KFA
XOM icon

Kelleher Financial Advisors’s ExxonMobil XOM Stock Holding History

Kelleher Financial Advisors’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 		$1.25M Sell
10,979
-357
-3% -$52.1K 0.32% 55
2025
Q4 		$1.36M Buy
11,336
+723
+7% +$83.9K 0.31% 54
2025
Q3 		$1.2M Sell
10,613
-366
-3% -$40.7K 0.3% 56
2025
Q2 		$1.18M Buy
10,979
+600
+6% +$64.1K 0.41% 38
2025
Q1 		$1.23M Buy
10,379
+3,411
+49% +$377K 0.49% 34
2024
Q4 		$750K Buy
6,968
+339
+5% +$39.7K 0.28% 47
2024
Q3 		$777K Buy
6,629
+946
+17% +$109K 0.3% 51
2024
Q2 		$654K Sell
5,683
-4,737
-45% -$552K 0.27% 54
2024
Q1 		$1.21M Buy
10,420
+3,815
+58% +$399K 0.5% 30
2023
Q4 		$660K Buy
6,605
+1,000
+18% +$105K 0.31% 45
2023
Q3 		$659K Buy
5,605
+29
+0.5% +$3.18K 0.34% 43
2023
Q2 		$598K Buy
5,576
+51
+0.9% +$5.57K 0.34% 52
2023
Q1 		$606K Hold
5,525
– – 0.4% 47
2022
Q4 		$609K Hold
5,525
– – 0.46% 43
2022
Q3 		$482K Hold
5,525
– – 0.35% 59
2022
Q2 		$473K Sell
5,525
-33
-0.6% -$2.98K 0.21% 76
2022
Q1 		$459K Hold
5,558
– – 0.25% 73
2021
Q4 		$340K Hold
5,558
– – 0.18% 86
2021
Q3 		$326K Sell
5,558
-30
-0.5% -$1.71K 0.14% 122
2021
Q2 		$352K Sell
5,588
-3
-0.1% -$179 0.2% 82
2021
Q1 		$312K Sell
5,591
-600
-10% -$31.5K 0.2% 81
2020
Q4 		$255K Sell
6,191
-310
-5% -$11.6K 0.19% 86
2020
Q3 		$223K Hold
6,501
– – 0.18% 88
2020
Q2 		$290K Sell
6,501
-26
-0.4% -$1.17K 0.28% 70
2020
Q1 		$247K Sell
6,527
-78
-1% -$4.31K 0.3% 68
2019
Q4 		$460K Buy
6,605
+137
+2% +$9.47K 0.46% 52
2019
Q3 		$456K Hold
6,468
– – 0.56% 42
2019
Q2 		$495K Buy
+6,468
New +$501K 0.61% 41
2018
Q4 		$441K Hold
6,468
– – 0.71% 38
2018
Q3 		$549K Buy
6,468
+200
+3% +$16.4K 0.71% 37
2018
Q2 		$518K Hold
6,268
– – 0.74% 39
2018
Q1 		$467K Buy
6,268
+772
+14% +$61.7K 0.64% 44
2017
Q4 		$459K Buy
+5,496
New +$455K 0.73% 43
2017
Q1 		– Sell
-43,950
Closed -$3.97M – 132
2016
Q4 		$3.97M Sell
43,950
-432
-1% -$37.7K 2.21% 10
2016
Q3 		$3.87M Hold
44,382
– – 2.19% 13
2016
Q2 		$4.16M Sell
44,382
-306
-0.7% -$27.1K 2.52% 10
2016
Q1 		$3.73M Buy
44,688
+306
+0.7% +$24.5K 2.06% 11
2015
Q4 		$3.46M Hold
44,382
– – 2.35% 12
2015
Q3 		$3.3M Hold
44,382
– – 2.19% 14
2015
Q2 		$3.69M Sell
44,382
-2,460
-5% -$211K 2.11% 14
2015
Q1 		$3.98M Sell
46,842
-2,637
-5% -$234K 2.2% 12
2014
Q4 		$4.57M Buy
49,479
+70
+0.1% +$6.53K 2.46% 9
2014
Q3 		$4.78M Sell
49,409
-680
-1% -$67.7K 2.59% 7
2014
Q2 		$5.04M Sell
50,089
-1,300
-3% -$131K 2.63% 7
2014
Q1 		$5.02M Hold
51,389
– – 2.73% 6
2013
Q4 		$5.2M Sell
51,389
-788
-2% -$72.9K 2.69% 6
2013
Q3 		$4.49M Sell
52,177
-1,601
-3% -$144K 2.56% 6
2013
Q2 		$4.86M Buy
+53,778
New +$4.84M 2.97% 6

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

Kelleher Financial Advisors's XOM Position: Q1 2026 in Review

Kelleher Financial Advisors reduced its ExxonMobil (XOM) stake by 3.1% in Q1 2026, selling an estimated $52.1K and leaving 10,979 shares worth $1.25M. The position accounts for 0.32% of the portfolio, ranked #55.

Kelleher Financial Advisors first reported a position in XOM in Q2 2013 and has held it in 48 quarters since. The position peaked at $5.2M in Q4 2013. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Kelleher Financial Advisors held 10,979 shares of ExxonMobil worth $1.25M as of Q1 2026.
  • Kelleher Financial Advisors sold 357 ExxonMobil shares in Q1 2026, an estimated $52.1K.
  • ExxonMobil made up 0.32% of Kelleher Financial Advisors's portfolio in Q1 2026, its #55 holding.
  • Kelleher Financial Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 48 quarters since.
  • Kelleher Financial Advisors's ExxonMobil position peaked at $5.2M in Q4 2013.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.