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McKinley Carter Wealth Services’s ExxonMobil XOM Stock Holding History

McKinley Carter Wealth Services’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 		$1.41M Sell
8,313
-2,341
-22% -$342K 0.08% 147
2025
Q4 		$1.28M Sell
10,654
-2,562
-19% -$297K 0.07% 154
2025
Q3 		$1.49M Sell
13,216
-695
-5% -$77.3K 0.08% 142
2025
Q2 		$1.5M Sell
13,911
-503
-3% -$53.8K 0.08% 137
2025
Q1 		$1.71M Sell
14,414
-146
-1% -$16.1K 0.11% 122
2024
Q4 		$1.57M Sell
14,560
-660
-4% -$77.2K 0.1% 132
2024
Q3 		$1.78M Sell
15,220
-144
-0.9% -$16.6K 0.11% 123
2024
Q2 		$1.77M Sell
15,364
-144
-0.9% -$16.8K 0.11% 118
2024
Q1 		$1.8M Buy
15,508
+2,190
+16% +$229K 0.12% 113
2023
Q4 		$1.33M Sell
13,318
-2,110
-14% -$222K 0.1% 130
2023
Q3 		$1.81M Buy
15,428
+1,471
+11% +$161K 0.14% 106
2023
Q2 		$1.5M Sell
13,957
-1,769
-11% -$193K 0.11% 128
2023
Q1 		$1.72M Buy
15,726
+2,198
+16% +$243K 0.13% 107
2022
Q4 		$1.49M Buy
13,528
+518
+4% +$55.5K 0.13% 118
2022
Q3 		$1.14M Sell
13,010
-1,599
-11% -$146K 0.11% 122
2022
Q2 		$1.25M Buy
14,609
+5,081
+53% +$458K 0.11% 121
2022
Q1 		$787K Buy
9,528
+395
+4% +$30.7K 0.06% 161
2021
Q4 		$559K Sell
9,133
-1,916
-17% -$120K 0.04% 184
2021
Q3 		$650K Sell
11,049
-1,309
-11% -$74.6K 0.05% 167
2021
Q2 		$780K Buy
12,358
+4
+0% +$239 0.06% 156
2021
Q1 		$690K Buy
12,354
+4,612
+60% +$242K 0.06% 165
2020
Q4 		$319K Buy
7,742
+358
+5% +$13.4K 0.04% 207
2020
Q3 		$253K Sell
7,384
-2,143
-22% -$87.6K 0.06% 128
2020
Q2 		$426K Sell
9,527
-13,818
-59% -$620K 0.1% 100
2020
Q1 		$886K Sell
23,345
-9,289
-28% -$513K 0.27% 72
2019
Q4 		$2.28M Sell
32,634
-2,872
-8% -$199K 0.53% 46
2019
Q3 		$2.51M Buy
35,506
+1,490
+4% +$108K 0.64% 41
2019
Q2 		$2.61M Buy
34,016
+755
+2% +$58.4K 0.7% 39
2019
Q1 		$2.69M Sell
33,261
-702
-2% -$53.5K 0.75% 35
2018
Q4 		$2.32M Buy
33,963
+979
+3% +$76.8K 0.76% 39
2018
Q3 		$2.8M Sell
32,984
-994
-3% -$81.3K 0.83% 33
2018
Q2 		$2.81M Sell
33,978
-2,591
-7% -$206K 0.9% 27
2018
Q1 		$2.73M Buy
36,569
+1,301
+4% +$104K 0.89% 27
2017
Q4 		$2.95M Sell
35,268
-2,045
-5% -$169K 1.01% 21
2017
Q3 		$3.06M Buy
37,313
+2,220
+6% +$176K 1.17% 16
2017
Q2 		$2.83M Sell
35,093
-649
-2% -$53.1K 1.25% 19
2017
Q1 		$2.93M Buy
35,742
+381
+1% +$31.8K 1.36% 15
2016
Q4 		$3.19M Sell
35,361
-667
-2% -$58.3K 1.61% 12
2016
Q3 		$3.15M Sell
36,028
-503
-1% -$44.6K 1.62% 12
2016
Q2 		$3.42M Sell
36,531
-142
-0.4% -$12.6K 1.78% 11
2016
Q1 		$3.07M Buy
36,673
+684
+2% +$54.8K 1.7% 10
2015
Q4 		$2.81M Buy
35,989
+3,952
+12% +$316K 1.61% 13
2015
Q3 		$2.38M Sell
32,037
-3,940
-11% -$304K 1.48% 14
2015
Q2 		$2.99M Buy
35,977
+1,334
+4% +$115K 1.62% 12
2015
Q1 		$2.94M Buy
34,643
+859
+3% +$76.2K 1.9% 11
2014
Q4 		$3.12M Buy
33,784
+17,064
+102% +$1.59M 2.44% 5
2014
Q3 		$1.57M Sell
16,720
-420
-2% -$41.8K 1.49% 16
2014
Q2 		$1.73M Buy
17,140
+489
+3% +$49.3K 1.82% 10
2014
Q1 		$1.63M Sell
16,651
-14,028
-46% -$1.34M 1.77% 11
2013
Q4 		$3.1M Sell
30,679
-3,402
-10% -$315K 3.02% 5
2013
Q3 		$2.93M Buy
34,081
+8,206
+32% +$740K 3.47% 6
2013
Q2 		$2.34M Buy
+25,875
New +$2.33M 3.53% 6

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

McKinley Carter Wealth Services's XOM Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its ExxonMobil (XOM) stake by 22% in Q1 2026, selling an estimated $342K and leaving 8,313 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #147.

McKinley Carter Wealth Services first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.42M in Q2 2016. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • McKinley Carter Wealth Services held 8,313 shares of ExxonMobil worth $1.41M as of Q1 2026.
  • McKinley Carter Wealth Services sold 2,341 ExxonMobil shares in Q1 2026, an estimated $342K.
  • ExxonMobil made up 0.08% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #147 holding.
  • McKinley Carter Wealth Services first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • McKinley Carter Wealth Services's ExxonMobil position peaked at $3.42M in Q2 2016.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.