Kensington Investment Counsel’s ExxonMobil XOM Stock Holding History

Kensington Investment Counsel’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	$2.98M	Buy	17,548 +12,107	+223%	+$1.77M	1.43%	26
2025 Q4	$655K	Hold	5,441	–	–	0.27%	77
2025 Q3	$613K	Hold	5,441	–	–	0.25%	76
2025 Q2	$587K	Hold	5,441	–	–	0.25%	75
2025 Q1	$647K	Hold	5,441	–	–	0.29%	74
2024 Q4	$585K	Sell	5,441 -287	-5%	-$33.6K	0.24%	80
2024 Q3	$671K	Hold	5,728	–	–	0.28%	82
2024 Q2	$659K	Hold	5,728	–	–	0.29%	81
2024 Q1	$666K	Buy	5,728 +77	+1%	+$8.06K	0.3%	82
2023 Q4	$565K	Hold	5,651	–	–	0.3%	79
2023 Q3	$664K	Buy	5,651 +210	+4%	+$23K	0.41%	71
2023 Q2	$584K	Buy	+5,441	New	+$594K	0.37%	76

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

Kensington Investment Counsel's XOM Position: Q1 2026 in Review

Kensington Investment Counsel increased its ExxonMobil (XOM) stake by 223% in Q1 2026, buying an estimated $1.77M and bringing the position to 17,548 shares worth $2.98M. The position accounts for 1.43% of the portfolio, ranked #26.

Kensington Investment Counsel first reported a position in XOM in Q2 2023 and has held it in 12 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Kensington Investment Counsel held 17,548 shares of ExxonMobil worth $2.98M as of Q1 2026.
Kensington Investment Counsel bought 12,107 ExxonMobil shares in Q1 2026, an estimated $1.77M.
ExxonMobil made up 1.43% of Kensington Investment Counsel's portfolio in Q1 2026, its #26 holding.
Kensington Investment Counsel first reported a position in ExxonMobil in Q2 2023 and has held it in 12 quarters since.
4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Kensington Investment Counsel's 13F filing for Q1 2026, filed 19 May 2026.