HBK Sorce Advisory’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 | $12.7M | Sell |
88,142
-3,973
| -4% | -$580K | 0.25% | 36 |
|
|
2025
Q4 | $13.7M | Buy |
92,115
+5,790
| +7% | +$672K | 0.32% | 33 |
|
|
2025
Q3 | $9.63M | Sell |
86,325
-2,048
| -2% | -$228K | 0.24% | 39 |
|
|
2025
Q2 | $9.53M | Buy |
88,373
+302
| +0.3% | +$32.3K | 0.26% | 37 |
|
|
2025
Q1 | $10.5M | Buy |
88,071
+10,584
| +14% | +$1.17M | 0.31% | 32 |
|
|
2024
Q4 | $8.34M | Buy |
77,487
+1,661
| +2% | +$194K | 0.25% | 40 |
|
|
2024
Q3 | $8.89M | Buy |
75,826
+1,474
| +2% | +$170K | 0.27% | 39 |
|
|
2024
Q2 | $8.56M | Sell |
74,352
-2,197
| -3% | -$256K | 0.3% | 37 |
|
|
2024
Q1 | $8.9M | Buy |
76,549
+3,907
| +5% | +$409K | 0.31% | 34 |
|
|
2023
Q4 | $7.26M | Sell |
72,642
-3,303
| -4% | -$347K | 0.28% | 41 |
|
|
2023
Q3 | $8.93M | Sell |
75,945
-7,240
| -9% | -$794K | 0.39% | 31 |
|
|
2023
Q2 | $8.92M | Buy |
83,185
+279
| +0.3% | +$30.4K | 0.38% | 31 |
|
|
2023
Q1 | $9.09M | Sell |
82,906
-83,068
| -50% | -$9.19M | 0.41% | 28 |
|
|
2022
Q4 | $18.3M | Buy |
165,974
+81,739
| +97% | +$8.76M | 0.49% | 29 |
|
|
2022
Q3 | $7.36M | Buy |
84,235
+27,800
| +49% | +$2.54M | 0.49% | 33 |
|
|
2022
Q2 | $4.83M | Sell |
56,435
-29,311
| -34% | -$2.64M | 0.36% | 38 |
|
|
2022
Q1 | $7.08M | Sell |
85,746
-9,280
| -10% | -$721K | 0.39% | 41 |
|
|
2021
Q4 | $5.82M | Buy |
95,026
+6,982
| +8% | +$436K | 0.29% | 49 |
|
|
2021
Q3 | $5.18M | Sell |
88,044
-4,174
| -5% | -$238K | 0.29% | 47 |
|
|
2021
Q2 | $5.82M | Sell |
92,218
-2,503
| -3% | -$149K | 0.32% | 44 |
|
|
2021
Q1 | $5.29M | Buy |
94,721
+4,262
| +5% | +$223K | 0.32% | 46 |
|
|
2020
Q4 | $3.73M | Sell |
90,459
-2,055
| -2% | -$77K | 0.23% | 57 |
|
|
2020
Q3 | $3.18M | Buy |
92,514
+1,542
| +2% | +$63K | 0.23% | 61 |
|
|
2020
Q2 | $4.07M | Buy |
90,972
+4,747
| +6% | +$213K | 0.3% | 50 |
|
|
2020
Q1 | $3.27M | Sell |
86,225
-4,074
| -5% | -$225K | 0.32% | 45 |
|
|
2019
Q4 | $6.3M | Sell |
90,299
-1,557
| -2% | -$108K | 0.55% | 29 |
|
|
2019
Q3 | $6.49M | Buy |
91,856
+475
| +0.5% | +$34.3K | 0.62% | 27 |
|
|
2019
Q2 | $7M | Buy |
91,381
+7,240
| +9% | +$560K | 0.68% | 26 |
|
|
2019
Q1 | $6.8M | Buy |
84,141
+3,888
| +5% | +$296K | 0.68% | 30 |
|
|
2018
Q4 | $5.47M | Buy |
80,253
+90
| +0.1% | +$7.06K | 0.63% | 33 |
|
|
2018
Q3 | $6.82M | Buy |
80,163
+443
| +0.6% | +$36.2K | 0.77% | 19 |
|
|
2018
Q2 | $6.59M | Sell |
79,720
-1,759
| -2% | -$140K | 0.76% | 20 |
|
|
2018
Q1 | $6.08M | Sell |
81,479
-1,720
| -2% | -$137K | 0.76% | 18 |
|
|
2017
Q4 | $6.96M | Buy |
83,199
+20,315
| +32% | +$1.68M | 0.82% | 19 |
|
|
2017
Q3 | $5.16M | Sell |
62,884
-653
| -1% | -$51.9K | 0.78% | 17 |
|
|
2017
Q2 | $5.13M | Buy |
+63,537
| New | +$5.2M | 0.82% | 18 |
|
|
2017
Q1 | – | Sell |
-71,989
| Closed | -$6.01M | – | 427 |
|
|
2016
Q4 | $6.5M | Buy |
71,989
+341
| +0.5% | +$29.8K | 1.17% | 13 |
|
|
2016
Q3 | $6.25M | Buy |
71,648
+4,187
| +6% | +$371K | 1.24% | 11 |
|
|
2016
Q2 | $6.32M | Buy |
+67,461
| New | +$5.96M | 1.35% | 9 |
|
|
2014
Q3 | – | Sell |
-65,089
| Closed | -$6.55M | – | 199 |
|
|
2014
Q2 | $6.55M | Sell |
65,089
-114
| -0.2% | -$11.5K | 2.27% | 9 |
|
|
2014
Q1 | $6.37M | Buy |
65,203
+4,482
| +7% | +$427K | 2.33% | 9 |
|
|
2013
Q4 | $6.14M | Sell |
60,721
-809
| -1% | -$74.8K | 2.21% | 10 |
|
|
2013
Q3 | $5.29M | Sell |
61,530
-61,646
| -50% | -$5.56M | 2.19% | 8 |
|
|
2013
Q2 | $11.1M | Buy |
+123,176
| New | +$11.1M | 2.4% | 8 |
|
Other funds holding XOM
VCM
VPM
HBK Sorce Advisory's XOM Position: Q1 2026 in Review
HBK Sorce Advisory reduced its ExxonMobil (XOM) stake by 4.3% in Q1 2026, selling an estimated $580K and leaving 88,142 shares worth $12.7M. The position accounts for 0.25% of the portfolio, ranked #36.
HBK Sorce Advisory first reported a position in XOM in Q2 2013 and has held it in 44 quarters since. The position peaked at $18.3M in Q4 2022. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- HBK Sorce Advisory held 88,142 shares of ExxonMobil worth $12.7M as of Q1 2026.
- HBK Sorce Advisory sold 3,973 ExxonMobil shares in Q1 2026, an estimated $580K.
- ExxonMobil made up 0.25% of HBK Sorce Advisory's portfolio in Q1 2026, its #36 holding.
- HBK Sorce Advisory first reported a position in ExxonMobil in Q2 2013 and has held it in 44 quarters since.
- HBK Sorce Advisory's ExxonMobil position peaked at $18.3M in Q4 2022.
- 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.