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Herold Advisors’s ExxonMobil XOM Stock Holding History

Herold 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 		$11.1M Sell
65,330
-257
-0.4% -$37.5K 2.43% 4
2025
Q4 		$7.89M Buy
65,587
+736
+1% +$85.4K 1.76% 11
2025
Q3 		$7.31M Sell
64,851
-3,712
-5% -$413K 1.69% 11
2025
Q2 		$7.39M Buy
68,563
+3,608
+6% +$386K 1.55% 9
2025
Q1 		$7.73M Buy
64,955
+2,751
+4% +$304K 1.7% 8
2024
Q4 		$6.69M Buy
62,204
+22,628
+57% +$2.65M 1.46% 13
2024
Q3 		$4.64M Buy
39,576
+994
+3% +$115K 1.01% 20
2024
Q2 		$4.44M Buy
38,582
+1,713
+5% +$200K 1.03% 21
2024
Q1 		$4.29M Buy
36,869
+1,757
+5% +$184K 1.04% 18
2023
Q4 		$3.51M Buy
35,112
+1,260
+4% +$132K 0.97% 24
2023
Q3 		$3.98M Buy
33,852
+160
+0.5% +$17.6K 1.21% 16
2023
Q2 		$3.61M Buy
33,692
+519
+2% +$56.6K 1.11% 19
2023
Q1 		$3.64M Buy
33,173
+6
+0% +$664 1.26% 17
2022
Q4 		$3.66M Buy
33,167
+128
+0.4% +$13.7K 1.55% 12
2022
Q3 		$2.88M Sell
33,039
-187
-0.6% -$17.1K 1.39% 13
2022
Q2 		$2.85M Sell
33,226
-1,138
-3% -$103K 1.27% 14
2022
Q1 		$2.84M Buy
34,364
+1,546
+5% +$120K 1.01% 19
2021
Q4 		$2.01M Buy
32,818
+2,465
+8% +$154K 0.78% 40
2021
Q3 		$1.78M Buy
+30,353
New +$1.73M 0.69% 38

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

Herold Advisors's XOM Position: Q1 2026 in Review

Herold Advisors reduced its ExxonMobil (XOM) stake by 0.39% in Q1 2026, selling an estimated $37.5K and leaving 65,330 shares worth $11.1M. The position accounts for 2.43% of the portfolio, ranked #4.

Herold Advisors first reported a position in XOM in Q3 2021 and has held it in 19 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Herold Advisors held 65,330 shares of ExxonMobil worth $11.1M as of Q1 2026.
  • Herold Advisors sold 257 ExxonMobil shares in Q1 2026, an estimated $37.5K.
  • ExxonMobil made up 2.43% of Herold Advisors's portfolio in Q1 2026, its #4 holding.
  • Herold Advisors first reported a position in ExxonMobil in Q3 2021 and has held it in 19 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.