McDaniel Terry & Co’s ExxonMobil XOM Stock Holding History

McDaniel Terry & Co’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	$9.99M	Hold	58,887	–	–	0.85%	29
2025 Q4	$7.09M	Sell	58,887 -62	-0.1%	-$7.19K	0.62%	32
2025 Q3	$6.65M	Sell	58,949 -127	-0.2%	-$14.1K	0.54%	32
2025 Q2	$6.37M	Hold	59,076	–	–	0.52%	33
2025 Q1	$7.03M	Sell	59,076 -16,257	-22%	-$1.8M	0.61%	33
2024 Q4	$8.1M	Buy	75,333 +21,501	+40%	+$2.52M	0.66%	33
2024 Q3	$6.31M	Sell	53,832 -1,554	-3%	-$179K	0.53%	33
2024 Q2	$6.38M	Buy	55,386 +444	+0.8%	+$51.7K	0.56%	34
2024 Q1	$6.39M	Buy	54,942 +19	+0%	+$1.99K	0.57%	34
2023 Q4	$5.49M	Sell	54,923 -40	-0.1%	-$4.2K	0.53%	34
2023 Q3	$6.46M	Buy	54,963 +4,700	+9%	+$516K	0.67%	35
2023 Q2	$5.39M	Buy	50,263 +892	+2%	+$97.3K	0.55%	32
2023 Q1	$5.41M	Hold	49,371	–	–	0.59%	33
2022 Q4	$5.45M	Sell	49,371 -892	-2%	-$95.6K	0.63%	33
2022 Q3	$4.39M	Buy	50,263 +100	+0.2%	+$9.13K	0.57%	33
2022 Q2	$4.3M	Buy	50,163 +2,265	+5%	+$204K	0.53%	34
2022 Q1	$3.96M	Hold	47,898	–	–	0.43%	34
2021 Q4	$2.93M	Buy	47,898 +1,432	+3%	+$89.5K	0.29%	37
2021 Q3	$2.73M	Hold	46,466	–	–	0.32%	33
2021 Q2	$2.93M	Sell	46,466 -265	-0.6%	-$15.8K	0.34%	32
2021 Q1	$2.61M	Hold	46,731	–	–	0.32%	32
2020 Q4	$1.93M	Sell	46,731 -638	-1%	-$23.9K	0.24%	32
2020 Q3	$1.63M	Sell	47,369 -1,367	-3%	-$55.9K	0.23%	32
2020 Q2	$2.18M	Sell	48,736 -4,797	-9%	-$215K	0.33%	33
2020 Q1	$2.03M	Sell	53,533 -6,262	-10%	-$346K	0.37%	28
2019 Q4	$4.17M	Sell	59,795 -3,827	-6%	-$265K	0.62%	28
2019 Q3	$4.49M	Buy	63,622 +23,147	+57%	+$1.67M	0.72%	28
2019 Q2	$3.1M	Sell	40,475 -5,233	-11%	-$405K	0.51%	28
2019 Q1	$3.69M	Buy	45,708 +372	+0.8%	+$28.4K	0.63%	27
2018 Q4	$3.09M	Sell	45,336 -1,803	-4%	-$141K	0.6%	28
2018 Q3	$4.01M	Sell	47,139 -1,709	-3%	-$140K	0.68%	26
2018 Q2	$4.04M	Sell	48,848 -1,079	-2%	-$86K	0.74%	26
2018 Q1	$3.73M	Sell	49,927 -458	-0.9%	-$36.6K	0.68%	27
2017 Q4	$4.21M	Sell	50,385 -1,004	-2%	-$83K	0.75%	27
2017 Q3	$4.21M	Sell	51,389 -3,178	-6%	-$252K	0.8%	27
2017 Q2	$4.41M	Sell	54,567 -2,426	-4%	-$198K	0.85%	28
2017 Q1	$4.67M	Sell	56,993 -1,180	-2%	-$98.6K	0.92%	27
2016 Q4	$5.25M	Buy	58,173 +1,063	+2%	+$92.9K	1.09%	25
2016 Q3	$4.99M	Sell	57,110 -396	-0.7%	-$35.1K	1.07%	25
2016 Q2	$5.39M	Buy	57,506 +20,867	+57%	+$1.85M	1.21%	24
2016 Q1	$3.06M	Sell	36,639 -118	-0.3%	-$9.45K	0.72%	26
2015 Q4	$2.87M	Buy	36,757 +1	+0%	+$80	0.75%	25
2015 Q3	$2.73M	Buy	36,756 +4,611	+14%	+$355K	0.76%	25
2015 Q2	$2.67M	Sell	32,145 -7,910	-20%	-$680K	0.67%	26
2015 Q1	$3.4M	Buy	40,055 +280	+0.7%	+$24.8K	0.83%	26
2014 Q4	$3.68M	Buy	39,775 +200	+0.5%	+$18.7K	0.87%	26
2014 Q3	$3.72M	Sell	39,575 -106	-0.3%	-$10.6K	0.89%	26
2014 Q2	$4M	Buy	39,681 +400	+1%	+$40.3K	0.95%	26
2014 Q1	$3.84M	Hold	39,281	–	–	0.97%	26
2013 Q4	$3.98M	Sell	39,281 -270	-0.7%	-$25K	1%	26
2013 Q3	$3.4M	Sell	39,551 -305	-0.8%	-$27.5K	0.93%	28
2013 Q2	$3.6M	Buy	+39,856	New	+$3.59M	1.07%	27

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

McDaniel Terry & Co's XOM Position: Q1 2026 in Review

McDaniel Terry & Co held its ExxonMobil (XOM) position steady in Q1 2026 at 58,887 shares worth $9.99M. The position accounts for 0.85% of the portfolio, ranked #29.

McDaniel Terry & Co first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

McDaniel Terry & Co held 58,887 shares of ExxonMobil worth $9.99M as of Q1 2026.
McDaniel Terry & Co left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.85% of McDaniel Terry & Co's portfolio in Q1 2026, its #29 holding.
McDaniel Terry & Co first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.