KA
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Klingman & Associates’s ExxonMobil XOM Stock Holding History

Klingman & Associates’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 		$6.6M Sell
38,929
-584
-1% -$85.2K 0.32% 43
2025
Q4 		$4.75M Buy
39,513
+612
+2% +$71K 0.23% 47
2025
Q3 		$4.39M Buy
38,901
+2,359
+6% +$262K 0.22% 49
2025
Q2 		$3.94M Buy
36,542
+839
+2% +$89.7K 0.22% 51
2025
Q1 		$4.25M Sell
35,703
-186
-0.5% -$20.6K 0.26% 47
2024
Q4 		$3.86M Sell
35,889
-16,120
-31% -$1.89M 0.24% 48
2024
Q3 		$6.1M Buy
52,009
+25,679
+98% +$2.97M 0.38% 40
2024
Q2 		$3.03M Buy
26,330
+686
+3% +$79.9K 0.2% 53
2024
Q1 		$2.98M Buy
25,644
+241
+0.9% +$25.2K 0.21% 50
2023
Q4 		$2.54M Buy
25,403
+301
+1% +$31.6K 0.19% 51
2023
Q3 		$2.95M Sell
25,102
-206
-0.8% -$22.6K 0.24% 49
2023
Q2 		$2.71M Buy
25,308
+887
+4% +$96.8K 0.22% 46
2023
Q1 		$2.68M Sell
24,421
-5
-0% -$553 0.23% 46
2022
Q4 		$2.69M Buy
24,426
+238
+1% +$25.5K 0.24% 47
2022
Q3 		$2.11M Buy
24,188
+102
+0.4% +$9.31K 0.21% 47
2022
Q2 		$2.06M Buy
24,086
+375
+2% +$33.8K 0.2% 50
2022
Q1 		$1.96M Buy
23,711
+6,734
+40% +$523K 0.17% 55
2021
Q4 		$1.04M Buy
16,977
+668
+4% +$41.8K 0.09% 70
2021
Q3 		$959K Sell
16,309
-303
-2% -$17.3K 0.09% 71
2021
Q2 		$1.05M Sell
16,612
-499
-3% -$29.8K 0.1% 66
2021
Q1 		$955K Buy
17,111
+434
+3% +$22.8K 0.1% 63
2020
Q4 		$687K Buy
16,677
+49
+0.3% +$1.84K 0.08% 77
2020
Q3 		$571K Buy
16,628
+374
+2% +$15.3K 0.08% 76
2020
Q2 		$727K Sell
16,254
-1,646
-9% -$73.8K 0.11% 60
2020
Q1 		$680K Buy
17,900
+1,452
+9% +$80.2K 0.14% 61
2019
Q4 		$1.15M Buy
16,448
+45
+0.3% +$3.11K 0.19% 49
2019
Q3 		$1.16M Sell
16,403
-450
-3% -$32.5K 0.21% 47
2019
Q2 		$1.29M Sell
16,853
-54
-0.3% -$4.18K 0.24% 45
2019
Q1 		$1.37M Sell
16,907
-78
-0.5% -$5.95K 0.27% 42
2018
Q4 		$1.16M Buy
16,985
+378
+2% +$29.7K 0.26% 42
2018
Q3 		$1.41M Buy
16,607
+185
+1% +$15.1K 0.29% 35
2018
Q2 		$1.36M Sell
16,422
-467
-3% -$37.2K 0.29% 34
2018
Q1 		$1.26M Sell
16,889
-357
-2% -$28.5K 0.28% 35
2017
Q4 		$1.44M Buy
17,246
+78
+0.5% +$6.45K 0.32% 32
2017
Q3 		$1.41M Buy
17,168
+857
+5% +$68K 0.35% 30
2017
Q2 		$1.32M Sell
16,311
-2,347
-13% -$192K 0.35% 30
2017
Q1 		$1.53M Buy
18,658
+156
+0.8% +$13K 0.42% 29
2016
Q4 		$1.67M Buy
18,502
+1,305
+8% +$114K 0.51% 28
2016
Q3 		$1.5M Buy
17,197
+2,352
+16% +$209K 0.45% 32
2016
Q2 		$1.39M Sell
14,845
-103
-0.7% -$9.11K 0.45% 32
2016
Q1 		$1.25M Sell
14,948
-2,000
-12% -$160K 0.45% 34
2015
Q4 		$1.32M Hold
16,948
– – 0.49% 32
2015
Q3 		$1.26M Buy
16,948
+1,653
+11% +$127K 0.49% 30
2015
Q2 		$1.27M Sell
15,295
-10
-0.1% -$860 0.5% 31
2015
Q1 		$1.3M Sell
15,305
-516
-3% -$45.8K 0.53% 28
2014
Q4 		$1.46M Buy
+15,821
New +$1.48M 0.61% 26

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

Klingman & Associates's XOM Position: Q1 2026 in Review

Klingman & Associates reduced its ExxonMobil (XOM) stake by 1.5% in Q1 2026, selling an estimated $85.2K and leaving 38,929 shares worth $6.6M. The position accounts for 0.32% of the portfolio, ranked #43.

Klingman & Associates first reported a position in XOM in Q4 2014 and has held it in 46 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Klingman & Associates held 38,929 shares of ExxonMobil worth $6.6M as of Q1 2026.
  • Klingman & Associates sold 584 ExxonMobil shares in Q1 2026, an estimated $85.2K.
  • ExxonMobil made up 0.32% of Klingman & Associates's portfolio in Q1 2026, its #43 holding.
  • Klingman & Associates first reported a position in ExxonMobil in Q4 2014 and has held it in 46 quarters since.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.