Equitable Trust’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.7M | Buy |
81,018
+174
| +0.2% | +$25.4K | 0.63% | 34 |
|
|
2025
Q4 | $9.73M | Sell |
80,844
-536
| -0.7% | -$62.2K | 0.43% | 47 |
|
|
2025
Q3 | $9.18M | Sell |
81,380
-1,449
| -2% | -$161K | 0.42% | 50 |
|
|
2025
Q2 | $8.93M | Sell |
82,829
-2,714
| -3% | -$290K | 0.44% | 49 |
|
|
2025
Q1 | $10.2M | Sell |
85,543
-765
| -0.9% | -$84.6K | 0.56% | 39 |
|
|
2024
Q4 | $9.28M | Sell |
86,308
-6,087
| -7% | -$712K | 0.52% | 39 |
|
|
2024
Q3 | $10.8M | Buy |
92,395
+3,067
| +3% | +$354K | 0.69% | 32 |
|
|
2024
Q2 | $10.3M | Buy |
89,328
+3,684
| +4% | +$429K | 0.71% | 33 |
|
|
2024
Q1 | $9.96M | Sell |
85,644
-3,454
| -4% | -$361K | 0.69% | 32 |
|
|
2023
Q4 | $8.91M | Hold |
89,098
| – | – | 0.67% | 30 |
|
|
2023
Q3 | $10.5M | Sell |
89,098
-18,303
| -17% | -$2.01M | 0.87% | 26 |
|
|
2023
Q2 | $11.5M | Sell |
107,401
-3,706
| -3% | -$404K | 0.88% | 27 |
|
|
2023
Q1 | $12.2M | Buy |
111,107
+4,857
| +5% | +$537K | 0.96% | 26 |
|
|
2022
Q4 | $11.7M | Buy |
106,250
+7,900
| +8% | +$846K | 0.92% | 26 |
|
|
2022
Q3 | $8.59M | Buy |
98,350
+2,664
| +3% | +$243K | 0.72% | 33 |
|
|
2022
Q2 | $8.2M | Buy |
95,686
+1,699
| +2% | +$153K | 0.61% | 38 |
|
|
2022
Q1 | $7.76M | Sell |
93,987
-1,546
| -2% | -$120K | 0.5% | 46 |
|
|
2021
Q4 | $5.85M | Buy |
95,533
+11,671
| +14% | +$729K | 0.36% | 75 |
|
|
2021
Q3 | $4.93M | Buy |
83,862
+2,730
| +3% | +$156K | 0.31% | 89 |
|
|
2021
Q2 | $5.12M | Sell |
81,132
-10,987
| -12% | -$656K | 0.33% | 79 |
|
|
2021
Q1 | $5.14M | Buy |
92,119
+3,661
| +4% | +$192K | 0.38% | 74 |
|
|
2020
Q4 | $3.65M | Sell |
88,458
-388
| -0.4% | -$14.5K | 0.27% | 98 |
|
|
2020
Q3 | $3.05M | Sell |
88,846
-5,754
| -6% | -$235K | 0.26% | 99 |
|
|
2020
Q2 | $4.23M | Sell |
94,600
-9,842
| -9% | -$441K | 0.39% | 67 |
|
|
2020
Q1 | $3.97M | Buy |
104,442
+3,759
| +4% | +$208K | 0.44% | 66 |
|
|
2019
Q4 | $7.03M | Sell |
100,683
-13,603
| -12% | -$941K | 0.69% | 40 |
|
|
2019
Q3 | $8.07M | Sell |
114,286
-7,680
| -6% | -$555K | 0.85% | 32 |
|
|
2019
Q2 | $9.35M | Buy |
121,966
+3,205
| +3% | +$248K | 0.99% | 28 |
|
|
2019
Q1 | $9.6M | Sell |
118,761
-3,532
| -3% | -$269K | 1.11% | 22 |
|
|
2018
Q4 | $8.34M | Buy |
122,293
+1,354
| +1% | +$106K | 1.1% | 18 |
|
|
2018
Q3 | $10.3M | Buy |
120,939
+6,628
| +6% | +$542K | 1.2% | 18 |
|
|
2018
Q2 | $9.46M | Buy |
+114,311
| New | +$9.11M | 1.2% | 20 |
|
Other funds holding XOM
VCM
VPM
Equitable Trust's XOM Position: Q1 2026 in Review
Equitable Trust increased its ExxonMobil (XOM) stake by 0.22% in Q1 2026, buying an estimated $25.4K and bringing the position to 81,018 shares worth $13.7M. The position accounts for 0.63% of the portfolio, ranked #34.
Equitable Trust first reported a position in XOM in Q2 2018 and has held it in 32 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Equitable Trust held 81,018 shares of ExxonMobil worth $13.7M as of Q1 2026.
- Equitable Trust bought 174 ExxonMobil shares in Q1 2026, an estimated $25.4K.
- ExxonMobil made up 0.63% of Equitable Trust's portfolio in Q1 2026, its #34 holding.
- Equitable Trust first reported a position in ExxonMobil in Q2 2018 and has held it in 32 quarters since.
- 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.