MAC
XOM icon

Mason & Associates (California)’s ExxonMobil XOM Stock Holding History

Mason & Associates (California)’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 		$1.86M Sell
13,613
-555
-4% -$83.1K 0.3% 50
2026
Q1 		$2.43M Sell
14,168
-375
-3% -$54.7K 0.47% 44
2025
Q4 		$1.75M Buy
14,543
+1,080
+8% +$125K 0.33% 47
2025
Q3 		$1.52M Buy
13,463
+1,172
+10% +$130K 0.31% 43
2025
Q2 		$1.32M Hold
12,291
– – 0.31% 46
2025
Q1 		$1.46M Sell
12,291
-50
-0.4% -$5.53K 0.36% 41
2024
Q4 		$1.33M Buy
12,341
+232
+2% +$27.1K 0.31% 47
2024
Q3 		$1.42M Sell
12,109
-188
-2% -$21.7K 0.35% 41
2024
Q2 		$1.42M Buy
12,297
+120
+1% +$14K 0.38% 38
2024
Q1 		$1.42M Sell
12,177
-9
-0.1% -$942 0.38% 35
2023
Q4 		$1.22M Sell
12,186
-1,313
-10% -$138K 0.36% 26
2023
Q3 		$1.59M Sell
13,499
-563
-4% -$61.8K 0.51% 25
2023
Q2 		$1.51M Sell
14,062
-695
-5% -$75.8K 0.45% 26
2023
Q1 		$1.62M Buy
14,757
+5,521
+60% +$611K 0.5% 21
2022
Q4 		$1.02M Buy
9,236
+495
+6% +$53K 0.33% 29
2022
Q3 		$763K Buy
8,741
+144
+2% +$13.1K 0.27% 32
2022
Q2 		$736K Buy
8,597
+1,668
+24% +$150K 0.26% 36
2022
Q1 		$572K Buy
6,929
+3,009
+77% +$234K 0.17% 61
2021
Q4 		$240K Buy
+3,920
New +$245K 0.07% 90

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mason & Associates (California)'s XOM Position: Q2 2026 in Review

Mason & Associates (California) reduced its ExxonMobil (XOM) stake by 3.9% in Q2 2026, selling an estimated $83.1K and leaving 13,613 shares worth $1.86M. The position accounts for 0.3% of the portfolio, ranked #50.

Mason & Associates (California) first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.43M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Mason & Associates (California) held 13,613 shares of ExxonMobil worth $1.86M as of Q2 2026.
  • Mason & Associates (California) sold 555 ExxonMobil shares in Q2 2026, an estimated $83.1K.
  • ExxonMobil made up 0.3% of Mason & Associates (California)'s portfolio in Q2 2026, its #50 holding.
  • Mason & Associates (California) first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Mason & Associates (California)'s ExxonMobil position peaked at $2.43M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.