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Harvest Investment Services’s ExxonMobil XOM Stock Holding History

Harvest Investment Services’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 		$568K Sell
3,345
-392
-10% -$57.2K 0.1% 186
2025
Q4 		$450K Buy
3,737
+1,445
+63% +$168K 0.08% 211
2025
Q3 		$258K Sell
2,292
-663
-22% -$73.7K 0.05% 276
2025
Q2 		$319K Buy
2,955
+622
+27% +$66.5K 0.07% 248
2025
Q1 		$277K Buy
2,333
+203
+10% +$22.4K 0.08% 216
2024
Q4 		$229K Sell
2,130
-164
-7% -$19.2K 0.06% 244
2024
Q3 		$269K Buy
2,294
+385
+20% +$44.5K 0.09% 188
2024
Q2 		$220K Buy
1,909
+143
+8% +$16.7K 0.09% 170
2024
Q1 		$205K Sell
1,766
-1,140
-39% -$119K 0.08% 160
2023
Q4 		$291K Buy
2,906
+535
+23% +$56.2K 0.13% 150
2023
Q3 		$279K Buy
2,371
+221
+10% +$24.2K 0.18% 118
2023
Q2 		$231K Buy
+2,150
New +$235K 0.13% 149
2021
Q4 		– Sell
-10,528
Closed -$619K – 317
2021
Q3 		$619K Buy
+10,528
New +$600K 0.25% 122
2020
Q3 		– Sell
-4,497
Closed -$201K – 247
2020
Q2 		$201K Buy
+4,497
New +$202K 0.12% 186
2019
Q2 		– Sell
-3,132
Closed -$256K – 178
2019
Q1 		$256K Buy
+3,132
New +$239K 0.15% 134

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Investment Services's XOM Position: Q1 2026 in Review

Harvest Investment Services reduced its ExxonMobil (XOM) stake by 10% in Q1 2026, selling an estimated $57.2K and leaving 3,345 shares worth $568K. The position accounts for 0.1% of the portfolio, ranked #186.

Harvest Investment Services first reported a position in XOM in Q1 2019 and has held it in 15 quarters since. The position peaked at $619K in Q3 2021. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Harvest Investment Services held 3,345 shares of ExxonMobil worth $568K as of Q1 2026.
  • Harvest Investment Services sold 392 ExxonMobil shares in Q1 2026, an estimated $57.2K.
  • ExxonMobil made up 0.1% of Harvest Investment Services's portfolio in Q1 2026, its #186 holding.
  • Harvest Investment Services first reported a position in ExxonMobil in Q1 2019 and has held it in 15 quarters since.
  • Harvest Investment Services's ExxonMobil position peaked at $619K in Q3 2021.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.