McLean Asset Management’s ExxonMobil XOM Stock Holding History

McLean Asset Management’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	$954K	Buy	5,625 +73	+1%	+$10.7K	0.17%	56
2025 Q4	$723K	Buy	5,552 +48	+0.9%	+$5.57K	0.13%	73
2025 Q3	$629K	Buy	5,504 +176	+3%	+$19.6K	0.13%	82
2025 Q2	$592K	Sell	5,328 -594	-10%	-$63.5K	0.16%	75
2025 Q1	$597K	Sell	5,922 -3,342	-36%	-$370K	0.2%	64
2024 Q4	$997K	Buy	9,264 +3,686	+66%	+$431K	0.3%	44
2024 Q3	$696K	Sell	5,578 -10	-0.2%	-$1.16K	0.21%	63
2024 Q2	$625K	Buy	5,588 +188	+3%	+$21.9K	0.2%	62
2024 Q1	$654K	Buy	5,400 +63	+1%	+$6.59K	0.22%	60
2023 Q4	$548K	Buy	5,337 +46	+0.9%	+$4.83K	0.21%	60
2023 Q3	$584K	Buy	5,291 +461	+10%	+$50.6K	0.24%	56
2023 Q2	$518K	Sell	4,830 -2,348	-33%	-$256K	0.2%	60
2023 Q1	$787K	Sell	7,178 -1,979	-22%	-$219K	0.32%	43
2022 Q4	$1.01M	Sell	9,157 -3,217	-26%	-$345K	0.34%	36
2022 Q3	$1.25M	Sell	12,374 -75	-0.6%	-$6.85K	0.48%	28
2022 Q2	$1.04M	Buy	12,449 +230	+2%	+$20.7K	0.41%	28
2022 Q1	$1.01M	Buy	12,219 +176	+1%	+$13.7K	0.75%	24
2021 Q4	$857K	Sell	12,043 -113	-0.9%	-$7.06K	0.33%	36
2021 Q3	$800K	Buy	12,156 +378	+3%	+$21.5K	0.31%	38
2021 Q2	$675K	Buy	11,778 +86	+0.7%	+$5.13K	0.3%	39
2021 Q1	$660K	Buy	11,692 +111	+1%	+$5.82K	0.52%	34
2020 Q4	$477K	Buy	+11,581	New	+$434K	0.42%	38

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

McLean Asset Management's XOM Position: Q1 2026 in Review

McLean Asset Management increased its ExxonMobil (XOM) stake by 1.3% in Q1 2026, buying an estimated $10.7K and bringing the position to 5,625 shares worth $954K. The position accounts for 0.17% of the portfolio, ranked #56.

McLean Asset Management first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.25M in Q3 2022. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

McLean Asset Management held 5,625 shares of ExxonMobil worth $954K as of Q1 2026.
McLean Asset Management bought 73 ExxonMobil shares in Q1 2026, an estimated $10.7K.
ExxonMobil made up 0.17% of McLean Asset Management's portfolio in Q1 2026, its #56 holding.
McLean Asset Management first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
McLean Asset Management's ExxonMobil position peaked at $1.25M in Q3 2022.
4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.