Kurt F. Somerville’s ExxonMobil XOM Stock Holding History

Kurt F. Somerville’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	$4.69M	Sell	27,668 -3,310	-11%	-$483K	1.24%	29
2025 Q4	$3.73M	Sell	30,978 -1,840	-6%	-$213K	0.63%	37
2025 Q3	$3.7M	Hold	32,818	–	–	0.61%	37
2025 Q2	$3.54M	Sell	32,818 -35	-0.1%	-$3.74K	0.6%	37
2025 Q1	$3.91M	Sell	32,853 -2,435	-7%	-$269K	0.68%	34
2024 Q4	$3.8M	Sell	35,288 -15	-0%	-$1.75K	0.64%	34
2024 Q3	$4.14M	Buy	35,303 +302	+0.9%	+$34.9K	0.67%	34
2024 Q2	$4.03M	Sell	35,001 -10	-0%	-$1.17K	0.68%	34
2024 Q1	$4.07M	Hold	35,011	–	–	0.7%	35
2023 Q4	$3.5M	Sell	35,011 -125	-0.4%	-$13.1K	0.66%	34
2023 Q3	$4.13M	Sell	35,136 -3,815	-10%	-$418K	0.83%	32
2023 Q2	$4.18M	Sell	38,951 -9,584	-20%	-$1.05M	0.8%	34
2023 Q1	$5.32M	Sell	48,535 -275	-0.6%	-$30.4K	0.97%	31
2022 Q4	$5.38M	Sell	48,810 -450	-0.9%	-$48.2K	1.05%	29
2022 Q3	$4.3M	Sell	49,260 -925	-2%	-$84.5K	0.86%	34
2022 Q2	$4.3M	Sell	50,185 -400	-0.8%	-$36.1K	0.82%	34
2022 Q1	$4.18M	Sell	50,585 -15,885	-24%	-$1.23M	0.67%	39
2021 Q4	$4.07M	Sell	66,470 -800	-1%	-$50K	0.56%	39
2021 Q3	$3.96M	Sell	67,270 -538	-0.8%	-$30.7K	0.6%	39
2021 Q2	$4.28M	Sell	67,808 -850	-1%	-$50.7K	0.64%	39
2021 Q1	$3.83M	Sell	68,658 -103	-0.1%	-$5.4K	0.61%	39
2020 Q4	$2.83M	Sell	68,761 -4,917	-7%	-$184K	0.46%	42
2020 Q3	$2.53M	Sell	73,678 -5,928	-7%	-$242K	0.45%	41
2020 Q2	$3.56M	Sell	79,606 -200	-0.3%	-$8.97K	0.66%	36
2020 Q1	$3.03M	Buy	79,806 +8,763	+12%	+$484K	0.67%	37
2019 Q4	$4.96M	Sell	71,043 -1,252	-2%	-$86.6K	0.93%	35
2019 Q3	$5.11M	Sell	72,295 -650	-0.9%	-$47K	1.01%	33
2019 Q2	$5.59M	Sell	72,945 -2,335	-3%	-$181K	1.11%	32
2019 Q1	$6.08M	Sell	75,280 -11,042	-13%	-$842K	1.21%	30
2018 Q4	$5.88M	Sell	86,322 -4,379	-5%	-$344K	1.35%	27
2018 Q3	$7.71M	Sell	90,701 -2,308	-2%	-$189K	1.54%	27
2018 Q2	$7.69M	Sell	93,009 -2,215	-2%	-$176K	1.7%	25
2018 Q1	$7.1M	Sell	95,224 -1,906	-2%	-$152K	1.57%	27
2017 Q4	$8.12M	Sell	97,130 -15,787	-14%	-$1.31M	1.68%	26
2017 Q3	$9.26M	Sell	112,917 -4,193	-4%	-$333K	1.85%	25
2017 Q2	$9.46M	Sell	117,110 -1,930	-2%	-$158K	1.93%	25
2017 Q1	$9.76M	Sell	119,040 -10,765	-8%	-$899K	2.06%	22
2016 Q4	$11.7M	Sell	129,805 -1,096	-0.8%	-$95.8K	2.6%	16
2016 Q3	$11.4M	Buy	130,901 +3,805	+3%	+$338K	2.49%	15
2016 Q2	$11.9M	Buy	127,096 +2,135	+2%	+$189K	2.68%	12
2016 Q1	$10.4M	Sell	124,961 -500	-0.4%	-$40K	2.38%	14
2015 Q4	$9.78M	Sell	125,461 -740	-0.6%	-$59.2K	2.23%	15
2015 Q3	$9.38M	Buy	126,201 +2,000	+2%	+$154K	2.39%	15
2015 Q2	$10.3M	Sell	124,201 -4,867	-4%	-$418K	2.39%	14
2015 Q1	$11M	Buy	129,068 +5,833	+5%	+$517K	2.49%	13
2014 Q4	$11.4M	Buy	123,235 +12,229	+11%	+$1.14M	2.84%	10
2014 Q3	$10.4M	Sell	111,006 -5,065	-4%	-$504K	4.21%	3
2014 Q2	$11.7M	Sell	116,071 -4,473	-4%	-$451K	4.56%	2
2014 Q1	$11.8M	Sell	120,544 -11,505	-9%	-$1.1M	4.69%	2
2013 Q4	$13.4M	Sell	132,049 -10,037	-7%	-$928K	5.12%	1
2013 Q3	$12.2M	Sell	142,086 -6,298	-4%	-$568K	4.87%	2
2013 Q2	$13.4M	Buy	+148,384	New	+$13.4M	5.63%	1

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

Kurt F. Somerville's XOM Position: Q1 2026 in Review

Kurt F. Somerville reduced its ExxonMobil (XOM) stake by 11% in Q1 2026, selling an estimated $483K and leaving 27,668 shares worth $4.69M. The position accounts for 1.24% of the portfolio, ranked #29.

Kurt F. Somerville first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.4M in Q2 2013. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Kurt F. Somerville held 27,668 shares of ExxonMobil worth $4.69M as of Q1 2026.
Kurt F. Somerville sold 3,310 ExxonMobil shares in Q1 2026, an estimated $483K.
ExxonMobil made up 1.24% of Kurt F. Somerville's portfolio in Q1 2026, its #29 holding.
Kurt F. Somerville first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
Kurt F. Somerville's ExxonMobil position peaked at $13.4M in Q2 2013.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.