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XOM icon

INVST’s ExxonMobil XOM Stock Holding History

INVST’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 		$2.5M Sell
14,746
-769
-5% -$112K 0.28% 67
2025
Q4 		$1.87M Buy
15,515
+462
+3% +$53.6K 0.2% 89
2025
Q3 		$1.7M Buy
15,053
+35
+0.2% +$3.89K 0.19% 94
2025
Q2 		$1.62M Buy
15,018
+173
+1% +$18.5K 0.2% 94
2025
Q1 		$1.77M Sell
14,845
-2,993
-17% -$331K 0.24% 82
2024
Q4 		$1.92M Sell
17,838
-103
-0.6% -$12K 0.23% 79
2024
Q3 		$2.1M Sell
17,941
-635
-3% -$73.3K 0.25% 67
2024
Q2 		$2.14M Buy
18,576
+7,413
+66% +$863K 0.24% 65
2024
Q1 		$1.31M Buy
11,163
+636
+6% +$66.5K 0.15% 85
2023
Q4 		$1.08M Buy
10,527
+357
+4% +$37.5K 0.14% 92
2023
Q3 		$1.2M Buy
10,170
+127
+1% +$13.9K 0.17% 84
2023
Q2 		$1.08M Buy
10,043
+6,194
+161% +$676K 0.16% 76
2023
Q1 		$450K Sell
3,849
-6,803
-64% -$752K 0.07% 128
2022
Q4 		$1.24M Sell
10,652
-346
-3% -$37.1K 0.19% 71
2022
Q3 		$1.09M Sell
10,998
-1,078
-9% -$98.4K 0.19% 70
2022
Q2 		$1.1M Buy
12,076
+2,775
+30% +$250K 0.17% 71
2022
Q1 		$786K Buy
9,301
+126
+1% +$9.79K 0.13% 84
2021
Q4 		$704K Buy
9,175
+903
+11% +$56.4K 0.11% 93
2021
Q3 		$487K Buy
8,272
+743
+10% +$42.3K 0.08% 112
2021
Q2 		$432K Buy
7,529
+1,150
+18% +$68.7K 0.07% 115
2021
Q1 		$365K Buy
+6,379
New +$334K 0.06% 128

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

INVST's XOM Position: Q1 2026 in Review

INVST reduced its ExxonMobil (XOM) stake by 5% in Q1 2026, selling an estimated $112K and leaving 14,746 shares worth $2.5M. The position accounts for 0.28% of the portfolio, ranked #67.

INVST first reported a position in XOM in Q1 2021 and has held it in 21 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • INVST held 14,746 shares of ExxonMobil worth $2.5M as of Q1 2026.
  • INVST sold 769 ExxonMobil shares in Q1 2026, an estimated $112K.
  • ExxonMobil made up 0.28% of INVST's portfolio in Q1 2026, its #67 holding.
  • INVST first reported a position in ExxonMobil in Q1 2021 and has held it in 21 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.