James J. Burns & Company’s ExxonMobil XOM Stock Holding History

James J. Burns & Company’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	$4.08M	Sell	24,068 -11,005	-31%	-$1.61M	0.55%	34
2025 Q4	$4.22M	Buy	35,073 +24	+0.1%	+$2.78K	0.58%	36
2025 Q3	$3.95M	Buy	35,049 +3	+0%	+$333	0.59%	33
2025 Q2	$3.78M	Buy	35,046 +8	+0%	+$855	0.62%	32
2025 Q1	$4.17M	Sell	35,038 -4	-0%	-$442	0.75%	29
2024 Q4	$3.77M	Buy	35,042 +22,808	+186%	+$2.67M	0.66%	33
2024 Q3	$1.43M	Sell	12,234 -193	-2%	-$22.3K	0.26%	51
2024 Q2	$1.43M	Buy	12,427 +3,109	+33%	+$362K	0.28%	50
2024 Q1	$1.11M	Sell	9,318 -2,845	-23%	-$298K	0.39%	38
2023 Q4	$1.22M	Buy	12,163 +6,588	+118%	+$692K	0.29%	47
2023 Q3	$655K	Buy	5,575 +25	+0.5%	+$2.74K	0.18%	61
2023 Q2	$596K	Buy	5,550 +973	+21%	+$106K	0.15%	65
2023 Q1	$501K	Buy	+4,577	New	+$506K	0.13%	75

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

James J. Burns & Company's XOM Position: Q1 2026 in Review

James J. Burns & Company reduced its ExxonMobil (XOM) stake by 31% in Q1 2026, selling an estimated $1.61M and leaving 24,068 shares worth $4.08M. The position accounts for 0.55% of the portfolio, ranked #34.

James J. Burns & Company first reported a position in XOM in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.22M in Q4 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

James J. Burns & Company held 24,068 shares of ExxonMobil worth $4.08M as of Q1 2026.
James J. Burns & Company sold 11,005 ExxonMobil shares in Q1 2026, an estimated $1.61M.
ExxonMobil made up 0.55% of James J. Burns & Company's portfolio in Q1 2026, its #34 holding.
James J. Burns & Company first reported a position in ExxonMobil in Q1 2023 and has held it in 13 quarters since.
James J. Burns & Company's ExxonMobil position peaked at $4.22M in Q4 2025.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.