Middleton & Co’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 | $19.7M | Buy |
115,826
+1,427
| +1% | +$208K | 2.24% | 10 |
|
|
2025
Q4 | $13.8M | Buy |
114,399
+255
| +0.2% | +$29.6K | 1.46% | 20 |
|
|
2025
Q3 | $12.9M | Sell |
114,144
-2,725
| -2% | -$303K | 1.39% | 19 |
|
|
2025
Q2 | $12.6M | Sell |
116,869
-5,741
| -5% | -$614K | 1.42% | 21 |
|
|
2025
Q1 | $14.6M | Sell |
122,610
-5,170
| -4% | -$572K | 1.7% | 17 |
|
|
2024
Q4 | $13.7M | Sell |
127,780
-562
| -0.4% | -$65.7K | 1.52% | 20 |
|
|
2024
Q3 | $15M | Buy |
128,342
+1,205
| +0.9% | +$139K | 1.66% | 21 |
|
|
2024
Q2 | $14.6M | Sell |
127,137
-3,197
| -2% | -$372K | 1.7% | 19 |
|
|
2024
Q1 | $15.2M | Buy |
130,334
+4,484
| +4% | +$469K | 1.75% | 17 |
|
|
2023
Q4 | $12.6M | Buy |
125,850
+1,374
| +1% | +$144K | 1.57% | 20 |
|
|
2023
Q3 | $14.6M | Buy |
124,476
+1,436
| +1% | +$158K | 2.02% | 11 |
|
|
2023
Q2 | $13.2M | Sell |
123,040
-619
| -0.5% | -$67.5K | 1.75% | 15 |
|
|
2023
Q1 | $13.6M | Sell |
123,659
-770
| -0.6% | -$85.2K | 1.95% | 14 |
|
|
2022
Q4 | $13.7M | Sell |
124,429
-2,895
| -2% | -$310K | 2.03% | 14 |
|
|
2022
Q3 | $11.1M | Buy |
127,324
+334
| +0.3% | +$30.5K | 1.69% | 16 |
|
|
2022
Q2 | $10.9M | Sell |
126,990
-1,558
| -1% | -$141K | 1.39% | 26 |
|
|
2022
Q1 | $10.6M | Buy |
128,548
+338
| +0.3% | +$26.3K | 1.13% | 30 |
|
|
2021
Q4 | $7.84M | Sell |
128,210
-293
| -0.2% | -$18.3K | 0.76% | 47 |
|
|
2021
Q3 | $7.56M | Buy |
128,503
+1,255
| +1% | +$71.5K | 0.81% | 42 |
|
|
2021
Q2 | $8.03M | Sell |
127,248
-7,885
| -6% | -$471K | 0.87% | 41 |
|
|
2021
Q1 | $7.54M | Buy |
135,133
+43,289
| +47% | +$2.27M | 0.85% | 42 |
|
|
2020
Q4 | $3.79M | Sell |
91,844
-21,601
| -19% | -$810K | 0.45% | 55 |
|
|
2020
Q3 | $3.9M | Sell |
113,445
-2,984
| -3% | -$122K | 0.52% | 52 |
|
|
2020
Q2 | $5.21M | Sell |
116,429
-2,061
| -2% | -$92.4K | 0.75% | 43 |
|
|
2020
Q1 | $4.5M | Sell |
118,490
-14,764
| -11% | -$815K | 0.79% | 42 |
|
|
2019
Q4 | $9.3M | Sell |
133,254
-6,022
| -4% | -$416K | 1.32% | 28 |
|
|
2019
Q3 | $9.83M | Buy |
139,276
+271
| +0.2% | +$19.6K | 1.52% | 24 |
|
|
2019
Q2 | $10.7M | Sell |
139,005
-4,185
| -3% | -$324K | 1.65% | 20 |
|
|
2019
Q1 | $11.6M | Buy |
143,190
+1,116
| +0.8% | +$85.1K | 1.86% | 13 |
|
|
2018
Q4 | $9.69M | Sell |
142,074
-8,632
| -6% | -$677K | 1.78% | 15 |
|
|
2018
Q3 | $12.8M | Buy |
150,706
+1,165
| +0.8% | +$95.3K | 2% | 12 |
|
|
2018
Q2 | $12.4M | Sell |
149,541
-3,174
| -2% | -$253K | 2.12% | 10 |
|
|
2018
Q1 | $11.4M | Sell |
152,715
-12,968
| -8% | -$1.04M | 2.04% | 10 |
|
|
2017
Q4 | $13.9M | Sell |
165,683
-1,152
| -0.7% | -$95.3K | 2.33% | 8 |
|
|
2017
Q3 | $13.7M | Buy |
166,835
+6,344
| +4% | +$504K | 2.47% | 6 |
|
|
2017
Q2 | $13M | Sell |
160,491
-4,874
| -3% | -$399K | 2.76% | 3 |
|
|
2017
Q1 | $13.6M | Sell |
165,365
-7,493
| -4% | -$626K | 2.97% | 3 |
|
|
2016
Q4 | $15.6M | Buy |
172,858
+948
| +0.6% | +$82.8K | 3.52% | 2 |
|
|
2016
Q3 | $15M | Sell |
171,910
-743
| -0.4% | -$65.9K | 3.36% | 2 |
|
|
2016
Q2 | $16.2M | Buy |
172,653
+84
| +0% | +$7.43K | 3.72% | 2 |
|
|
2016
Q1 | $14.4M | Sell |
172,569
-5,096
| -3% | -$408K | 3.34% | 3 |
|
|
2015
Q4 | $13.8M | Buy |
177,665
+6,639
| +4% | +$531K | 3.09% | 3 |
|
|
2015
Q3 | $12.7M | Buy |
171,026
+2,717
| +2% | +$209K | 3.02% | 4 |
|
|
2015
Q2 | $14M | Sell |
168,309
-2,021
| -1% | -$174K | 3.03% | 3 |
|
|
2015
Q1 | $14.5M | Sell |
170,330
-3,787
| -2% | -$336K | 3.16% | 2 |
|
|
2014
Q4 | $16.1M | Sell |
174,117
-1,780
| -1% | -$166K | 3.6% | 1 |
|
|
2014
Q3 | $16.5M | Sell |
175,897
-3,294
| -2% | -$328K | 3.89% | 1 |
|
|
2014
Q2 | $18M | Sell |
179,191
-637
| -0.4% | -$64.3K | 4.1% | 1 |
|
|
2014
Q1 | $17.6M | Sell |
179,828
-10,391
| -5% | -$990K | 4.09% | 1 |
|
|
2013
Q4 | $19.3M | Sell |
190,219
-3,737
| -2% | -$346K | 5.04% | 1 |
|
|
2013
Q3 | $16.7M | Buy |
193,956
+572
| +0.3% | +$51.6K | 4.39% | 1 |
|
|
2013
Q2 | $17.5M | Buy |
+193,384
| New | +$17.4M | 5.13% | 1 |
|
Other funds holding XOM
VCM
VPM
Middleton & Co's XOM Position: Q1 2026 in Review
Middleton & Co increased its ExxonMobil (XOM) stake by 1.2% in Q1 2026, buying an estimated $208K and bringing the position to 115,826 shares worth $19.7M. The position accounts for 2.24% of the portfolio, ranked #10.
Middleton & Co first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Middleton & Co held 115,826 shares of ExxonMobil worth $19.7M as of Q1 2026.
- Middleton & Co bought 1,427 ExxonMobil shares in Q1 2026, an estimated $208K.
- ExxonMobil made up 2.24% of Middleton & Co's portfolio in Q1 2026, its #10 holding.
- Middleton & Co first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
- 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.