L.J. Altfest & Co’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.49M | Buy |
25,521
+21
| +0.1% | +$3.14K | 0.34% | 52 |
|
|
2026
Q1 | $4.33M | Sell |
25,500
-35
| -0.1% | -$5.11K | 0.46% | 49 |
|
|
2025
Q4 | $3.07M | Sell |
25,535
-89
| -0.3% | -$10.3K | 0.34% | 56 |
|
|
2025
Q3 | $2.89M | Sell |
25,624
-74
| -0.3% | -$8.23K | 0.32% | 57 |
|
|
2025
Q2 | $2.77M | Sell |
25,698
-198
| -0.8% | -$21.2K | 0.33% | 61 |
|
|
2025
Q1 | $3.08M | Sell |
25,896
-112
| -0.4% | -$12.4K | 0.39% | 52 |
|
|
2024
Q4 | $2.8M | Sell |
26,008
-2,889
| -10% | -$338K | 0.36% | 56 |
|
|
2024
Q3 | $3.39M | Buy |
28,897
+230
| +0.8% | +$26.6K | 0.45% | 44 |
|
|
2024
Q2 | $3.3M | Sell |
28,667
-13,201
| -32% | -$1.54M | 0.45% | 41 |
|
|
2024
Q1 | $4.87M | Buy |
41,868
+624
| +2% | +$65.3K | 0.69% | 31 |
|
|
2023
Q4 | $4.12M | Buy |
41,244
+103
| +0.3% | +$10.8K | 0.6% | 37 |
|
|
2023
Q3 | $4.84M | Sell |
41,141
-1,749
| -4% | -$192K | 0.76% | 25 |
|
|
2023
Q2 | $4.6M | Sell |
42,890
-1,428
| -3% | -$156K | 0.69% | 28 |
|
|
2023
Q1 | $4.86M | Buy |
44,318
+96
| +0.2% | +$10.6K | 0.76% | 24 |
|
|
2022
Q4 | $4.88M | Sell |
44,222
-347
| -0.8% | -$37.2K | 0.81% | 28 |
|
|
2022
Q3 | $3.89M | Buy |
44,569
+7,073
| +19% | +$646K | 0.73% | 24 |
|
|
2022
Q2 | $3.21M | Buy |
37,496
+673
| +2% | +$60.7K | 0.58% | 33 |
|
|
2022
Q1 | $3.04M | Sell |
36,823
-1,978
| -5% | -$154K | 0.54% | 32 |
|
|
2021
Q4 | $2.37M | Buy |
38,801
+4
| +0% | +$250 | 0.45% | 48 |
|
|
2021
Q3 | $2.28M | Buy |
38,797
+215
| +0.6% | +$12.3K | 0.48% | 37 |
|
|
2021
Q2 | $2.43M | Buy |
38,582
+130
| +0.3% | +$7.76K | 0.52% | 35 |
|
|
2021
Q1 | $2.15M | Buy |
38,452
+172
| +0.4% | +$9.02K | 0.51% | 38 |
|
|
2020
Q4 | $1.58M | Buy |
38,280
+1,173
| +3% | +$44K | 0.39% | 45 |
|
|
2020
Q3 | $1.27M | Sell |
37,107
-157
| -0.4% | -$6.42K | 0.34% | 51 |
|
|
2020
Q2 | $1.67M | Buy |
37,264
+848
| +2% | +$38K | 0.48% | 37 |
|
|
2020
Q1 | $1.38M | Buy |
36,416
+1,993
| +6% | +$110K | 0.43% | 40 |
|
|
2019
Q4 | $2.4M | Sell |
34,423
-287
| -0.8% | -$19.8K | 0.61% | 31 |
|
|
2019
Q3 | $2.45M | Sell |
34,710
-1,472
| -4% | -$106K | 0.63% | 29 |
|
|
2019
Q2 | $2.77M | Buy |
36,182
+244
| +0.7% | +$18.9K | 0.74% | 24 |
|
|
2019
Q1 | $2.9M | Sell |
35,938
-489
| -1% | -$37.3K | 0.71% | 22 |
|
|
2018
Q4 | $2.48M | Buy |
36,427
+170
| +0.5% | +$13.3K | 0.69% | 22 |
|
|
2018
Q3 | $3.08M | Sell |
36,257
-115
| -0.3% | -$9.4K | 0.9% | 19 |
|
|
2018
Q2 | $3.01M | Sell |
36,372
-4,256
| -10% | -$339K | 1.12% | 16 |
|
|
2018
Q1 | $3.03M | Buy |
40,628
+534
| +1% | +$42.7K | 1.31% | 16 |
|
|
2017
Q4 | $3.35M | Sell |
40,094
-8,421
| -17% | -$696K | 1.27% | 13 |
|
|
2017
Q3 | $3.98M | Sell |
48,515
-7,616
| -14% | -$605K | 1.93% | 6 |
|
|
2017
Q2 | $4.53M | Sell |
56,131
-189
| -0.3% | -$15.5K | 2.74% | 5 |
|
|
2017
Q1 | $4.62M | Sell |
56,320
-385
| -0.7% | -$32.2K | 1.83% | 7 |
|
|
2016
Q4 | $5.12M | Sell |
56,705
-1,156
| -2% | -$101K | 2.56% | 3 |
|
|
2016
Q3 | $5.05M | Sell |
57,861
-446
| -0.8% | -$39.6K | 3.36% | 3 |
|
|
2016
Q2 | $5.47M | Buy |
58,307
+2,467
| +4% | +$218K | 3.81% | 2 |
|
|
2016
Q1 | $4.67M | Buy |
55,840
+82
| +0.1% | +$6.57K | 4.81% | 2 |
|
|
2015
Q4 | $4.35M | Sell |
55,758
-1,546
| -3% | -$124K | 4.25% | 2 |
|
|
2015
Q3 | $4.26M | Buy |
57,304
+526
| +0.9% | +$40.5K | 4.21% | 1 |
|
|
2015
Q2 | $4.72M | Sell |
56,778
-436
| -0.8% | -$37.5K | 4.33% | 1 |
|
|
2015
Q1 | $4.86M | Buy |
57,214
+3,657
| +7% | +$324K | 4.53% | 1 |
|
|
2014
Q4 | $4.95M | Buy |
53,557
+257
| +0.5% | +$24K | 4.05% | 2 |
|
|
2014
Q3 | $5.01M | Sell |
53,300
-9
| -0% | -$896 | 4.92% | 2 |
|
|
2014
Q2 | $5.47M | Buy |
53,309
+506
| +1% | +$51K | 5.39% | 1 |
|
|
2014
Q1 | $5.11M | Sell |
52,803
-1,100
| -2% | -$105K | 4.74% | 1 |
|
|
2013
Q4 | $5.46M | Buy |
+53,903
| New | +$4.98M | 4.64% | 2 |
|
Other funds holding XOM
FWIA
L.J. Altfest & Co's XOM Position: Q2 2026 in Review
L.J. Altfest & Co increased its ExxonMobil (XOM) stake by 0.08% in Q2 2026, buying an estimated $3.14K and bringing the position to 25,521 shares worth $3.49M. The position accounts for 0.34% of the portfolio, ranked #52.
L.J. Altfest & Co first reported a position in XOM in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.47M in Q2 2014. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- L.J. Altfest & Co held 25,521 shares of ExxonMobil worth $3.49M as of Q2 2026.
- L.J. Altfest & Co bought 21 ExxonMobil shares in Q2 2026, an estimated $3.14K.
- ExxonMobil made up 0.34% of L.J. Altfest & Co's portfolio in Q2 2026, its #52 holding.
- L.J. Altfest & Co first reported a position in ExxonMobil in Q4 2013 and has held it in 51 quarters since.
- L.J. Altfest & Co's ExxonMobil position peaked at $5.47M in Q2 2014.
- 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.