Kuhn & Co Investment Counsel’s ExxonMobil XOM Stock Holding History

Kuhn & Co 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	$1.04M	Buy	6,121 +121	+2%	+$17.7K	0.67%	44
2025 Q4	$722K	Buy	+6,000	New	+$696K	0.48%	62
2025 Q3	–	Sell	-5,776	Closed	-$623K	–	137
2025 Q2	$623K	Buy	5,776 +32	+0.6%	+$3.42K	0.47%	71
2025 Q1	$683K	Buy	5,744 +31	+0.5%	+$3.43K	0.58%	60
2024 Q4	$615K	Buy	5,713 +65	+1%	+$7.6K	0.52%	64
2024 Q3	$662K	Buy	5,648 +27	+0.5%	+$3.12K	0.56%	61
2024 Q2	$647K	Buy	5,621 +908	+19%	+$106K	0.58%	53
2024 Q1	$548K	Buy	4,713 +29	+0.6%	+$3.03K	0.52%	66
2023 Q4	$468K	Buy	+4,684	New	+$492K	0.48%	73

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

Kuhn & Co Investment Counsel's XOM Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its ExxonMobil (XOM) stake by 2% in Q1 2026, buying an estimated $17.7K and bringing the position to 6,121 shares worth $1.04M. The position accounts for 0.67% of the portfolio, ranked #44.

Kuhn & Co Investment Counsel first reported a position in XOM in Q4 2023 and has held it in 9 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Kuhn & Co Investment Counsel held 6,121 shares of ExxonMobil worth $1.04M as of Q1 2026.
Kuhn & Co Investment Counsel bought 121 ExxonMobil shares in Q1 2026, an estimated $17.7K.
ExxonMobil made up 0.67% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #44 holding.
Kuhn & Co Investment Counsel first reported a position in ExxonMobil in Q4 2023 and has held it in 9 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.