Modera Wealth Management’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 | $12.8M | Buy |
75,438
+2,743
| +4% | +$400K | 0.15% | 109 |
|
|
2025
Q4 | $8.75M | Buy |
72,695
+1,047
| +1% | +$121K | 0.1% | 136 |
|
|
2025
Q3 | $8.08M | Sell |
71,648
-3,726
| -5% | -$414K | 0.09% | 144 |
|
|
2025
Q2 | $8.13M | Buy |
75,374
+1,950
| +3% | +$208K | 0.1% | 140 |
|
|
2025
Q1 | $8.73M | Sell |
73,424
-792
| -1% | -$87.6K | 0.12% | 133 |
|
|
2024
Q4 | $7.98M | Buy |
74,216
+813
| +1% | +$95.1K | 0.1% | 137 |
|
|
2024
Q3 | $8.6M | Buy |
73,403
+3,162
| +5% | +$365K | 0.11% | 123 |
|
|
2024
Q2 | $8.09M | Buy |
70,241
+437
| +0.6% | +$50.9K | 0.12% | 125 |
|
|
2024
Q1 | $8.11M | Buy |
69,804
+3,382
| +5% | +$354K | 0.12% | 125 |
|
|
2023
Q4 | $6.64M | Buy |
66,422
+365
| +0.6% | +$38.4K | 0.11% | 127 |
|
|
2023
Q3 | $7.77M | Sell |
66,057
-9,632
| -13% | -$1.06M | 0.15% | 118 |
|
|
2023
Q2 | $8.12M | Buy |
75,689
+40,500
| +115% | +$4.42M | 0.15% | 117 |
|
|
2023
Q1 | $3.86M | Buy |
35,189
+1,585
| +5% | +$175K | 0.15% | 70 |
|
|
2022
Q4 | $3.71M | Buy |
33,604
+1,002
| +3% | +$107K | 0.15% | 69 |
|
|
2022
Q3 | $2.85M | Sell |
32,602
-859
| -3% | -$78.4K | 0.14% | 75 |
|
|
2022
Q2 | $2.87M | Buy |
33,461
+445
| +1% | +$40.1K | 0.14% | 77 |
|
|
2022
Q1 | $2.73M | Sell |
33,016
-1,414
| -4% | -$110K | 0.12% | 85 |
|
|
2021
Q4 | $2.11M | Buy |
34,430
+5,153
| +18% | +$322K | 0.08% | 116 |
|
|
2021
Q3 | $1.72M | Buy |
29,277
+609
| +2% | +$34.7K | 0.09% | 76 |
|
|
2021
Q2 | $1.81M | Sell |
28,668
-1,379
| -5% | -$82.3K | 0.1% | 72 |
|
|
2021
Q1 | $1.68M | Sell |
30,047
-2,601
| -8% | -$136K | 0.11% | 68 |
|
|
2020
Q4 | $1.34M | Buy |
32,648
+2,186
| +7% | +$82K | 0.11% | 77 |
|
|
2020
Q3 | $1.05M | Buy |
30,462
+7
| +0% | +$286 | 0.16% | 54 |
|
|
2020
Q2 | $1.36M | Sell |
30,455
-3,878
| -11% | -$174K | 0.22% | 43 |
|
|
2020
Q1 | $1.3M | Buy |
34,333
+2,389
| +7% | +$132K | 0.27% | 42 |
|
|
2019
Q4 | $2.23M | Buy |
31,944
+1,030
| +3% | +$71.2K | 0.35% | 27 |
|
|
2019
Q3 | $2.18M | Buy |
30,914
+998
| +3% | +$72.2K | 0.36% | 26 |
|
|
2019
Q2 | $2.29M | Buy |
29,916
+2,184
| +8% | +$169K | 0.42% | 27 |
|
|
2019
Q1 | $2.24M | Buy |
27,732
+2,279
| +9% | +$174K | 0.42% | 29 |
|
|
2018
Q4 | $1.74M | Sell |
25,453
-3,261
| -11% | -$256K | 0.34% | 30 |
|
|
2018
Q3 | $2.44M | Buy |
28,714
+3,367
| +13% | +$275K | 0.49% | 25 |
|
|
2018
Q2 | $2.1M | Buy |
25,347
+692
| +3% | +$55.1K | 0.44% | 24 |
|
|
2018
Q1 | $1.84M | Buy |
24,655
+128
| +0.5% | +$10.2K | 0.38% | 24 |
|
|
2017
Q4 | $2.05M | Sell |
24,527
-620
| -2% | -$51.3K | 0.44% | 23 |
|
|
2017
Q3 | $2.06M | Sell |
25,147
-2,828
| -10% | -$225K | 0.46% | 21 |
|
|
2017
Q2 | $2.26M | Buy |
27,975
+333
| +1% | +$27.2K | 0.55% | 19 |
|
|
2017
Q1 | $2.27M | Buy |
27,642
+203
| +0.7% | +$17K | 0.57% | 18 |
|
|
2016
Q4 | $2.48M | Buy |
27,439
+2,037
| +8% | +$178K | 0.84% | 14 |
|
|
2016
Q3 | $2.17M | Buy |
25,402
+71
| +0.3% | +$6.3K | 0.73% | 14 |
|
|
2016
Q2 | $2.37M | Buy |
25,331
+1,197
| +5% | +$106K | 0.83% | 13 |
|
|
2016
Q1 | $2.02M | Buy |
24,134
+9,931
| +70% | +$795K | 0.7% | 16 |
|
|
2015
Q4 | $1.11M | Buy |
14,203
+2,718
| +24% | +$217K | 0.44% | 21 |
|
|
2015
Q3 | $854K | Sell |
11,485
-1,894
| -14% | -$146K | 0.36% | 24 |
|
|
2015
Q2 | $1.11M | Sell |
13,379
-191
| -1% | -$16.4K | 0.44% | 23 |
|
|
2015
Q1 | $1.15M | Sell |
13,570
-531
| -4% | -$47.1K | 0.45% | 25 |
|
|
2014
Q4 | $1.3M | Sell |
14,101
-1,863
| -12% | -$174K | 0.51% | 24 |
|
|
2014
Q3 | $1.5M | Buy |
15,964
+1,383
| +9% | +$138K | 0.64% | 20 |
|
|
2014
Q2 | $1.47M | Buy |
14,581
+2,727
| +23% | +$275K | 0.67% | 20 |
|
|
2014
Q1 | $1.16M | Sell |
11,854
-9,081
| -43% | -$866K | 0.46% | 23 |
|
|
2013
Q4 | $2.12M | Buy |
20,935
+2,690
| +15% | +$249K | 0.81% | 19 |
|
|
2013
Q3 | $1.57M | Sell |
18,245
-324
| -2% | -$29.2K | 0.75% | 15 |
|
|
2013
Q2 | $1.68M | Buy |
+18,569
| New | +$1.67M | 0.86% | 15 |
|
Other funds holding XOM
VCM
VPM
Modera Wealth Management's XOM Position: Q1 2026 in Review
Modera Wealth Management increased its ExxonMobil (XOM) stake by 3.8% in Q1 2026, buying an estimated $400K and bringing the position to 75,438 shares worth $12.8M. The position accounts for 0.15% of the portfolio, ranked #109.
Modera Wealth Management 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.
- Modera Wealth Management held 75,438 shares of ExxonMobil worth $12.8M as of Q1 2026.
- Modera Wealth Management bought 2,743 ExxonMobil shares in Q1 2026, an estimated $400K.
- ExxonMobil made up 0.15% of Modera Wealth Management's portfolio in Q1 2026, its #109 holding.
- Modera Wealth Management 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 Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.