0.5% -$11K 0.68% 35
2023
Q1 		$2.16M Sell
19,698
-420
-2% -$46.5K 0.73% 34
2022
Q4 		$2.22M Sell
20,118
-374
-2% -$40.1K 0.79% 32
2022
Q3 		$1.79M Sell
20,492
-15,701
-43% -$1.43M 0.67% 38
2022
Q2 		$3.1M Buy
36,193
+500
+1% +$45.1K 1.01% 18
2022
Q1 		$2.95M Buy
35,693
+866
+2% +$67.3K 0.81% 27
2021
Q4 		$2.13M Sell
34,827
-262
-0.7% -$16.4K 0.56% 46
2021
Q3 		$2.06M Buy
35,089
+308
+0.9% +$17.6K 0.59% 46
2021
Q2 		$2.19M Buy
34,781
+505
+1% +$30.2K 0.62% 43
2021
Q1 		$1.91M Buy
34,276
+171
+0.5% +$8.96K 0.59% 47
2020
Q4 		$1.41M Sell
34,105
-11,545
-25% -$433K 0.48% 59
2020
Q3 		$1.57M Buy
45,650
+236
+0.5% +$9.65K 0.6% 48
2020
Q2 		$2.03M Buy
45,414
+83
+0.2% +$3.72K 0.85% 30
2020
Q1 		$1.72M Sell
45,331
-396
-0.9% -$21.9K 0.88% 31
2019
Q4 		$3.19M Sell
45,727
-55
-0.1% -$3.8K 1.25% 15
2019
Q3 		$3.23M Sell
45,782
-54
-0.1% -$3.9K 1.36% 14
2019
Q2 		$3.51M Buy
45,836
+57
+0.1% +$4.41K 1.46% 13
2019
Q1 		$3.7M Buy
45,779
+404
+0.9% +$30.8K 1.57% 12
2018
Q4 		$3.09M Sell
45,375
-2,294
-5% -$180K 1.45% 14
2018
Q3 		$4.05M Buy
47,669
+430
+0.9% +$35.2K 1.58% 13
2018
Q2 		$3.91M Buy
47,239
+446
+1% +$35.5K 1.64% 12
2018
Q1 		$3.49M Sell
46,793
-700
-1% -$56K 1.49% 12
2017
Q4 		$3.97M Sell
47,493
-1,985
-4% -$164K 1.61% 9
2017
Q3 		$4.06M Sell
49,478
-620
-1% -$49.2K 1.74% 7
2017
Q2 		$4.04M Sell
50,098
-260
-0.5% -$21.3K 1.79% 7
2017
Q1 		$4.13M Sell
50,358
-40
-0.1% -$3.34K 1.86% 7
2016
Q4 		$4.55M Sell
50,398
-110
-0.2% -$9.61K 2.13% 5
2016
Q3 		$4.41M Sell
50,508
-3,510
-6% -$311K 2.16% 5
2016
Q2 		$5.06M Sell
54,018
-395
-0.7% -$34.9K 2.54% 4
2016
Q1 		$4.55M Sell
54,413
-695
-1% -$55.7K 2.35% 4
2015
Q4 		$4.3M Sell
55,108
-2,980
-5% -$238K 2.19% 5
2015
Q3 		$4.32M Buy
58,088
+4,864
+9% +$375K 2.33% 4
2015
Q2 		$4.43M Buy
53,224
+394
+0.7% +$33.9K 2.16% 5
2015
Q1 		$4.49M Buy
52,830
+210
+0.4% +$18.6K 2.18% 4
2014
Q4 		$4.87M Sell
52,620
-625
-1% -$58.3K 2.41% 4
2014
Q3 		$5.01M Sell
53,245
-100
-0.2% -$9.96K 2.58% 3
2014
Q2 		$5.37M Sell
53,345
-730
-1% -$73.6K 2.7% 3
2014
Q1 		$5.28M Sell
54,075
-855
-2% -$81.5K 2.75% 3
2013
Q4 		$5.56M Sell
54,930
-5,477
-9% -$506K 2.87% 3
2013
Q3 		$5.2M Sell
60,407
-200
-0.3% -$18K 2.47% 4
2013
Q2 		$5.48M Buy
+60,607
New +$5.45M 3.29% 3

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

Dumont & Blake Investment Advisors's XOM Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its ExxonMobil (XOM) stake by 2.2% in Q1 2026, selling an estimated $47K and leaving 14,511 shares worth $2.46M. The position accounts for 0.62% of the portfolio, ranked #39.

Dumont & Blake Investment Advisors first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.56M in Q4 2013. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Dumont & Blake Investment Advisors held 14,511 shares of ExxonMobil worth $2.46M as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 322 ExxonMobil shares in Q1 2026, an estimated $47K.
  • ExxonMobil made up 0.62% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #39 holding.
  • Dumont & Blake Investment Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • Dumont & Blake Investment Advisors's ExxonMobil position peaked at $5.56M in Q4 2013.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.