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Edgemoor Investment Advisors’s ExxonMobil XOM Stock Holding History

Edgemoor 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 		$1.97M Sell
11,591
-6
-0.1% -$876 0.15% 81
2025
Q4 		$1.4M Sell
11,597
-1,832
-14% -$212K 0.11% 89
2025
Q3 		$1.51M Buy
13,429
+1,872
+16% +$208K 0.12% 87
2025
Q2 		$1.25M Buy
11,557
+379
+3% +$40.5K 0.11% 87
2025
Q1 		$1.33M Sell
11,178
-144
-1% -$15.9K 0.12% 83
2024
Q4 		$1.22M Sell
11,322
-11
-0.1% -$1.29K 0.11% 87
2024
Q3 		$1.33M Sell
11,333
-2,482
-18% -$287K 0.12% 87
2024
Q2 		$1.59M Buy
13,815
+1,315
+11% +$153K 0.15% 73
2024
Q1 		$1.45M Buy
12,500
+87
+0.7% +$9.1K 0.14% 75
2023
Q4 		$1.24M Sell
12,413
-220
-2% -$23.1K 0.13% 79
2023
Q3 		$1.49M Sell
12,633
-166
-1% -$18.2K 0.18% 75
2023
Q2 		$1.37M Buy
12,799
+4
+0% +$436 0.16% 77
2023
Q1 		$1.4M Sell
12,795
-1,076
-8% -$119K 0.17% 77
2022
Q4 		$1.53M Buy
13,871
+2,094
+18% +$224K 0.19% 75
2022
Q3 		$1.03M Sell
11,777
-245
-2% -$22.4K 0.14% 82
2022
Q2 		$1.03M Buy
12,022
+262
+2% +$23.6K 0.13% 85
2022
Q1 		$971K Buy
11,760
+1,642
+16% +$128K 0.1% 90
2021
Q4 		$619K Sell
10,118
-44
-0.4% -$2.75K 0.06% 95
2021
Q3 		$598K Sell
10,162
-4,305
-30% -$245K 0.07% 91
2021
Q2 		$913K Sell
14,467
-300
-2% -$17.9K 0.09% 80
2021
Q1 		$824K Sell
14,767
-450
-3% -$23.6K 0.08% 79
2020
Q4 		$627K Sell
15,217
-5,442
-26% -$204K 0.07% 83
2020
Q3 		$709K Buy
20,659
+202
+1% +$8.26K 0.09% 79
2020
Q2 		$915K Sell
20,457
-26
-0.1% -$1.17K 0.12% 71
2020
Q1 		$778K Sell
20,483
-574
-3% -$31.7K 0.13% 70
2019
Q4 		$1.47M Sell
21,057
-356
-2% -$24.6K 0.17% 73
2019
Q3 		$1.51M Hold
21,413
– – 0.19% 72
2019
Q2 		$1.64M Sell
21,413
-170
-0.8% -$13.2K 0.21% 73
2019
Q1 		$1.74M Buy
21,583
+255
+1% +$19.4K 0.23% 72
2018
Q4 		$1.45M Sell
21,328
-10
-0% -$785 0.22% 75
2018
Q3 		$1.81M Hold
21,338
– – 0.23% 73
2018
Q2 		$1.76M Sell
21,338
-70
-0.3% -$5.58K 0.24% 72
2018
Q1 		$1.6M Buy
21,408
+1,148
+6% +$91.8K 0.21% 75
2017
Q4 		$1.76M Sell
20,260
-2,550
-11% -$211K 0.22% 70
2017
Q3 		$1.87M Sell
22,810
-534
-2% -$42.4K 0.25% 72
2017
Q2 		$1.89M Buy
23,344
+4,716
+25% +$386K 0.26% 72
2017
Q1 		$1.53M Sell
18,628
-167
-0.9% -$14K 0.22% 72
2016
Q4 		$1.7M Sell
18,795
-349
-2% -$30.5K 0.26% 71
2016
Q3 		$1.67M Buy
19,144
+425
+2% +$37.7K 0.26% 72
2016
Q2 		$1.75M Sell
18,719
-73,264
-80% -$6.48M 0.28% 73
2016
Q1 		$7.69M Sell
91,983
-11,089
-11% -$888K 1.2% 32
2015
Q4 		$8.03M Sell
103,072
-5,459
-5% -$436K 1.21% 30
2015
Q3 		$8.07M Sell
108,531
-119
-0.1% -$9.17K 1.23% 30
2015
Q2 		$9.04M Sell
108,650
-1,295
-1% -$111K 1.32% 26
2015
Q1 		$9.35M Sell
109,945
-3,770
-3% -$334K 1.32% 27
2014
Q4 		$10.5M Buy
113,715
+2,961
+3% +$276K 1.54% 22
2014
Q3 		$10.4M Buy
110,754
+8,116
+8% +$808K 1.53% 23
2014
Q2 		$10.3M Buy
102,638
+893
+0.9% +$90.1K 1.52% 25
2014
Q1 		$9.94M Sell
101,745
-536
-0.5% -$51.1K 1.57% 25
2013
Q4 		$10.4M Sell
102,281
-68,275
-40% -$6.31M 1.64% 23
2013
Q3 		$14.7M Sell
170,556
-1,881
-1% -$170K 2.56% 7
2013
Q2 		$15.6M Buy
+172,437
New +$15.5M 2.76% 5

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

Edgemoor Investment Advisors's XOM Position: Q1 2026 in Review

Edgemoor Investment Advisors reduced its ExxonMobil (XOM) stake by 0.05% in Q1 2026, selling an estimated $876 and leaving 11,591 shares worth $1.97M. The position accounts for 0.15% of the portfolio, ranked #81.

Edgemoor Investment Advisors first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.6M in Q2 2013. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Edgemoor Investment Advisors held 11,591 shares of ExxonMobil worth $1.97M as of Q1 2026.
  • Edgemoor Investment Advisors sold 6 ExxonMobil shares in Q1 2026, an estimated $876.
  • ExxonMobil made up 0.15% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #81 holding.
  • Edgemoor Investment Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • Edgemoor Investment Advisors's ExxonMobil position peaked at $15.6M in Q2 2013.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.