Essex Financial Services’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
$23.4M Buy
137,784
+252
+0.2% +$36.8K 1.31% 12
2025
Q4
$16.6M Buy
137,532
+8,190
+6% +$950K 0.94% 17
2025
Q3
$14.6M Sell
129,342
-4,546
-3% -$505K 0.87% 20
2025
Q2
$14.4M Buy
133,888
+6,567
+5% +$702K 0.95% 18
2025
Q1
$15.1M Sell
127,321
-5,431
-4% -$601K 1.09% 19
2024
Q4
$14.3M Buy
132,752
+2,555
+2% +$299K 1.01% 19
2024
Q3
$15.7M Sell
130,197
-17,183
-12% -$1.98M 1.13% 17
2024
Q2
$17.4M Buy
147,380
+32,180
+28% +$3.75M 1.29% 14
2024
Q1
$13.4M Sell
115,200
-3,769
-3% -$394K 1.23% 16
2023
Q4
$11.9M Buy
118,969
+8,621
+8% +$906K 1.23% 14
2023
Q3
$13M Buy
110,348
+464
+0.4% +$50.9K 1.5% 13
2023
Q2
$11.8M Sell
109,884
-55,207
-33% -$6.02M 1.34% 15
2023
Q1
$18.1M Sell
165,091
-1,414
-0.8% -$156K 1.91% 5
2022
Q4
$18.4M Buy
166,505
+175
+0.1% +$18.8K 1.95% 7
2022
Q3
$14.5M Buy
166,330
+12,788
+8% +$1.17M 1.73% 7
2022
Q2
$13.1M Sell
153,542
-5,881
-4% -$530K 1.46% 12
2022
Q1
$13.2M Buy
159,423
+36,999
+30% +$2.88M 1.26% 14
2021
Q4
$7.49M Buy
122,424
+23,456
+24% +$1.47M 0.74% 29
2021
Q3
$5.82M Buy
98,968
+6,484
+7% +$370K 0.67% 31
2021
Q2
$5.16M Hold
92,484
0.75% 22
2021
Q1
$5.16M Buy
92,484
+14,838
+19% +$778K 0.93% 20
2020
Q4
$3.23M Sell
77,646
-4,859
-6% -$182K 0.64% 40
2020
Q3
$2.83M Buy
82,505
+1,110
+1% +$45.4K 0.7% 38
2020
Q2
$3.64M Sell
81,395
-6,106
-7% -$274K 1.12% 15
2020
Q1
$3.32M Sell
87,501
-8,986
-9% -$496K 1.18% 17
2019
Q4
$6.73M Buy
96,487
+2,172
+2% +$150K 1.86% 6
2019
Q3
$6.66M Sell
94,315
-14,575
-13% -$1.05M 2.15% 6
2019
Q2
$8.34M Sell
108,890
-1,810
-2% -$140K 2.46% 7
2019
Q1
$8.95M Sell
110,700
-5,967
-5% -$455K 2.7% 7
2018
Q4
$7.96M Sell
116,667
-21,054
-15% -$1.65M 2.44% 8
2018
Q3
$11.7M Sell
137,721
-1,286
-0.9% -$105K 2.58% 5
2018
Q2
$11.5M Sell
139,007
-1,713
-1% -$136K 2.77% 3
2018
Q1
$10.5M Sell
140,720
-6,028
-4% -$482K 2.06% 4
2017
Q4
$12.3M Sell
146,748
-11,529
-7% -$954K 2.92% 3
2017
Q3
$13M Buy
158,277
+5,506
+4% +$437K 3.19% 2
2017
Q2
$12.3M Sell
152,771
-14,133
-8% -$1.16M 2.6% 4
2017
Q1
$13.7M Sell
166,904
-12,552
-7% -$1.05M 3.15% 2
2016
Q4
$16.2M Buy
179,456
+2,034
+1% +$178K 3.47% 2
2016
Q3
$15.5M Sell
177,422
-4,226
-2% -$375K 3.68% 2
2016
Q2
$17M Buy
181,648
+3,348
+2% +$296K 4.12% 2
2016
Q1
$14.9M Sell
178,300
-1,373
-0.8% -$110K 3.69% 2
2015
Q4
$14M Sell
179,673
-19,794
-10% -$1.58M 3.36% 2
2015
Q3
$14.8M Buy
199,467
+4,555
+2% +$351K 3.85% 1
2015
Q2
$16.2M Sell
194,912
-1,554
-0.8% -$134K 4.18% 1
2015
Q1
$16.7M Buy
196,466
+1,214
+0.6% +$108K 4.29% 1
2014
Q4
$18.1M Buy
195,252
+542
+0.3% +$50.5K 4.7% 1
2014
Q3
$18.3M Sell
194,710
-7,714
-4% -$768K 5.47% 1
2014
Q2
$20.4M Buy
202,424
+5,120
+3% +$516K 6.1% 1
2014
Q1
$19.3M Buy
197,304
+3,523
+2% +$336K 6.3% 1
2013
Q4
$19.6M Sell
193,781
-5,532
-3% -$511K 6.63% 1
2013
Q3
$17.1K Sell
199,313
-15,696
-7% -$1.42M 5.39% 2
2013
Q2
$19.4M Buy
+215,009
New +$19.3M 6.79% 1

Other funds holding XOM

Essex Financial Services's XOM Position: Q1 2026 in Review

Essex Financial Services increased its ExxonMobil (XOM) stake by 0.18% in Q1 2026, buying an estimated $36.8K and bringing the position to 137,784 shares worth $23.4M. The position accounts for 1.31% of the portfolio, ranked #12.

Essex Financial Services first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Essex Financial Services held 137,784 shares of ExxonMobil worth $23.4M as of Q1 2026.
  • Essex Financial Services bought 252 ExxonMobil shares in Q1 2026, an estimated $36.8K.
  • ExxonMobil made up 1.31% of Essex Financial Services's portfolio in Q1 2026, its #12 holding.
  • Essex Financial Services first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.