Family 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 | $6.17M | Buy |
36,345
+29,690
| +446% | +$4.33M | 0.74% | 28 |
|
|
2025
Q4 | $801K | Buy |
6,655
+1,061
| +19% | +$123K | 0.1% | 104 |
|
|
2025
Q3 | $631K | Sell |
5,594
-61
| -1% | -$6.78K | 0.09% | 114 |
|
|
2025
Q2 | $610K | Sell |
5,655
-669
| -11% | -$71.5K | 0.09% | 113 |
|
|
2025
Q1 | $752K | Buy |
6,324
+1,214
| +24% | +$134K | 0.12% | 98 |
|
|
2024
Q4 | $550K | Sell |
5,110
-336
| -6% | -$39.3K | 0.09% | 111 |
|
|
2024
Q3 | $638K | Sell |
5,446
-447
| -8% | -$51.6K | 0.11% | 98 |
|
|
2024
Q2 | $678K | Sell |
5,893
-281
| -5% | -$32.7K | 0.12% | 86 |
|
|
2024
Q1 | $718K | Buy |
6,174
+2
| +0% | +$209 | 0.13% | 83 |
|
|
2023
Q4 | $617K | Sell |
6,172
-36
| -0.6% | -$3.78K | 0.13% | 81 |
|
|
2023
Q3 | $730K | Sell |
6,208
-1,050
| -14% | -$115K | 0.17% | 66 |
|
|
2023
Q2 | $778K | Buy |
7,258
+3,066
| +73% | +$335K | 0.17% | 65 |
|
|
2023
Q1 | $460K | Sell |
4,192
-74
| -2% | -$8.19K | 0.11% | 76 |
|
|
2022
Q4 | $471K | Buy |
4,266
+1,624
| +61% | +$174K | 0.11% | 87 |
|
|
2022
Q3 | $231K | Buy |
2,642
+147
| +6% | +$13.4K | 0.06% | 122 |
|
|
2022
Q2 | $214K | Sell |
2,495
-1,040
| -29% | -$93.8K | 0.06% | 138 |
|
|
2022
Q1 | $292K | Buy |
3,535
+30
| +0.9% | +$2.33K | 0.08% | 131 |
|
|
2021
Q4 | $214K | Hold |
3,505
| – | – | 0.06% | 158 |
|
|
2021
Q3 | $206K | Sell |
3,505
-1,364
| -28% | -$77.7K | 0.06% | 152 |
|
|
2021
Q2 | $307K | Sell |
4,869
-341
| -7% | -$20.4K | 0.08% | 137 |
|
|
2021
Q1 | $291K | Buy |
5,210
+192
| +4% | +$10.1K | 0.09% | 118 |
|
|
2020
Q4 | $207K | Buy |
+5,018
| New | +$188K | 0.07% | 146 |
|
|
2020
Q3 | – | Sell |
-10,199
| Closed | -$456K | – | 170 |
|
|
2020
Q2 | $456K | Sell |
10,199
-28,551
| -74% | -$1.28M | 0.19% | 89 |
|
|
2020
Q1 | $1.47M | Sell |
38,750
-4,863
| -11% | -$269K | 0.73% | 42 |
|
|
2019
Q4 | $3.04M | Sell |
43,613
-2,306
| -5% | -$159K | 1.05% | 30 |
|
|
2019
Q3 | $3.24M | Sell |
45,919
-18
| -0% | -$1.3K | 1.21% | 26 |
|
|
2019
Q2 | $3.52M | Buy |
45,937
+3,395
| +8% | +$263K | 1.38% | 20 |
|
|
2019
Q1 | $3.44M | Buy |
42,542
+3,551
| +9% | +$271K | 1.48% | 17 |
|
|
2018
Q4 | $2.66M | Sell |
38,991
-14,068
| -27% | -$1.1M | 1.11% | 29 |
|
|
2018
Q3 | $4.51M | Sell |
53,059
-1,545
| -3% | -$126K | 2.63% | 14 |
|
|
2018
Q2 | $4.52M | Buy |
54,604
+3,820
| +8% | +$304K | 2.8% | 10 |
|
|
2018
Q1 | $3.79M | Sell |
50,784
-3,762
| -7% | -$301K | 2.85% | 15 |
|
|
2017
Q4 | $4.56M | Sell |
54,546
-6,157
| -10% | -$509K | 3.19% | 12 |
|
|
2017
Q3 | $4.98M | Sell |
60,703
-979
| -2% | -$77.7K | 3.41% | 8 |
|
|
2017
Q2 | $4.98M | Buy |
61,682
+2,794
| +5% | +$229K | 3.42% | 9 |
|
|
2017
Q1 | $4.83M | Buy |
58,888
+2,407
| +4% | +$201K | 3.32% | 12 |
|
|
2016
Q4 | $5.1M | Buy |
56,481
+31,806
| +129% | +$2.78M | 3.49% | 11 |
|
|
2016
Q3 | $2.15M | Buy |
24,675
+13,583
| +122% | +$1.21M | 1.22% | 28 |
|
|
2016
Q2 | $1.04M | Buy |
11,092
+29
| +0.3% | +$2.56K | 0.59% | 42 |
|
|
2016
Q1 | $925K | Sell |
11,063
-968
| -8% | -$77.5K | 0.6% | 31 |
|
|
2015
Q4 | $938K | Sell |
12,031
-5,744
| -32% | -$459K | 0.48% | 44 |
|
|
2015
Q3 | $1.32M | Sell |
17,775
-318
| -2% | -$24.5K | 0.58% | 46 |
|
|
2015
Q2 | $1.5M | Buy |
18,093
+5,102
| +39% | +$439K | 0.62% | 49 |
|
|
2015
Q1 | $1.1M | Sell |
12,991
-4,000
| -24% | -$355K | 0.51% | 46 |
|
|
2014
Q4 | $1.57M | Sell |
16,991
-53
| -0.3% | -$4.94K | 0.71% | 46 |
|
|
2014
Q3 | $1.6M | Buy |
17,044
+294
| +2% | +$29.3K | 0.73% | 45 |
|
|
2014
Q2 | $1.69M | Buy |
16,750
+23
| +0.1% | +$2.32K | 0.82% | 39 |
|
|
2014
Q1 | $1.63M | Buy |
16,727
+22
| +0.1% | +$2.1K | 0.85% | 42 |
|
|
2013
Q4 | $1.69M | Buy |
16,705
+1,022
| +7% | +$94.5K | 0.97% | 35 |
|
|
2013
Q3 | $1.35M | Sell |
15,683
-7,977
| -34% | -$719K | 0.87% | 39 |
|
|
2013
Q2 | $2.14M | Buy |
+23,660
| New | +$2.13M | 1.3% | 34 |
|
Other funds holding XOM
VCM
VPM
Family Management's XOM Position: Q1 2026 in Review
Family Management increased its ExxonMobil (XOM) stake by 446% in Q1 2026, buying an estimated $4.33M and bringing the position to 36,345 shares worth $6.17M. The position accounts for 0.74% of the portfolio, ranked #28.
Family Management first reported a position in XOM in Q2 2013 and has held it in 51 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Family Management held 36,345 shares of ExxonMobil worth $6.17M as of Q1 2026.
- Family Management bought 29,690 ExxonMobil shares in Q1 2026, an estimated $4.33M.
- ExxonMobil made up 0.74% of Family Management's portfolio in Q1 2026, its #28 holding.
- Family Management first reported a position in ExxonMobil in Q2 2013 and has held it in 51 quarters since.
- 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Family Management's 13F filing for Q1 2026, filed 15 May 2026.