Lipe & Dalton’s ExxonMobil XOM Stock Holding History

Lipe & Dalton’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 Q2	$271K	Hold	1,983	–	–	0.13%	67
2026 Q1	$336K	Hold	1,983	–	–	0.18%	62
2025 Q4	$239K	Sell	1,983 -110	-5%	-$12.8K	0.12%	73
2025 Q3	$236K	Sell	2,093 -250	-11%	-$27.8K	0.12%	73
2025 Q2	$253K	Hold	2,343	–	–	0.14%	71
2025 Q1	$279K	Sell	2,343 -40	-2%	-$4.42K	0.16%	70
2024 Q4	$256K	Sell	2,383 -100	-4%	-$11.7K	0.14%	72
2024 Q3	$291K	Hold	2,483	–	–	0.15%	74
2024 Q2	$286K	Buy	2,483 +853	+52%	+$99.3K	0.15%	72
2024 Q1	$189K	Hold	1,630	–	–	0.1%	82
2023 Q4	$163K	Hold	1,630	–	–	0.09%	81
2023 Q3	$192K	Hold	1,630	–	–	0.12%	80
2023 Q2	$175K	Hold	1,630	–	–	0.1%	81
2023 Q1	$179K	Hold	1,630	–	–	0.1%	80
2022 Q4	$180K	Sell	1,630 -150	-8%	-$16.1K	0.1%	79
2022 Q3	$155K	Hold	1,780	–	–	0.1%	79
2022 Q2	$152K	Hold	1,780	–	–	0.09%	80
2022 Q1	$147K	Sell	1,780 -140	-7%	-$10.9K	0.07%	82
2021 Q4	$117K	Sell	1,920 -196	-9%	-$12.3K	0.06%	90
2021 Q3	$124K	Hold	2,116	–	–	0.06%	82
2021 Q2	$133K	Sell	2,116 -760	-26%	-$45.4K	0.07%	82
2021 Q1	$161K	Sell	2,876 -100	-3%	-$5.24K	0.09%	77
2020 Q4	$123K	Sell	2,976 -1,140	-28%	-$42.7K	0.08%	78
2020 Q3	$141K	Hold	4,116	–	–	0.1%	73
2020 Q2	$184K	Hold	4,116	–	–	0.13%	71
2020 Q1	$156K	Sell	4,116 -100	-2%	-$5.52K	0.13%	70
2019 Q4	$294K	Buy	4,216 +110	+3%	+$7.61K	0.19%	64
2019 Q3	$290K	Sell	4,106 -1,414	-26%	-$102K	0.21%	64
2019 Q2	$423K	Hold	5,520	–	–	0.3%	52
2019 Q1	$446K	Sell	5,520 -11,849	-68%	-$903K	0.33%	50
2018 Q4	$1.18M	Hold	17,369	–	–	0.96%	36
2018 Q3	$1.48M	Hold	17,369	–	–	1.01%	36
2018 Q2	$1.44M	Buy	17,369 +122	+0.7%	+$9.72K	1.06%	36
2018 Q1	$1.29M	Hold	17,247	–	–	0.92%	37
2017 Q4	$1.44M	Hold	17,247	–	–	1%	34
2017 Q3	$1.41M	Hold	17,247	–	–	0.99%	33
2017 Q2	$1.39M	Hold	17,247	–	–	0.9%	39
2017 Q1	$1.41M	Hold	17,247	–	–	1.02%	35
2016 Q4	$1.56M	Sell	17,247 -470	-3%	-$41.1K	1.11%	32
2016 Q3	$1.55M	Sell	17,717 -300	-2%	-$26.6K	1.03%	35
2016 Q2	$1.69M	Hold	18,017	–	–	1.17%	32
2016 Q1	$1.51M	Hold	18,017	–	–	1.18%	32
2015 Q4	$1.4M	Buy	18,017 +250	+1%	+$20K	1.14%	32
2015 Q3	$1.32M	Sell	17,767 -166	-0.9%	-$12.8K	1.09%	32
2015 Q2	$1.49M	Hold	17,933	–	–	1.07%	30
2015 Q1	$1.52M	Hold	17,933	–	–	1.05%	30
2014 Q4	$1.66M	Sell	17,933 -400	-2%	-$37.3K	1.11%	32
2014 Q3	$1.72M	Sell	18,333 -123	-0.7%	-$12.3K	1.13%	31
2014 Q2	$1.86M	Hold	18,456	–	–	1.17%	31
2014 Q1	$1.89M	Buy	18,456 +405	+2%	+$38.6K	1.26%	31
2013 Q4	$1.83M	Sell	18,051 -2,107	-10%	-$195K	1.25%	30
2013 Q3	$1.73M	Buy	20,158 +1,522	+8%	+$137K	1.27%	30
2013 Q2	$1.68M	Buy	+18,636	New	+$1.68M	1.4%	28

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lipe & Dalton's XOM Position: Q2 2026 in Review

Lipe & Dalton held its ExxonMobil (XOM) position steady in Q2 2026 at 1,983 shares worth $271K. The position accounts for 0.13% of the portfolio, ranked #67.

Lipe & Dalton first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.89M in Q1 2014. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Lipe & Dalton held 1,983 shares of ExxonMobil worth $271K as of Q2 2026.
Lipe & Dalton left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.13% of Lipe & Dalton's portfolio in Q2 2026, its #67 holding.
Lipe & Dalton first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
Lipe & Dalton's ExxonMobil position peaked at $1.89M in Q1 2014.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.