HeadInvest LLC’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
$4.66M Sell
27,468
-565
-2% -$82.5K 0.96% 35
2025
Q4
$3.37M Buy
28,033
+443
+2% +$51.4K 0.67% 44
2025
Q3
$3.11M Sell
27,590
-443
-2% -$49.2K 0.64% 45
2025
Q2
$3.02M Sell
28,033
-23,319
-45% -$2.49M 0.64% 48
2025
Q1
$6.11M Sell
51,352
-299
-0.6% -$33.1K 1.19% 29
2024
Q4
$5.56M Sell
51,651
-50
-0.1% -$5.85K 1.05% 31
2024
Q3
$6.06M Sell
51,701
-706
-1% -$81.5K 1.12% 28
2024
Q2
$6.03M Sell
52,407
-1,337
-2% -$156K 1.19% 28
2024
Q1
$6.25M Sell
53,744
-249
-0.5% -$26.1K 1.22% 27
2023
Q4
$5.4M Sell
53,993
-2,751
-5% -$289K 1.12% 29
2023
Q3
$6.56M Buy
56,744
+784
+1% +$86K 1.43% 20
2023
Q2
$6.26M Sell
55,960
-3,140
-5% -$343K 1.35% 24
2023
Q1
$6.48M Sell
59,100
-1,525
-3% -$169K 1.42% 22
2022
Q4
$6.69M Sell
60,625
-113
-0.2% -$12.1K 1.5% 21
2022
Q3
$5.3M Sell
60,738
-56
-0.1% -$5.11K 1.27% 22
2022
Q2
$5.21M Sell
60,794
-1,236
-2% -$111K 1.16% 27
2022
Q1
$5.12M Sell
62,030
-806
-1% -$62.7K 0.98% 34
2021
Q4
$3.85M Sell
62,836
-7,380
-11% -$461K 0.68% 42
2021
Q3
$4.13M Sell
70,216
-1,797
-2% -$102K 0.78% 42
2021
Q2
$4.54M Buy
72,013
+750
+1% +$44.8K 0.86% 39
2021
Q1
$3.98M Sell
71,263
-2,516
-3% -$132K 0.81% 39
2020
Q4
$3.04M Sell
73,779
-4,760
-6% -$178K 0.65% 46
2020
Q3
$2.7M Sell
78,539
-311
-0.4% -$12.7K 0.78% 41
2020
Q2
$3.53M Buy
78,850
+1,967
+3% +$88.2K 1.11% 33
2020
Q1
$2.92M Sell
76,883
-3,165
-4% -$175K 1.09% 34
2019
Q4
$5.59M Sell
80,048
-497
-0.6% -$34.4K 1.6% 18
2019
Q3
$5.69M Buy
80,545
+186
+0.2% +$13.4K 1.72% 17
2019
Q2
$6.16M Sell
80,359
-1,050
-1% -$81.3K 1.74% 15
2019
Q1
$6.58M Sell
81,409
-83,738
-51% -$6.38M 1.84% 15
2018
Q4
$11.3M Buy
165,147
+80,753
+96% +$6.34M 1.78% 14
2018
Q3
$7.17M Buy
84,394
+1,112
+1% +$90.9K 2.06% 8
2018
Q2
$6.89M Sell
83,282
-168
-0.2% -$13.4K 2.1% 9
2018
Q1
$6.23M Sell
83,450
-788
-0.9% -$63K 2% 12
2017
Q4
$7.05M Sell
84,238
-1,272
-1% -$105K 2.17% 7
2017
Q3
$7.13M Buy
85,510
+521
+0.6% +$41.4K 2.23% 7
2017
Q2
$6.86M Sell
84,989
-30
-0% -$2.46K 2.26% 6
2017
Q1
$6.97M Buy
85,019
+29,925
+54% +$2.5M 2.34% 6
2016
Q4
$4.97M Sell
55,094
-28,660
-34% -$2.5M 1.85% 15
2016
Q3
$7.41M Buy
83,754
+27,319
+48% +$2.42M 2.63% 5
2016
Q2
$5.29M Buy
56,435
+500
+0.9% +$44.2K 2% 15
2016
Q1
$4.68M Sell
55,935
-427
-0.8% -$34.2K 1.83% 19
2015
Q4
$4.39M Buy
56,362
+1,460
+3% +$117K 1.78% 17
2015
Q3
$4.08M Buy
54,902
+212
+0.4% +$16.3K 1.64% 22
2015
Q2
$4.55M Sell
54,690
-601
-1% -$51.7K 1.68% 22
2015
Q1
$4.7M Buy
55,291
+83
+0.2% +$7.36K 1.69% 22
2014
Q4
$5.1M Sell
55,208
-478
-0.9% -$44.6K 2.04% 19
2014
Q3
$5.38M Buy
55,686
+221
+0.4% +$22K 2.15% 17
2014
Q2
$5.58M Sell
55,465
-656
-1% -$66.2K 2.26% 16
2014
Q1
$5.48M Buy
56,121
+165
+0.3% +$15.7K 2.36% 13
2013
Q4
$5.66M Sell
55,956
-2,155
-4% -$199K 2.39% 12
2013
Q3
$5M Sell
58,111
-763
-1% -$68.8K 2.18% 16
2013
Q2
$5.32M Buy
+58,874
New +$5.3M 2.34% 12

Other funds holding XOM

HeadInvest LLC's XOM Position: Q1 2026 in Review

HeadInvest LLC reduced its ExxonMobil (XOM) stake by 2% in Q1 2026, selling an estimated $82.5K and leaving 27,468 shares worth $4.66M. The position accounts for 0.96% of the portfolio, ranked #35.

HeadInvest LLC first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.3M in Q4 2018. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • HeadInvest LLC held 27,468 shares of ExxonMobil worth $4.66M as of Q1 2026.
  • HeadInvest LLC sold 565 ExxonMobil shares in Q1 2026, an estimated $82.5K.
  • ExxonMobil made up 0.96% of HeadInvest LLC's portfolio in Q1 2026, its #35 holding.
  • HeadInvest LLC first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • HeadInvest LLC's ExxonMobil position peaked at $11.3M in Q4 2018.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on HeadInvest LLC's 13F filing for Q1 2026, filed 15 May 2026.