Harbor Advisory Corp’s ExxonMobil XOM Stock Holding History

Harbor Advisory Corp’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	$2.38M	Buy	14,027 +1,199	+9%	+$175K	0.72%	37
2025 Q4	$1.54M	Buy	12,828 +634	+5%	+$73.5K	0.47%	48
2025 Q3	$1.37M	Hold	12,194	–	–	0.41%	49
2025 Q2	$1.31M	Hold	12,194	–	–	0.42%	49
2025 Q1	$1.45M	Hold	12,194	–	–	0.49%	53
2024 Q4	$1.31M	Sell	12,194 -110	-0.9%	-$12.9K	0.43%	58
2024 Q3	$1.44M	Hold	12,304	–	–	0.47%	54
2024 Q2	$1.42M	Hold	12,304	–	–	0.49%	54
2024 Q1	$1.43M	Hold	12,304	–	–	0.49%	53
2023 Q4	$1.23M	Sell	12,304 -500	-4%	-$52.6K	0.44%	54
2023 Q3	$1.51M	Sell	12,804 -100	-0.8%	-$11K	0.55%	53
2023 Q2	$1.38M	Buy	12,904 +3,506	+37%	+$383K	0.49%	53
2023 Q1	$1.03M	Buy	9,398 +2,450	+35%	+$271K	0.39%	58
2022 Q4	$766K	Sell	6,948 -80	-1%	-$8.57K	0.31%	62
2022 Q3	$614K	Sell	7,028 -666	-9%	-$60.8K	0.28%	57
2022 Q2	$659K	Buy	7,694 +1,578	+26%	+$142K	0.29%	58
2022 Q1	$505K	Hold	6,116	–	–	0.2%	61
2021 Q4	$374K	Hold	6,116	–	–	0.15%	64
2021 Q3	$360K	Hold	6,116	–	–	0.16%	65
2021 Q2	$386K	Hold	6,116	–	–	0.17%	63
2021 Q1	$341K	Sell	6,116 -735	-11%	-$38.5K	0.14%	84
2020 Q4	$282K	Sell	6,851 -1,421	-17%	-$53.3K	0.15%	77
2020 Q3	$284K	Hold	8,272	–	–	0.28%	30
2020 Q2	$370K	Sell	8,272 -460	-5%	-$20.6K	0.37%	30
2020 Q1	$332K	Sell	8,732 -85	-1%	-$4.69K	0.36%	31
2019 Q4	$615K	Sell	8,817 -231	-3%	-$16K	0.51%	29
2019 Q3	$639K	Hold	9,048	–	–	0.56%	29
2019 Q2	$693K	Hold	9,048	–	–	0.61%	28
2019 Q1	$731K	Sell	9,048 -1,024	-10%	-$78.1K	0.65%	26
2018 Q4	$687K	Sell	10,072 -300	-3%	-$23.5K	0.68%	28
2018 Q3	$882K	Sell	10,372 -179	-2%	-$14.6K	0.76%	28
2018 Q2	$873K	Buy	10,551 +1,164	+12%	+$92.7K	0.78%	28
2018 Q1	$700K	Sell	9,387 -961	-9%	-$76.8K	0.64%	27
2017 Q4	$866K	Buy	+10,348	New	+$856K	0.83%	28

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harbor Advisory Corp's XOM Position: Q1 2026 in Review

Harbor Advisory Corp increased its ExxonMobil (XOM) stake by 9.3% in Q1 2026, buying an estimated $175K and bringing the position to 14,027 shares worth $2.38M. The position accounts for 0.72% of the portfolio, ranked #37.

Harbor Advisory Corp first reported a position in XOM in Q4 2017 and has held it in 34 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Harbor Advisory Corp held 14,027 shares of ExxonMobil worth $2.38M as of Q1 2026.
Harbor Advisory Corp bought 1,199 ExxonMobil shares in Q1 2026, an estimated $175K.
ExxonMobil made up 0.72% of Harbor Advisory Corp's portfolio in Q1 2026, its #37 holding.
Harbor Advisory Corp first reported a position in ExxonMobil in Q4 2017 and has held it in 34 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Harbor Advisory Corp's 13F filing for Q1 2026, filed 7 May 2026.