Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s ExxonMobil XOM Stock Holding History

Kovitz Investment Group Partners’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 		$13.5M Sell
79,768
-8,041
-9% -$1.17M 0.31% 82
2025
Q4 		$10.6M Sell
87,809
-418,508
-83% -$48.5M 0.23% 93
2025
Q3 		$57.1M Buy
506,317
+4,157
+0.8% +$462K 0.22% 97
2025
Q2 		$54.1M Buy
502,160
+86,913
+21% +$9.29M 0.23% 96
2025
Q1 		$49.4M Sell
415,247
-29,432
-7% -$3.25M 0.25% 92
2024
Q4 		$47.8M Buy
444,679
+12,982
+3% +$1.52M 0.23% 92
2024
Q3 		$44.3M Buy
431,697
+141,455
+49% +$16.3M 0.31% 71
2024
Q2 		$33.4M Buy
290,242
+86,709
+43% +$10.1M 0.29% 61
2024
Q1 		$23.7M Buy
203,533
+79,946
+65% +$8.36M 0.3% 50
2023
Q4 		$12.4M Sell
123,587
-11,048
-8% -$1.16M 0.2% 50
2023
Q3 		$15.8M Buy
134,635
+1,328
+1% +$146K 0.28% 45
2023
Q2 		$14.3M Sell
133,307
-3,014
-2% -$329K 0.21% 52
2023
Q1 		$14.9M Sell
136,321
-9,236
-6% -$1.02M 0.26% 54
2022
Q4 		$16.1M Buy
145,557
+38,230
+36% +$4.1M 0.32% 48
2022
Q3 		$9.37M Buy
107,327
+152
+0.1% +$13.9K 0.22% 68
2022
Q2 		$9.18M Buy
107,175
+970
+0.9% +$87.5K 0.2% 78
2022
Q1 		$8.77M Sell
106,205
-7,444
-7% -$579K 0.17% 85
2021
Q4 		$4.68M Buy
113,649
+3,830
+3% +$239K 0.11% 130
2021
Q3 		$6.46M Sell
109,819
-4,207
-4% -$240K 0.13% 118
2021
Q2 		$7.19M Sell
114,026
-396
-0.3% -$23.6K 0.14% 109
2021
Q1 		$6.39M Buy
114,422
+774
+0.7% +$40.6K 0.15% 106
2020
Q4 		$4.68M Sell
113,648
-5,462
-5% -$205K 0.11% 123
2020
Q3 		$4.09M Sell
119,110
-2,911
-2% -$119K 0.11% 126
2020
Q2 		$5.46M Buy
122,021
+5,154
+4% +$231K 0.17% 97
2020
Q1 		$4.44M Buy
116,867
+32,949
+39% +$1.82M 0.16% 102
2019
Q4 		$5.86M Sell
83,918
-2,064
-2% -$143K 0.17% 92
2019
Q3 		$6.07M Sell
85,982
-701
-0.8% -$50.7K 0.19% 91
2019
Q2 		$6.64M Sell
86,683
-2,641
-3% -$204K 0.21% 75
2019
Q1 		$7.22M Buy
89,324
+4,613
+5% +$352K 0.23% 71
2018
Q4 		$5.78M Buy
84,711
+65,168
+333% +$5.11M 0.23% 70
2018
Q3 		$1.66M Sell
19,543
-835
-4% -$68.3K 0.08% 70
2018
Q2 		$1.69M Sell
20,378
-1,758
-8% -$140K 0.08% 69
2018
Q1 		$1.65M Sell
22,136
-4,200
-16% -$336K 0.08% 68
2017
Q4 		$2.2K Sell
26,336
-1,944
-7% -$161K 0.09% 62
2017
Q3 		$2.32M Sell
28,280
-630
-2% -$50K 0.12% 57
2017
Q2 		$2.33M Sell
28,910
-3,705
-11% -$303K 0.12% 54
2017
Q1 		$2.67M Sell
32,615
-697
-2% -$58.2K 0.15% 56
2016
Q4 		$3.01M Buy
33,312
+452
+1% +$39.5K 0.18% 45
2016
Q3 		$2.87M Sell
32,860
-666
-2% -$59.1K 0.18% 57
2016
Q2 		$3.14M Sell
33,526
-6,142
-15% -$543K 0.22% 53
2016
Q1 		$3.32M Buy
+39,668
New +$3.18M 0.2% 54

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

Kovitz Investment Group Partners's XOM Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its ExxonMobil (XOM) stake by 9.2% in Q1 2026, selling an estimated $1.17M and leaving 79,768 shares worth $13.5M. The position accounts for 0.31% of the portfolio, ranked #82.

Kovitz Investment Group Partners first reported a position in XOM in Q1 2016 and has held it in 41 quarters since. The position peaked at $57.1M in Q3 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Kovitz Investment Group Partners held 79,768 shares of ExxonMobil worth $13.5M as of Q1 2026.
  • Kovitz Investment Group Partners sold 8,041 ExxonMobil shares in Q1 2026, an estimated $1.17M.
  • ExxonMobil made up 0.31% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #82 holding.
  • Kovitz Investment Group Partners first reported a position in ExxonMobil in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's ExxonMobil position peaked at $57.1M in Q3 2025.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.