Level Four Advisory Services’s ExxonMobil XOM Stock Holding History

Level Four Advisory Services’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	$8.79M	Sell	51,808 -22,392	-30%	-$3.27M	0.29%	75
2025 Q4	$8.93M	Buy	74,200 +5,547	+8%	+$643K	0.29%	79
2025 Q3	$7.74M	Buy	68,653 +881	+1%	+$97.9K	0.27%	89
2025 Q2	$7.31M	Buy	67,772 +930	+1%	+$99.4K	0.27%	94
2025 Q1	$7.95M	Sell	66,842 -36	-0.1%	-$3.98K	0.33%	75
2024 Q4	$7.19M	Sell	66,878 -2,008	-3%	-$235K	0.29%	86
2024 Q3	$8.04M	Sell	68,886 -7,469	-10%	-$862K	0.34%	61
2024 Q2	$8.79M	Sell	76,355 -16,231	-18%	-$1.89M	0.4%	51
2024 Q1	$9.26M	Hold	92,586	–	–	0.51%	34
2023 Q4	$9.26M	Sell	92,586 -2,140	-2%	-$225K	0.52%	33
2023 Q3	$11.1M	Buy	94,726 +9,738	+11%	+$1.07M	0.72%	17
2023 Q2	$9.11M	Sell	84,988 -20,288	-19%	-$2.21M	0.55%	30
2023 Q1	$11.5M	Sell	105,276 -21,147	-17%	-$2.34M	0.76%	20
2022 Q4	$13.9M	Buy	126,423 +22,417	+22%	+$2.4M	1.04%	14
2022 Q3	$9.08M	Sell	104,006 -7,004	-6%	-$639K	0.88%	19
2022 Q2	$9.51M	Sell	111,010 -7,155	-6%	-$645K	0.9%	17
2022 Q1	$9.76M	Buy	118,165 +32,160	+37%	+$2.5M	0.76%	21
2021 Q4	$5.26M	Buy	86,005 +16,679	+24%	+$1.04M	0.4%	57
2021 Q3	$4.08M	Buy	69,326 +13,098	+23%	+$746K	0.42%	64
2021 Q2	$3.55M	Sell	56,228 -7,392	-12%	-$441K	0.25%	104
2021 Q1	$3.55M	Buy	63,620 +486	+0.8%	+$25.5K	0.28%	94
2020 Q4	$2.6M	Sell	63,134 -3,408	-5%	-$128K	0.21%	124
2020 Q3	$2.28M	Buy	66,542 +1,630	+3%	+$66.6K	0.18%	133
2020 Q2	$2.89M	Sell	64,912 -2,012	-3%	-$90.2K	0.22%	115
2020 Q1	$2.54M	Buy	66,924 +16,020	+31%	+$885K	0.3%	77
2019 Q4	$3.74M	Buy	50,904 +2,241	+5%	+$155K	0.15%	165
2019 Q3	$3.44M	Sell	48,663 -5,794	-11%	-$419K	0.36%	62
2019 Q2	$4.17M	Sell	54,457 -1,174	-2%	-$90.9K	0.42%	51
2019 Q1	$4.5M	Sell	55,631 -1,889	-3%	-$144K	0.5%	46
2018 Q4	$3.92M	Buy	57,520 +15,980	+38%	+$1.25M	0.49%	49
2018 Q3	$3.53M	Sell	41,540 -4,179	-9%	-$342K	0.38%	67
2018 Q2	$3.78M	Sell	45,719 -3,997	-8%	-$318K	0.28%	85
2018 Q1	$3.71M	Buy	49,716 +5,523	+12%	+$441K	0.29%	82
2017 Q4	$3.7M	Buy	44,193 +9,780	+28%	+$809K	0.29%	79
2017 Q3	$2.82M	Buy	34,413 +10,525	+44%	+$836K	0.25%	85
2017 Q2	$1.97M	Sell	23,888 -6,020	-20%	-$493K	0.3%	81
2017 Q1	$2.46M	Buy	29,908 +9,546	+47%	+$798K	0.25%	92
2016 Q4	$1.84M	Buy	+20,362	New	+$1.78M	0.23%	84

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

Level Four Advisory Services's XOM Position: Q1 2026 in Review

Level Four Advisory Services reduced its ExxonMobil (XOM) stake by 30% in Q1 2026, selling an estimated $3.27M and leaving 51,808 shares worth $8.79M. The position accounts for 0.29% of the portfolio, ranked #75.

Level Four Advisory Services first reported a position in XOM in Q4 2016 and has held it in 38 quarters since. The position peaked at $13.9M in Q4 2022. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Level Four Advisory Services held 51,808 shares of ExxonMobil worth $8.79M as of Q1 2026.
Level Four Advisory Services sold 22,392 ExxonMobil shares in Q1 2026, an estimated $3.27M.
ExxonMobil made up 0.29% of Level Four Advisory Services's portfolio in Q1 2026, its #75 holding.
Level Four Advisory Services first reported a position in ExxonMobil in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's ExxonMobil position peaked at $13.9M in Q4 2022.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.