Mascoma Wealth Management’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 | $116K | Buy |
847
+6
| +0.7% | +$898 | 0.02% | 127 |
|
|
2026
Q1 | $143K | Buy |
841
+6
| +0.7% | +$876 | 0.03% | 113 |
|
|
2025
Q4 | $100K | Sell |
835
-174
| -17% | -$20.2K | 0.02% | 131 |
|
|
2025
Q3 | $114K | Hold |
1,009
| – | – | 0.03% | 127 |
|
|
2025
Q2 | $109K | Hold |
1,009
| – | – | 0.03% | 122 |
|
|
2025
Q1 | $120K | Sell |
1,009
-152
| -13% | -$16.8K | 0.03% | 121 |
|
|
2024
Q4 | $125K | Sell |
1,161
-8
| -0.7% | -$936 | 0.03% | 122 |
|
|
2024
Q3 | $137K | Sell |
1,169
-174
| -13% | -$20.1K | 0.03% | 114 |
|
|
2024
Q2 | $155K | Buy |
1,343
+88
| +7% | +$10.2K | 0.04% | 107 |
|
|
2024
Q1 | $146K | Sell |
1,255
-40
| -3% | -$4.18K | 0.04% | 111 |
|
|
2023
Q4 | $129K | Sell |
1,295
-53
| -4% | -$5.57K | 0.04% | 120 |
|
|
2023
Q3 | $158K | Buy |
1,348
+15
| +1% | +$1.65K | 0.05% | 112 |
|
|
2023
Q2 | $144K | Sell |
1,333
-8,014
| -86% | -$874K | 0.04% | 120 |
|
|
2023
Q1 | $1.11M | Buy |
9,347
+1,263
| +16% | +$140K | 0.32% | 42 |
|
|
2022
Q4 | $892K | Sell |
8,084
-304
| -4% | -$32.6K | 0.28% | 50 |
|
|
2022
Q3 | $732K | Hold |
8,388
| – | – | 0.25% | 54 |
|
|
2022
Q2 | $718K | Sell |
8,388
-290
| -3% | -$26.2K | 0.25% | 56 |
|
|
2022
Q1 | $717K | Buy |
8,678
+517
| +6% | +$40.2K | 0.23% | 58 |
|
|
2021
Q4 | $499K | Buy |
8,161
+400
| +5% | +$25K | 0.17% | 60 |
|
|
2021
Q3 | $457K | Hold |
7,761
| – | – | 0.18% | 63 |
|
|
2021
Q2 | $490K | Buy |
7,761
+103
| +1% | +$6.15K | 0.21% | 59 |
|
|
2021
Q1 | $428K | Sell |
7,658
-100
| -1% | -$5.24K | 0.18% | 67 |
|
|
2020
Q4 | $320K | Buy |
+7,758
| New | +$291K | 0.16% | 73 |
|
|
2019
Q3 | $392K | Hold |
5,545
| – | – | 0.25% | 52 |
|
|
2019
Q2 | $425K | Buy |
5,545
+63
| +1% | +$4.88K | 0.27% | 50 |
|
|
2019
Q1 | $443K | Sell |
5,482
-200
| -4% | -$15.2K | 0.3% | 42 |
|
|
2018
Q4 | $387K | Sell |
5,682
-1,290
| -19% | -$101K | 0.3% | 43 |
|
|
2018
Q3 | $593K | Sell |
6,972
-20
| -0.3% | -$1.64K | 0.39% | 33 |
|
|
2018
Q2 | $578K | Sell |
6,992
-221
| -3% | -$17.6K | 0.41% | 34 |
|
|
2018
Q1 | $538K | Sell |
7,213
-20
| -0.3% | -$1.6K | 0.35% | 34 |
|
|
2017
Q4 | $613K | Buy |
7,233
+456
| +7% | +$37.7K | 0.38% | 32 |
|
|
2017
Q3 | $556K | Buy |
6,777
+100
| +1% | +$7.94K | 0.37% | 37 |
|
|
2017
Q2 | $539K | Sell |
6,677
-15,202
| -69% | -$1.24M | 0.36% | 35 |
|
|
2017
Q1 | $1.79M | Sell |
21,879
-390
| -2% | -$32.6K | 1.28% | 16 |
|
|
2016
Q4 | $2.01M | Buy |
+22,269
| New | +$1.95M | 1.48% | 16 |
|
Other funds holding XOM
Mascoma Wealth Management's XOM Position: Q2 2026 in Review
Mascoma Wealth Management increased its ExxonMobil (XOM) stake by 0.71% in Q2 2026, buying an estimated $898 and bringing the position to 847 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #127.
Mascoma Wealth Management first reported a position in XOM in Q4 2016 and has held it in 35 quarters since. The position peaked at $2.01M in Q4 2016. 4,239 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Mascoma Wealth Management held 847 shares of ExxonMobil worth $116K as of Q2 2026.
- Mascoma Wealth Management bought 6 ExxonMobil shares in Q2 2026, an estimated $898.
- ExxonMobil made up 0.02% of Mascoma Wealth Management's portfolio in Q2 2026, its #127 holding.
- Mascoma Wealth Management first reported a position in ExxonMobil in Q4 2016 and has held it in 35 quarters since.
- Mascoma Wealth Management's ExxonMobil position peaked at $2.01M in Q4 2016.
- 4,239 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.