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Eldridge Investment Advisors’s ExxonMobil XOM Stock Holding History

Eldridge 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 		$2.27M Sell
13,352
-103
-0.8% -$15K 0.5% 41
2025
Q4 		$1.62M Sell
13,455
-8
-0.1% -$928 0.36% 53
2025
Q3 		$1.52M Sell
13,463
-7
-0.1% -$778 0.35% 54
2025
Q2 		$1.45M Sell
13,470
-209
-2% -$22.3K 0.3% 63
2025
Q1 		$1.63M Sell
13,679
-70
-0.5% -$7.74K 0.37% 58
2024
Q4 		$1.48M Sell
13,749
-184
-1% -$21.5K 0.34% 63
2024
Q3 		$1.63M Sell
13,933
-1,080
-7% -$125K 0.38% 58
2024
Q2 		$1.73M Buy
15,013
+300
+2% +$34.9K 0.44% 53
2024
Q1 		$1.71M Buy
14,713
+474
+3% +$49.6K 0.44% 55
2023
Q4 		$1.42M Sell
14,239
-50
-0.3% -$5.25K 0.37% 60
2023
Q3 		$1.68M Sell
14,289
-154
-1% -$16.9K 0.56% 38
2023
Q2 		$1.55M Sell
14,443
-40
-0.3% -$4.36K 0.51% 39
2023
Q1 		$1.59M Hold
14,483
– – 0.55% 42
2022
Q4 		$1.6M Buy
14,483
+125
+0.9% +$13.4K 0.56% 41
2022
Q3 		$1.25M Hold
14,358
– – 0.49% 41
2022
Q2 		$1.23M Buy
14,358
+53
+0.4% +$4.78K 0.46% 42
2022
Q1 		$1.18M Hold
14,305
– – 0.4% 45
2021
Q4 		$875K Sell
14,305
-50
-0.3% -$3.13K 0.29% 60
2021
Q3 		$844K Buy
14,355
+67
+0.5% +$3.82K 0.3% 53
2021
Q2 		$901K Hold
14,288
– – 0.33% 52
2021
Q1 		$798K Sell
14,288
-34
-0.2% -$1.78K 0.31% 50
2020
Q4 		$590K Sell
14,322
-171
-1% -$6.41K 0.25% 55
2020
Q3 		$498K Sell
14,493
-969
-6% -$39.6K 0.23% 55
2020
Q2 		$691K Sell
15,462
-25
-0.2% -$1.12K 0.34% 41
2020
Q1 		$588K Buy
15,487
+4,015
+35% +$222K 0.33% 43
2019
Q4 		$800K Sell
11,472
-350
-3% -$24.2K 0.39% 41
2019
Q3 		$835K Hold
11,822
– – 0.43% 35
2019
Q2 		$906K Buy
11,822
+171
+1% +$13.2K 0.48% 34
2019
Q1 		$941K Buy
11,651
+1,102
+10% +$84K 0.51% 34
2018
Q4 		$719K Buy
+10,549
New +$828K 0.44% 36

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

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

Eldridge Investment Advisors reduced its ExxonMobil (XOM) stake by 0.77% in Q1 2026, selling an estimated $15K and leaving 13,352 shares worth $2.27M. The position accounts for 0.5% of the portfolio, ranked #41.

Eldridge Investment Advisors first reported a position in XOM in Q4 2018 and has held it in 30 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Eldridge Investment Advisors held 13,352 shares of ExxonMobil worth $2.27M as of Q1 2026.
  • Eldridge Investment Advisors sold 103 ExxonMobil shares in Q1 2026, an estimated $15K.
  • ExxonMobil made up 0.5% of Eldridge Investment Advisors's portfolio in Q1 2026, its #41 holding.
  • Eldridge Investment Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 30 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.