IMA Advisory Services’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 | $3.73M | Sell |
22,010
-183
| -0.8% | -$26.7K | 0.36% | 58 |
|
|
2025
Q4 | $2.67M | Sell |
22,193
-64
| -0.3% | -$7.42K | 0.26% | 80 |
|
|
2025
Q3 | $2.51M | Buy |
22,257
+4
| +0% | +$445 | 0.25% | 74 |
|
|
2025
Q2 | $2.4M | Sell |
22,253
-2,049
| -8% | -$219K | 0.26% | 71 |
|
|
2025
Q1 | $2.89M | Sell |
24,302
-6,153
| -20% | -$680K | 0.34% | 54 |
|
|
2024
Q4 | $3.28M | Sell |
30,455
-2,670
| -8% | -$312K | 0.39% | 55 |
|
|
2024
Q3 | $3.88M | Sell |
33,125
-1,280
| -4% | -$148K | 0.85% | 33 |
|
|
2024
Q2 | $3.96M | Buy |
+34,405
| New | +$4.01M | 1.75% | 18 |
|
|
2023
Q4 | – | Sell |
-369
| Closed | -$43.4K | – | 273 |
|
|
2023
Q3 | $43.4K | Hold |
369
| – | – | 0.01% | 185 |
|
|
2023
Q2 | $39.6K | Buy |
369
+324
| +720% | +$35.4K | 0.01% | 189 |
|
|
2023
Q1 | $4.93K | Sell |
45
-165
| -79% | -$18.3K | ﹤0.01% | 262 |
|
|
2022
Q4 | $23.2K | Buy |
210
+45
| +27% | +$4.82K | 0.01% | 217 |
|
|
2022
Q3 | $14K | Hold |
165
| – | – | ﹤0.01% | 236 |
|
|
2022
Q2 | $14K | Hold |
165
| – | – | ﹤0.01% | 248 |
|
|
2022
Q1 | $14K | Hold |
165
| – | – | ﹤0.01% | 229 |
|
|
2021
Q4 | $10K | Hold |
165
| – | – | ﹤0.01% | 254 |
|
|
2021
Q3 | $10K | Hold |
165
| – | – | ﹤0.01% | 236 |
|
|
2021
Q2 | $10K | Hold |
165
| – | – | ﹤0.01% | 234 |
|
|
2021
Q1 | $9K | Sell |
165
-85
| -34% | -$4.46K | ﹤0.01% | 240 |
|
|
2020
Q4 | $10K | Sell |
250
-96
| -28% | -$3.6K | ﹤0.01% | 221 |
|
|
2020
Q3 | $12K | Sell |
346
-14,650
| -98% | -$599K | ﹤0.01% | 203 |
|
|
2020
Q2 | $671K | Sell |
14,996
-460
| -3% | -$20.6K | 0.24% | 81 |
|
|
2020
Q1 | $587K | Sell |
15,456
-948
| -6% | -$52.3K | 0.26% | 78 |
|
|
2019
Q4 | $1.15M | Sell |
16,404
-2,768
| -14% | -$191K | 0.43% | 66 |
|
|
2019
Q3 | $1.35M | Hold |
19,172
| – | – | 0.51% | 67 |
|
|
2019
Q2 | $1.47M | Sell |
19,172
-540
| -3% | -$41.8K | 0.55% | 67 |
|
|
2019
Q1 | $1.59M | Buy |
19,712
+831
| +4% | +$63.4K | 0.62% | 64 |
|
|
2018
Q4 | $1.29M | Sell |
18,881
-707
| -4% | -$55.5K | 0.6% | 61 |
|
|
2018
Q3 | $1.67M | Sell |
19,588
-150
| -0.8% | -$12.3K | 0.65% | 61 |
|
|
2018
Q2 | $1.63M | Sell |
19,738
-2,609
| -12% | -$208K | 0.68% | 60 |
|
|
2018
Q1 | $1.67M | Sell |
22,347
-480
| -2% | -$38.4K | 0.74% | 58 |
|
|
2017
Q4 | $1.91M | Sell |
22,827
-1,346
| -6% | -$111K | 0.85% | 43 |
|
|
2017
Q3 | $1.98M | Sell |
24,173
-1,349
| -5% | -$107K | 0.92% | 38 |
|
|
2017
Q2 | $2.06M | Sell |
25,522
-1,175
| -4% | -$96.1K | 0.99% | 30 |
|
|
2017
Q1 | $2.19M | Sell |
26,697
-6,488
| -20% | -$542K | 1.1% | 29 |
|
|
2016
Q4 | $3M | Sell |
33,185
-2,120
| -6% | -$185K | 1.85% | 13 |
|
|
2016
Q3 | $3.08M | Buy |
35,305
+538
| +2% | +$47.7K | 1.76% | 18 |
|
|
2016
Q2 | $3.26M | Sell |
34,767
-2,120
| -6% | -$187K | 2.04% | 11 |
|
|
2016
Q1 | $3.05M | Buy |
36,887
+144
| +0.4% | +$11.5K | 1.77% | 19 |
|
|
2015
Q4 | $2.84M | Sell |
36,743
-2,926
| -7% | -$234K | 1.72% | 21 |
|
|
2015
Q3 | $2.92M | Buy |
39,669
+3,033
| +8% | +$234K | 1.85% | 15 |
|
|
2015
Q2 | $3.05M | Sell |
36,636
-6,338
| -15% | -$545K | 1.45% | 25 |
|
|
2015
Q1 | $3.65M | Buy |
42,974
+260
| +0.6% | +$23.1K | 1.78% | 15 |
|
|
2014
Q4 | $3.95M | Sell |
42,714
-2,320
| -5% | -$216K | 2.04% | 5 |
|
|
2014
Q3 | $4.24M | Sell |
45,034
-90
| -0.2% | -$8.96K | 2% | 7 |
|
|
2014
Q2 | $4.54M | Sell |
45,124
-533
| -1% | -$53.8K | 2.08% | 6 |
|
|
2014
Q1 | $4.46M | Sell |
45,657
-1,150
| -2% | -$110K | 2.08% | 7 |
|
|
2013
Q4 | $4.74M | Sell |
46,807
-40
| -0.1% | -$3.7K | 2.25% | 5 |
|
|
2013
Q3 | $4.03M | Buy |
46,847
+310
| +0.7% | +$27.9K | 1.98% | 5 |
|
|
2013
Q2 | $4.21M | Buy |
+46,537
| New | +$4.19M | 2.28% | 4 |
|
Other funds holding XOM
VCM
VPM
IMA Advisory Services's XOM Position: Q1 2026 in Review
IMA Advisory Services reduced its ExxonMobil (XOM) stake by 0.82% in Q1 2026, selling an estimated $26.7K and leaving 22,010 shares worth $3.73M. The position accounts for 0.36% of the portfolio, ranked #58.
IMA Advisory Services first reported a position in XOM in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.74M in Q4 2013. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- IMA Advisory Services held 22,010 shares of ExxonMobil worth $3.73M as of Q1 2026.
- IMA Advisory Services sold 183 ExxonMobil shares in Q1 2026, an estimated $26.7K.
- ExxonMobil made up 0.36% of IMA Advisory Services's portfolio in Q1 2026, its #58 holding.
- IMA Advisory Services first reported a position in ExxonMobil in Q2 2013 and has held it in 50 quarters since.
- IMA Advisory Services's ExxonMobil position peaked at $4.74M in Q4 2013.
- 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.