IMS Capital Management’s ExxonMobil XOM Stock Holding History

IMS Capital Management’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
2025 Q3	$589K	Sell	5,227 -246	-4%	-$27.3K	0.27%	78
2025 Q2	$590K	Sell	5,473 -137	-2%	-$14.6K	0.28%	76
2025 Q1	$667K	Sell	5,610 -3,328	-37%	-$368K	0.34%	67
2024 Q4	$961K	Buy	8,938 +6	+0.1%	+$702	0.45%	61
2024 Q3	$1.05M	Buy	8,932 +6	+0.1%	+$693	0.47%	56
2024 Q2	$1.02M	Buy	8,926 +285	+3%	+$33.2K	0.48%	55
2024 Q1	$1M	Buy	8,641 +59	+0.7%	+$6.17K	0.47%	57
2023 Q4	$858K	Buy	8,582 +6	+0.1%	+$631	0.42%	61
2023 Q3	$1.01M	Hold	8,576	–	–	0.6%	45
2023 Q2	$920K	Buy	8,576 +3,205	+60%	+$350K	0.51%	49
2023 Q1	$589K	Buy	5,371 +5	+0.1%	+$553	0.35%	74
2022 Q4	$592K	Buy	5,366 +6	+0.1%	+$643	0.38%	77
2022 Q3	$468K	Sell	5,360 -20	-0.4%	-$1.83K	0.32%	82
2022 Q2	$461K	Buy	5,380 +173	+3%	+$15.6K	0.3%	83
2022 Q1	$430K	Sell	5,207 -44	-0.8%	-$3.42K	0.23%	94
2021 Q4	$321K	Buy	5,251 +8	+0.2%	+$500	0.17%	106
2021 Q3	$308K	Sell	5,243 -190	-3%	-$10.8K	0.18%	101
2021 Q2	$343K	Buy	5,433 +141	+3%	+$8.42K	0.2%	96
2021 Q1	$295K	Sell	5,292 -5,966	-53%	-$313K	0.19%	95
2020 Q4	$464K	Buy	+11,258	New	+$422K	0.29%	73
2020 Q3	–	Sell	-4,877	Closed	-$218K	–	126
2020 Q2	$218K	Buy	+4,877	New	+$219K	0.17%	109
2020 Q1	–	Sell	-10,803	Closed	-$754K	–	143
2019 Q4	$754K	Sell	10,803 -1,036	-9%	-$71.6K	0.52%	49
2019 Q3	$836K	Buy	11,839 +6,648	+128%	+$481K	0.64%	40
2019 Q2	$398K	Buy	5,191 +6	+0.1%	+$464	0.3%	80
2019 Q1	$419K	Sell	5,185 -70	-1%	-$5.34K	0.34%	79
2018 Q4	$358K	Buy	5,255 +395	+8%	+$31K	0.34%	82
2018 Q3	$413K	Buy	4,860 +3	+0.1%	+$245	0.28%	78
2018 Q2	$402K	Sell	4,857 -1,481	-23%	-$118K	0.25%	90
2018 Q1	$530K	Hold	6,338	–	–	0.33%	80
2017 Q4	$530K	Buy	6,338 +1,428	+29%	+$118K	0.33%	80
2017 Q3	$403K	Buy	4,910 +2	+0%	+$159	0.26%	93
2017 Q2	$396K	Buy	4,908 +3	+0.1%	+$245	0.37%	96
2017 Q1	$402K	Sell	4,905 -1,159	-19%	-$96.8K	0.4%	85
2016 Q4	$547K	Buy	6,064 +2,100	+53%	+$184K	0.59%	65
2016 Q3	$346K	Hold	3,964	–	–	0.4%	78
2016 Q2	$372K	Hold	3,964	–	–	0.43%	74
2016 Q1	$331K	Hold	3,964	–	–	0.4%	75
2015 Q4	$309K	Buy	3,964 +27	+0.7%	+$2.16K	0.38%	84
2015 Q3	$293K	Buy	3,937 +23	+0.6%	+$1.77K	0.35%	90
2015 Q2	$326K	Sell	3,914 -1,826	-32%	-$157K	0.39%	99
2015 Q1	$488K	Hold	5,740	–	–	0.55%	63
2014 Q4	$531K	Buy	5,740 +2,600	+83%	+$242K	0.61%	68
2014 Q3	$295K	Hold	3,140	–	–	0.34%	110
2014 Q2	$316K	Hold	3,140	–	–	0.34%	98
2014 Q1	$307K	Hold	3,140	–	–	0.36%	98
2013 Q4	$318K	Hold	3,140	–	–	0.4%	86
2013 Q3	$270K	Buy	3,140 +390	+14%	+$35.2K	0.37%	92
2013 Q2	$248K	Buy	+2,750	New	+$247K	0.36%	89

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IMS Capital Management's XOM Position: Q3 2025 in Review

IMS Capital Management reduced its ExxonMobil (XOM) stake by 4.5% in Q3 2025, selling an estimated $27.3K and leaving 5,227 shares worth $589K. The position accounts for 0.27% of the portfolio, ranked #78.

IMS Capital Management first reported a position in XOM in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.05M in Q3 2024. 4,215 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

IMS Capital Management held 5,227 shares of ExxonMobil worth $589K as of Q3 2025.
IMS Capital Management sold 246 ExxonMobil shares in Q3 2025, an estimated $27.3K.
ExxonMobil made up 0.27% of IMS Capital Management's portfolio in Q3 2025, its #78 holding.
IMS Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 48 quarters since.
IMS Capital Management's ExxonMobil position peaked at $1.05M in Q3 2024.
4,215 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.