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Heartland Advisors’s ExxonMobil XOM Stock Holding History

Heartland 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 		$2.8M Buy
16,493
+2,409
+17% +$352K 0.14% 193
2025
Q4 		$1.69M Sell
14,084
-145
-1% -$16.8K 0.09% 204
2025
Q3 		$1.6M Buy
14,229
+2,686
+23% +$299K 0.08% 191
2025
Q2 		$1.24M Sell
11,543
-1,094
-9% -$117K 0.07% 192
2025
Q1 		$1.5M Sell
12,637
-109
-0.9% -$12.1K 0.09% 184
2024
Q4 		$1.37M Sell
12,746
-372
-3% -$43.5K 0.07% 183
2024
Q3 		$1.54M Sell
13,118
-360
-3% -$41.6K 0.08% 177
2024
Q2 		$1.55M Buy
+13,478
New +$1.57M 0.09% 166
2019
Q3 		– Sell
-2,615
Closed -$200K – 206
2019
Q2 		$200K Sell
2,615
-159,092
-98% -$12.3M 0.01% 195
2019
Q1 		$13.1M Buy
161,707
+4,261
+3% +$325K 0.97% 22
2018
Q4 		$10.7M Sell
157,446
-3,442
-2% -$270K 0.89% 31
2018
Q3 		$13.7M Sell
160,888
-912
-0.6% -$74.6K 0.91% 27
2018
Q2 		$13.4M Buy
161,800
+715
+0.4% +$57K 0.88% 30
2018
Q1 		$12M Sell
161,085
-862
-0.5% -$68.9K 0.81% 35
2017
Q4 		$13.5M Sell
161,947
-1,642
-1% -$136K 0.87% 34
2017
Q3 		$13.4M Sell
163,589
-29,660
-15% -$2.36M 0.87% 27
2017
Q2 		$15.6M Sell
193,249
-3,521
-2% -$288K 1% 17
2017
Q1 		$16.1M Buy
196,770
+13,855
+8% +$1.16M 0.98% 17
2016
Q4 		$16.5M Sell
182,915
-961
-0.5% -$84K 0.91% 26
2016
Q3 		$16M Sell
183,876
-12,277
-6% -$1.09M 0.92% 26
2016
Q2 		$18.4M Buy
196,153
+8,790
+5% +$777K 1.03% 18
2016
Q1 		$15.7M Buy
+187,363
New +$15M 0.82% 37

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

Heartland Advisors's XOM Position: Q1 2026 in Review

Heartland Advisors increased its ExxonMobil (XOM) stake by 17% in Q1 2026, buying an estimated $352K and bringing the position to 16,493 shares worth $2.8M. The position accounts for 0.14% of the portfolio, ranked #193.

Heartland Advisors first reported a position in XOM in Q1 2016 and has held it in 22 quarters since. The position peaked at $18.4M in Q2 2016. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Heartland Advisors held 16,493 shares of ExxonMobil worth $2.8M as of Q1 2026.
  • Heartland Advisors bought 2,409 ExxonMobil shares in Q1 2026, an estimated $352K.
  • ExxonMobil made up 0.14% of Heartland Advisors's portfolio in Q1 2026, its #193 holding.
  • Heartland Advisors first reported a position in ExxonMobil in Q1 2016 and has held it in 22 quarters since.
  • Heartland Advisors's ExxonMobil position peaked at $18.4M in Q2 2016.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.