Excalibur Management’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
$4.58M Sell
26,987
-617
-2% -$90K 1.64% 11
2025
Q4
$3.32M Buy
27,604
+574
+2% +$66.6K 1.2% 19
2025
Q3
$3.05M Buy
27,030
+112
+0.4% +$12.5K 1.11% 22
2025
Q2
$2.9M Buy
26,918
+148
+0.6% +$15.8K 1.09% 22
2025
Q1
$3.18M Sell
26,770
-196
-0.7% -$21.7K 1.25% 16
2024
Q4
$2.9M Sell
26,966
-381
-1% -$44.6K 1.15% 19
2024
Q3
$3.21M Sell
27,347
-143
-0.5% -$16.5K 1.22% 14
2024
Q2
$3.16M Buy
27,490
+1,171
+4% +$136K 1.29% 14
2024
Q1
$3.06M Buy
26,319
+897
+4% +$93.9K 1.29% 14
2023
Q4
$2.54M Sell
25,422
-181
-0.7% -$19K 1.19% 17
2023
Q3
$3.01M Buy
25,603
+435
+2% +$47.7K 1.57% 13
2023
Q2
$2.7M Sell
25,168
-679
-3% -$74.1K 1.38% 14
2023
Q1
$2.83M Sell
25,847
-614
-2% -$67.9K 1.47% 14
2022
Q4
$2.92M Sell
26,461
-182
-0.7% -$19.5K 1.53% 13
2022
Q3
$2.33M Sell
26,643
-43
-0.2% -$3.93K 1.3% 15
2022
Q2
$2.29M Sell
26,686
-5,660
-17% -$511K 1.19% 18
2022
Q1
$2.67M Sell
32,346
-10,821
-25% -$841K 1.16% 20
2021
Q4
$2.64M Sell
43,167
-1,164
-3% -$72.7K 1.07% 21
2021
Q3
$2.61M Sell
44,331
-382
-0.9% -$21.8K 1.14% 19
2021
Q2
$2.82M Sell
44,713
-150
-0.3% -$8.96K 1.28% 17
2021
Q1
$2.5M Sell
44,863
-1,318
-3% -$69.1K 1.24% 19
2020
Q4
$1.9M Sell
46,181
-7,893
-15% -$296K 1.02% 23
2020
Q3
$1.86M Sell
54,074
-2,333
-4% -$95.4K 1.12% 23
2020
Q2
$2.52M Sell
56,407
-40
-0.1% -$1.79K 1.68% 14
2020
Q1
$2.14M Buy
56,447
+9,669
+21% +$534K 1.65% 15
2019
Q4
$3.26M Buy
46,778
+3,246
+7% +$224K 2.13% 13
2019
Q3
$3.07M Buy
43,532
+2,216
+5% +$160K 2.76% 12
2019
Q2
$3.17M Buy
41,316
+2,226
+6% +$172K 2.92% 12
2019
Q1
$3.16M Sell
39,090
-500
-1% -$38.1K 2.98% 12
2018
Q4
$2.7M Sell
39,590
-3,773
-9% -$296K 2.73% 13
2018
Q3
$3.69M Sell
43,363
-4,350
-9% -$356K 3.15% 11
2018
Q2
$3.95M Sell
47,713
-340
-0.7% -$27.1K 3.14% 11
2018
Q1
$3.58M Buy
48,053
+7,634
+19% +$610K 2.91% 11
2017
Q4
$3.38M Sell
40,419
-7,727
-16% -$639K 2.84% 12
2017
Q3
$3.95M Buy
48,146
+685
+1% +$54.4K 3.35% 11
2017
Q2
$3.83M Sell
47,461
-358
-0.7% -$29.3K 3.43% 11
2017
Q1
$3.92M Buy
47,819
+10,459
+28% +$874K 3.49% 12
2016
Q4
$3.37M Buy
37,360
+2,097
+6% +$183K 3.07% 13
2016
Q3
$3.08M Sell
35,263
-162
-0.5% -$14.4K 2.92% 13
2016
Q2
$3.32M Sell
35,425
-257
-0.7% -$22.7K 2.86% 10
2016
Q1
$2.98M Sell
35,682
-782
-2% -$62.6K 2.67% 12
2015
Q4
$2.84M Sell
36,464
-2,509
-6% -$201K 2.64% 15
2015
Q3
$2.9M Buy
38,973
+277
+0.7% +$21.3K 2.9% 12
2015
Q2
$3.22M Buy
38,696
+1,787
+5% +$154K 3.01% 11
2015
Q1
$3.14M Buy
36,909
+690
+2% +$61.2K 3.03% 10
2014
Q4
$3.35M Buy
36,219
+993
+3% +$92.6K 3.37% 9
2014
Q3
$3.31M Sell
35,226
-110
-0.3% -$11K 3.41% 9
2014
Q2
$3.56M Sell
35,336
-340
-1% -$34.3K 3.71% 8
2014
Q1
$3.48M Sell
35,676
-595
-2% -$56.7K 3.82% 8
2013
Q4
$3.67M Sell
36,271
-5
-0% -$462 4% 8
2013
Q3
$3.12M Buy
36,276
+4,279
+13% +$386K 3.66% 8
2013
Q2
$2.89M Buy
+31,997
New +$2.88M 3.59% 8

Other funds holding XOM

Excalibur Management's XOM Position: Q1 2026 in Review

Excalibur Management reduced its ExxonMobil (XOM) stake by 2.2% in Q1 2026, selling an estimated $90K and leaving 26,987 shares worth $4.58M. The position accounts for 1.64% of the portfolio, ranked #11.

Excalibur Management first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Excalibur Management held 26,987 shares of ExxonMobil worth $4.58M as of Q1 2026.
  • Excalibur Management sold 617 ExxonMobil shares in Q1 2026, an estimated $90K.
  • ExxonMobil made up 1.64% of Excalibur Management's portfolio in Q1 2026, its #11 holding.
  • Excalibur Management first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.