Michael J. Puzo’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.59M Sell
32,971
-4,665
-12% -$681K 1.63% 26
2025
Q4
$4.53M Sell
37,636
-58
-0.2% -$6.73K 1.23% 29
2025
Q3
$4.25M Sell
37,694
-120
-0.3% -$13.3K 1.16% 30
2025
Q2
$4.08M Sell
37,814
-1,165
-3% -$125K 1.16% 29
2025
Q1
$4.64M Sell
38,979
-10
-0% -$1.11K 1.33% 30
2024
Q4
$4.19M Sell
38,989
-25
-0.1% -$2.92K 1.17% 31
2024
Q3
$4.57M Sell
39,014
-15
-0% -$1.73K 1.2% 32
2024
Q2
$4.49M Sell
39,029
-600
-2% -$69.9K 1.25% 28
2024
Q1
$4.61M Buy
39,629
+3,498
+10% +$366K 1.28% 28
2023
Q4
$3.61M Sell
36,131
-265
-0.7% -$27.9K 1.15% 31
2023
Q3
$4.28M Sell
36,396
-625
-2% -$68.6K 1.45% 28
2023
Q2
$3.97M Sell
37,021
-280
-0.8% -$30.6K 1.26% 31
2023
Q1
$4.09M Sell
37,301
-2,094
-5% -$232K 1.36% 30
2022
Q4
$4.35M Sell
39,395
-1,315
-3% -$141K 1.57% 27
2022
Q3
$3.55M Sell
40,710
-25
-0.1% -$2.28K 1.35% 29
2022
Q2
$3.49M Sell
40,735
-975
-2% -$87.9K 1.24% 30
2022
Q1
$3.44M Sell
41,710
-200
-0.5% -$15.5K 1.04% 35
2021
Q4
$2.56M Buy
41,910
+135
+0.3% +$8.44K 0.72% 39
2021
Q3
$2.46M Sell
41,775
-190
-0.5% -$10.8K 0.78% 39
2021
Q2
$2.65M Sell
41,965
-2,775
-6% -$166K 0.82% 38
2021
Q1
$2.5M Sell
44,740
-2,160
-5% -$113K 0.8% 38
2020
Q4
$1.93M Sell
46,900
-2,955
-6% -$111K 0.63% 39
2020
Q3
$1.71M Sell
49,855
-8,016
-14% -$328K 0.61% 40
2020
Q2
$2.59M Buy
57,871
+870
+2% +$39K 0.97% 35
2020
Q1
$2.16M Buy
57,001
+200
+0.4% +$11K 0.95% 36
2019
Q4
$3.96M Sell
56,801
-660
-1% -$45.6K 1.42% 30
2019
Q3
$4.06M Buy
57,461
+3,433
+6% +$248K 1.53% 27
2019
Q2
$4.14M Sell
54,028
-1,032
-2% -$79.9K 1.54% 26
2019
Q1
$4.45M Sell
55,060
-2,685
-5% -$205K 1.73% 24
2018
Q4
$3.94M Sell
57,745
-13,515
-19% -$1.06M 1.75% 25
2018
Q3
$6.06M Sell
71,260
-1,042
-1% -$85.2K 2.29% 20
2018
Q2
$5.98M Sell
72,302
-2,110
-3% -$168K 2.53% 17
2018
Q1
$5.55M Sell
74,412
-3,982
-5% -$318K 2.37% 19
2017
Q4
$6.56M Buy
78,394
+14,039
+22% +$1.16M 2.7% 16
2017
Q3
$5.28M Sell
64,355
-1,388
-2% -$110K 2.75% 15
2017
Q2
$5.31M Buy
65,743
+160
+0.2% +$13.1K 2.86% 15
2017
Q1
$5.38M Sell
65,583
-965
-1% -$80.6K 2.99% 12
2016
Q4
$6.01M Buy
66,548
+1,530
+2% +$134K 3.47% 7
2016
Q3
$5.67M Buy
65,018
+7,236
+13% +$642K 3.27% 10
2016
Q2
$5.42M Hold
57,782
3.57% 6
2016
Q1
$4.83M Buy
57,782
+1,962
+4% +$157K 3.2% 9
2015
Q4
$4.35M Buy
55,820
+1,017
+2% +$81.3K 3.04% 11
2015
Q3
$4.08M Buy
54,803
+496
+0.9% +$38.2K 2.9% 10
2015
Q2
$4.52M Sell
54,307
-170
-0.3% -$14.6K 2.91% 7
2015
Q1
$4.63M Sell
54,477
-2,700
-5% -$239K 2.96% 8
2014
Q4
$5.29M Sell
57,177
-2,843
-5% -$265K 3.47% 7
2014
Q3
$5.64M Buy
60,020
+795
+1% +$79.2K 3.87% 2
2014
Q2
$5.96M Buy
59,225
+131
+0.2% +$13.2K 4.14% 2
2014
Q1
$5.77M Sell
59,094
-812
-1% -$77.4K 4.15% 2
2013
Q4
$6.06M Buy
59,906
+1,345
+2% +$124K 4.42% 2
2013
Q3
$5.04M Buy
58,561
+1,281
+2% +$115K 4.21% 2
2013
Q2
$5.17M Buy
+57,280
New +$5.15M 4.54% 2

Other funds holding XOM

Michael J. Puzo's XOM Position: Q1 2026 in Review

Michael J. Puzo reduced its ExxonMobil (XOM) stake by 12% in Q1 2026, selling an estimated $681K and leaving 32,971 shares worth $5.59M. The position accounts for 1.63% of the portfolio, ranked #26.

Michael J. Puzo first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.56M in Q4 2017. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Michael J. Puzo held 32,971 shares of ExxonMobil worth $5.59M as of Q1 2026.
  • Michael J. Puzo sold 4,665 ExxonMobil shares in Q1 2026, an estimated $681K.
  • ExxonMobil made up 1.63% of Michael J. Puzo's portfolio in Q1 2026, its #26 holding.
  • Michael J. Puzo first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • Michael J. Puzo's ExxonMobil position peaked at $6.56M in Q4 2017.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.