Horizon Investments’s ExxonMobil XOM Stock Holding History

Horizon Investments’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	$66.6M	Buy	392,624 +32,691	+9%	+$4.77M	0.75%	23
2025 Q4	$43.3M	Buy	359,933 +1,664	+0.5%	+$193K	0.55%	29
2025 Q3	$40.4M	Buy	358,269 +164,449	+85%	+$18.3M	0.53%	26
2025 Q2	$20.9M	Buy	193,820 +139,239	+255%	+$14.9M	0.33%	51
2025 Q1	$6.49M	Buy	54,581 +4,165	+8%	+$461K	0.19%	62
2024 Q4	$5.42M	Buy	50,416 +3,999	+9%	+$468K	0.16%	73
2024 Q3	$5.44M	Buy	46,417 +17,127	+58%	+$1.98M	0.14%	68
2024 Q2	$3.37M	Sell	29,290 -30,890	-51%	-$3.6M	0.09%	106
2024 Q1	$6.94M	Buy	60,180 +44	+0.1%	+$4.6K	0.18%	66
2023 Q4	$5.96M	Sell	60,136 -25,230	-30%	-$2.65M	0.17%	70
2023 Q3	$9.95M	Sell	85,366 -1,793	-2%	-$197K	0.3%	45
2023 Q2	$9.35M	Sell	87,159 -20,434	-19%	-$2.23M	0.27%	46
2023 Q1	$11.7M	Sell	107,593 -44,446	-29%	-$4.92M	0.35%	36
2022 Q4	$16.6M	Sell	152,039 -31,084	-17%	-$3.33M	0.47%	35
2022 Q3	$15.9M	Buy	183,123 +107,987	+144%	+$9.86M	0.49%	32
2022 Q2	$6.37M	Sell	75,136 -6,832	-8%	-$616K	0.2%	54
2022 Q1	$6.7M	Buy	81,968 +12,996	+19%	+$1.01M	0.19%	62
2021 Q4	$4.17M	Buy	68,972 +5,822	+9%	+$364K	0.12%	90
2021 Q3	$3.67M	Buy	63,150 +6,768	+12%	+$386K	0.1%	100
2021 Q2	$3.5M	Buy	56,382 +5,459	+11%	+$326K	0.1%	99
2021 Q1	$2.84M	Buy	+50,923	New	+$2.67M	0.1%	87
2020 Q4	–	Sell	-77,426	Closed	-$2.6M	–	403
2020 Q3	$2.6M	Buy	77,426 +13,402	+21%	+$548K	0.09%	105
2020 Q2	$2.81M	Buy	64,024 +27,882	+77%	+$1.25M	0.07%	129
2020 Q1	$1.35M	Sell	36,142 -64,251	-64%	-$3.55M	0.07%	111
2019 Q4	$7M	Buy	100,393 +78,711	+363%	+$5.44M	0.31%	45
2019 Q3	$1.51M	Sell	21,682 -857	-4%	-$62K	0.06%	103
2019 Q2	$1.73M	Sell	22,539 -27,287	-55%	-$2.11M	0.05%	97
2019 Q1	$3.98M	Buy	49,826 +11,648	+31%	+$888K	0.14%	53
2018 Q4	$2.6M	Buy	38,178 +7,173	+23%	+$563K	0.13%	48
2018 Q3	$2.61M	Buy	31,005 +2,869	+10%	+$235K	0.09%	64
2018 Q2	$2.3M	Sell	28,136 -11,282	-29%	-$899K	0.1%	59
2018 Q1	$2.94M	Buy	39,418 +9,205	+30%	+$736K	0.13%	48
2017 Q4	$2.49M	Buy	30,213 +16,993	+129%	+$1.41M	0.16%	45
2017 Q3	$1.09M	Buy	13,220 +6,437	+95%	+$511K	0.06%	80
2017 Q2	$560K	Sell	6,783 -579	-8%	-$47.4K	0.03%	125
2017 Q1	$604K	Sell	7,362 -5,549	-43%	-$464K	0.04%	114
2016 Q4	$1.17M	Buy	12,911 +4,976	+63%	+$435K	0.08%	51
2016 Q3	$693K	Buy	7,935 +4,392	+124%	+$390K	0.05%	63
2016 Q2	$332K	Sell	3,543 -3,428	-49%	-$303K	0.02%	95
2016 Q1	$583K	Sell	6,971 -535	-7%	-$42.8K	0.05%	65
2015 Q4	$585K	Buy	+7,506	New	+$600K	0.05%	52

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 Investments's XOM Position: Q1 2026 in Review

Horizon Investments increased its ExxonMobil (XOM) stake by 9.1% in Q1 2026, buying an estimated $4.77M and bringing the position to 392,624 shares worth $66.6M. The position accounts for 0.75% of the portfolio, ranked #23.

Horizon Investments first reported a position in XOM in Q4 2015 and has held it in 41 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Horizon Investments held 392,624 shares of ExxonMobil worth $66.6M as of Q1 2026.
Horizon Investments bought 32,691 ExxonMobil shares in Q1 2026, an estimated $4.77M.
ExxonMobil made up 0.75% of Horizon Investments's portfolio in Q1 2026, its #23 holding.
Horizon Investments first reported a position in ExxonMobil in Q4 2015 and has held it in 41 quarters since.
4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.