HC Advisors’s ExxonMobil XOM Stock Holding History

HC Advisors’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	$542K	Sell	3,195 -514	-14%	-$75K	0.36%	32
2025 Q4	$446K	Buy	3,709 +14	+0.4%	+$1.62K	0.31%	32
2025 Q3	$417K	Buy	3,695 +13	+0.4%	+$1.45K	0.29%	36
2025 Q2	$397K	Sell	3,682 -666	-15%	-$71.2K	0.28%	38
2025 Q1	$517K	Sell	4,348 -252	-5%	-$27.9K	0.39%	30
2024 Q4	$495K	Buy	4,600 +1,096	+31%	+$128K	0.4%	30
2024 Q3	$411K	Sell	3,504 -33	-0.9%	-$3.81K	0.34%	35
2024 Q2	$407K	Buy	3,537 +20	+0.6%	+$2.33K	0.38%	30
2024 Q1	$409K	Buy	3,517 +146	+4%	+$15.3K	0.19%	62
2023 Q4	$337K	Buy	3,371 +965	+40%	+$101K	0.19%	64
2023 Q3	$283K	Buy	2,406 +228	+10%	+$25K	0.17%	64
2023 Q2	$234K	Sell	2,178 -497	-19%	-$54.2K	0.14%	72
2023 Q1	$293K	Buy	2,675 +698	+35%	+$77.2K	0.18%	64
2022 Q4	$218K	Buy	+1,977	New	+$212K	0.15%	73
2022 Q3	–	Sell	-2,506	Closed	-$215K	–	87
2022 Q2	$215K	Buy	+2,506	New	+$226K	0.15%	72

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

HC Advisors's XOM Position: Q1 2026 in Review

HC Advisors reduced its ExxonMobil (XOM) stake by 14% in Q1 2026, selling an estimated $75K and leaving 3,195 shares worth $542K. The position accounts for 0.36% of the portfolio, ranked #32.

HC Advisors first reported a position in XOM in Q2 2022 and has held it in 15 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

HC Advisors held 3,195 shares of ExxonMobil worth $542K as of Q1 2026.
HC Advisors sold 514 ExxonMobil shares in Q1 2026, an estimated $75K.
ExxonMobil made up 0.36% of HC Advisors's portfolio in Q1 2026, its #32 holding.
HC Advisors first reported a position in ExxonMobil in Q2 2022 and has held it in 15 quarters since.
4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.