MHS
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M Holdings Securities’s ExxonMobil XOM Stock Holding History

M Holdings Securities’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 		$11.3M Sell
73,167
-7,523
-9% -$1.1M 0.77% 26
2025
Q4 		$9.71M Buy
+80,690
New +$9.36M 0.7% 27
2025
Q3 		– Sell
-63,461
Closed -$6.89M – 199
2025
Q2 		$6.89M Buy
63,461
+31,320
+97% +$3.35M 1.18% 22
2025
Q1 		$3.82M Buy
32,141
+6,189
+24% +$684K 0.64% 34
2024
Q4 		$2.79M Buy
25,952
+641
+3% +$75K 0.45% 49
2024
Q3 		$2.97M Sell
25,311
-43,065
-63% -$4.97M 0.75% 29
2024
Q2 		$7.87M Buy
68,376
+41,415
+154% +$4.82M 1.02% 20
2024
Q1 		$3.13M Sell
26,961
-34,691
-56% -$3.63M 0.53% 42
2023
Q4 		$6.16M Sell
61,652
-2,054
-3% -$216K 0.7% 29
2023
Q3 		$7.49M Buy
63,706
+43,394
+214% +$4.76M 0.99% 24
2023
Q2 		$2.18M Sell
20,312
-56,155
-73% -$6.13M 0.45% 30
2023
Q1 		$8.38M Sell
76,467
-14,431
-16% -$1.6M 0.87% 25
2022
Q4 		$10M Sell
90,898
-141
-0.2% -$15.1K 1.06% 22
2022
Q3 		$7.95M Buy
91,039
+3,473
+4% +$317K 0.88% 28
2022
Q2 		$7.5M Sell
87,566
-1,620
-2% -$146K 0.76% 30
2022
Q1 		$7.37M Buy
+89,186
New +$6.93M 0.56% 39
2021
Q2 		$6.48M Buy
102,771
+7,410
+8% +$442K 0.63% 36
2021
Q1 		$5.32M Buy
95,361
+39,303
+70% +$2.06M 0.48% 44
2020
Q4 		$2.31M Sell
56,058
-5,709
-9% -$214K 0.29% 75
2020
Q3 		$2.12M Sell
61,767
-8,719
-12% -$356K 0.34% 71
2020
Q2 		$3.15M Sell
70,486
-16,607
-19% -$745K 0.56% 46
2020
Q1 		$3.31M Buy
87,093
+34,581
+66% +$1.91M 0.49% 60
2019
Q4 		$3.66M Sell
52,512
-6,268
-11% -$433K 1.07% 21
2019
Q3 		$4.15M Buy
58,780
+1,779
+3% +$129K 1.27% 17
2019
Q2 		$4.37M Buy
57,001
+1,793
+3% +$139K 1.48% 15
2019
Q1 		$4.46M Buy
55,208
+1,782
+3% +$136K 1.03% 14
2018
Q4 		$3.64M Buy
53,426
+2,073
+4% +$163K 1.13% 17
2018
Q3 		$4.37M Buy
51,353
+178
+0.3% +$14.6K 1.14% 13
2018
Q2 		$4.23M Buy
51,175
+945
+2% +$75.3K 1.16% 10
2018
Q1 		$3.75M Sell
50,230
-256
-0.5% -$20.5K 1.14% 12
2017
Q4 		$4.22M Buy
50,486
+1,217
+2% +$101K 1.27% 10
2017
Q3 		$4.04M Buy
49,269
+3,261
+7% +$259K 1.27% 10
2017
Q2 		$3.71M Buy
46,008
+1,606
+4% +$131K 1.27% 10
2017
Q1 		$3.64M Sell
44,402
-51
-0.1% -$4.26K 1.4% 13
2016
Q4 		$4.01M Sell
44,453
-603
-1% -$52.7K 1.39% 17
2016
Q3 		$3.93M Buy
45,056
+5,995
+15% +$532K 1.79% 8
2016
Q2 		$3.66M Sell
39,061
-4,546
-10% -$402K 1.87% 8
2016
Q1 		$3.65M Buy
43,607
+442
+1% +$35.4K 2.23% 6
2015
Q4 		$3.37M Buy
43,165
+87
+0.2% +$6.96K 2.25% 9
2015
Q3 		$3.2M Sell
43,078
-5,213
-11% -$402K 2.28% 8
2015
Q2 		$4.02M Buy
48,291
+1,269
+3% +$109K 2.69% 6
2015
Q1 		$4M Sell
47,022
-1,978
-4% -$175K 2.61% 6
2014
Q4 		$4.53M Sell
49,000
-9,358
-16% -$873K 2.94% 5
2014
Q3 		$4.8M Buy
58,358
+7,739
+15% +$771K 2.68% 4
2014
Q2 		$5.1M Buy
50,619
+27,784
+122% +$2.8M 3.26% 3
2014
Q1 		$2.23M Sell
22,835
-29,744
-57% -$2.84M 2.34% 5
2013
Q4 		$5.32M Buy
+52,579
New +$4.86M 3.79% 3

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

M Holdings Securities's XOM Position: Q1 2026 in Review

M Holdings Securities reduced its ExxonMobil (XOM) stake by 9.3% in Q1 2026, selling an estimated $1.1M and leaving 73,167 shares worth $11.3M. The position accounts for 0.77% of the portfolio, ranked #26.

M Holdings Securities first reported a position in XOM in Q4 2013 and has held it in 47 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • M Holdings Securities held 73,167 shares of ExxonMobil worth $11.3M as of Q1 2026.
  • M Holdings Securities sold 7,523 ExxonMobil shares in Q1 2026, an estimated $1.1M.
  • ExxonMobil made up 0.77% of M Holdings Securities's portfolio in Q1 2026, its #26 holding.
  • M Holdings Securities first reported a position in ExxonMobil in Q4 2013 and has held it in 47 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.