Harvest Portfolios Group’s ExxonMobil XOM Stock Holding History

Harvest Portfolios Group’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	$3.2M	Buy	18,845 +3,059	+19%	+$446K	0.05%	133
2025 Q4	$1.9M	Sell	15,786 -199	-1%	-$23.1K	0.03%	172
2025 Q3	$1.8M	Buy	15,985 +1,945	+14%	+$216K	0.03%	175
2025 Q2	$1.51M	Sell	14,040 -2,362	-14%	-$252K	0.04%	180
2025 Q1	$1.95M	Buy	16,402 +1,546	+10%	+$171K	0.06%	128
2024 Q4	$1.6M	Buy	14,856 +89	+0.6%	+$10.4K	0.05%	143
2024 Q3	$1.73M	Buy	14,767 +1,558	+12%	+$180K	0.06%	128
2024 Q2	$1.52M	Sell	13,209 -761	-5%	-$88.6K	0.06%	125
2024 Q1	$1.62M	Sell	13,970 -152	-1%	-$15.9K	0.06%	134
2023 Q4	$1.41M	Buy	14,122 +1,703	+14%	+$179K	0.06%	137
2023 Q3	$1.46M	Sell	12,419 -2,561	-17%	-$281K	0.07%	132
2023 Q2	$1.61M	Sell	14,980 -560	-4%	-$61.1K	0.07%	127
2023 Q1	$1.7M	Buy	15,540 +3,152	+25%	+$349K	0.08%	117
2022 Q4	$1.37M	Buy	+12,388	New	+$1.33M	0.08%	113

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

Harvest Portfolios Group's XOM Position: Q1 2026 in Review

Harvest Portfolios Group increased its ExxonMobil (XOM) stake by 19% in Q1 2026, buying an estimated $446K and bringing the position to 18,845 shares worth $3.2M. The position accounts for 0.05% of the portfolio, ranked #133.

Harvest Portfolios Group first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Harvest Portfolios Group held 18,845 shares of ExxonMobil worth $3.2M as of Q1 2026.
Harvest Portfolios Group bought 3,059 ExxonMobil shares in Q1 2026, an estimated $446K.
ExxonMobil made up 0.05% of Harvest Portfolios Group's portfolio in Q1 2026, its #133 holding.
Harvest Portfolios Group first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.