Horizon Advisory Services’s ExxonMobil XOM Stock Holding History

Horizon Advisory Services’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	$474K	Sell	2,795 -206	-7%	-$30.1K	0.24%	17
2025 Q4	$361K	Hold	3,001	–	–	0.18%	29
2025 Q3	$338K	Hold	3,001	–	–	0.17%	32
2025 Q2	$324K	Hold	3,001	–	–	0.17%	27
2025 Q1	$357K	Hold	3,001	–	–	0.2%	18
2024 Q4	$323K	Hold	3,001	–	–	0.18%	24
2024 Q3	$352K	Hold	3,001	–	–	0.16%	20
2024 Q2	$345K	Hold	3,001	–	–	0.17%	18
2024 Q1	$349K	Buy	+3,001	New	+$314K	0.16%	22

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

Horizon Advisory Services's XOM Position: Q1 2026 in Review

Horizon Advisory Services reduced its ExxonMobil (XOM) stake by 6.9% in Q1 2026, selling an estimated $30.1K and leaving 2,795 shares worth $474K. The position accounts for 0.24% of the portfolio, ranked #17.

Horizon Advisory Services first reported a position in XOM in Q1 2024 and has held it in 9 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Horizon Advisory Services held 2,795 shares of ExxonMobil worth $474K as of Q1 2026.
Horizon Advisory Services sold 206 ExxonMobil shares in Q1 2026, an estimated $30.1K.
ExxonMobil made up 0.24% of Horizon Advisory Services's portfolio in Q1 2026, its #17 holding.
Horizon Advisory Services first reported a position in ExxonMobil in Q1 2024 and has held it in 9 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Horizon Advisory Services's 13F filing for Q1 2026, filed 22 Apr 2026.