Monte Financial Group’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 | $2.28M | Sell |
13,451
-300
| -2% | -$43.8K | 0.81% | 40 |
|
|
2025
Q4 | $1.65M | Buy |
13,751
+8,757
| +175% | +$1.02M | 0.62% | 51 |
|
|
2025
Q3 | $563K | Hold |
4,994
| – | – | 0.21% | 75 |
|
|
2025
Q2 | $538K | Hold |
4,994
| – | – | 0.21% | 74 |
|
|
2025
Q1 | $534K | Sell |
4,994
-500
| -9% | -$55.3K | 0.23% | 70 |
|
|
2024
Q4 | $591K | Hold |
5,494
| – | – | 0.25% | 69 |
|
|
2024
Q3 | $644K | Hold |
5,494
| – | – | 0.27% | 69 |
|
|
2024
Q2 | $632K | Hold |
5,494
| – | – | 0.28% | 69 |
|
|
2024
Q1 | $639K | Hold |
5,494
| – | – | 0.28% | 67 |
|
|
2023
Q4 | $549K | Sell |
5,494
-10
| -0.2% | -$1.05K | 0.26% | 66 |
|
|
2023
Q3 | $647K | Sell |
5,504
-525
| -9% | -$57.6K | 0.33% | 67 |
|
|
2023
Q2 | $647K | Sell |
6,029
-713
| -11% | -$77.8K | 0.32% | 66 |
|
|
2023
Q1 | $739K | Sell |
6,742
-171
| -2% | -$18.9K | 0.39% | 57 |
|
|
2022
Q4 | $763K | Buy |
6,913
+200
| +3% | +$21.4K | 0.39% | 50 |
|
|
2022
Q3 | $586K | Sell |
6,713
-902
| -12% | -$82.3K | 0.36% | 56 |
|
|
2022
Q2 | $652K | Sell |
7,615
-267
| -3% | -$24.1K | 0.38% | 46 |
|
|
2022
Q1 | $651K | Sell |
7,882
-1,279
| -14% | -$99.4K | 0.35% | 57 |
|
|
2021
Q4 | $561K | Sell |
9,161
-9
| -0.1% | -$562 | 0.3% | 65 |
|
|
2021
Q3 | $539K | Sell |
9,170
-23
| -0.3% | -$1.31K | 0.31% | 59 |
|
|
2021
Q2 | $580K | Buy |
+9,193
| New | +$549K | 0.33% | 57 |
|
|
2020
Q4 | – | Sell |
-6,227
| Closed | -$214K | – | 63 |
|
|
2020
Q3 | $214K | Sell |
6,227
-3,022
| -33% | -$124K | 0.16% | 56 |
|
|
2020
Q2 | $414K | Sell |
9,249
-1,935
| -17% | -$86.8K | 0.33% | 53 |
|
|
2020
Q1 | $425K | Sell |
11,184
-41,612
| -79% | -$2.3M | 0.41% | 49 |
|
|
2019
Q4 | $3.68M | Buy |
52,796
+2,372
| +5% | +$164K | 2.71% | 12 |
|
|
2019
Q3 | $3.56M | Buy |
50,424
+6,787
| +16% | +$491K | 2.87% | 7 |
|
|
2019
Q2 | $3.34M | Buy |
43,637
+888
| +2% | +$68.7K | 2.84% | 12 |
|
|
2019
Q1 | $3.45M | Buy |
42,749
+1,245
| +3% | +$94.9K | 3.03% | 10 |
|
|
2018
Q4 | $2.83M | Buy |
41,504
+1,265
| +3% | +$99.2K | 2.99% | 12 |
|
|
2018
Q3 | $3.42M | Buy |
40,239
+521
| +1% | +$42.6K | 3.2% | 7 |
|
|
2018
Q2 | $3.29M | Sell |
39,718
-1,492
| -4% | -$119K | 3.35% | 6 |
|
|
2018
Q1 | $3.08M | Buy |
41,210
+7,416
| +22% | +$593K | 3.21% | 7 |
|
|
2017
Q4 | $2.83M | Buy |
+33,794
| New | +$2.79M | 2.87% | 11 |
|
Other funds holding XOM
VCM
VPM
Monte Financial Group's XOM Position: Q1 2026 in Review
Monte Financial Group reduced its ExxonMobil (XOM) stake by 2.2% in Q1 2026, selling an estimated $43.8K and leaving 13,451 shares worth $2.28M. The position accounts for 0.81% of the portfolio, ranked #40.
Monte Financial Group first reported a position in XOM in Q4 2017 and has held it in 32 quarters since. The position peaked at $3.68M in Q4 2019. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Monte Financial Group held 13,451 shares of ExxonMobil worth $2.28M as of Q1 2026.
- Monte Financial Group sold 300 ExxonMobil shares in Q1 2026, an estimated $43.8K.
- ExxonMobil made up 0.81% of Monte Financial Group's portfolio in Q1 2026, its #40 holding.
- Monte Financial Group first reported a position in ExxonMobil in Q4 2017 and has held it in 32 quarters since.
- Monte Financial Group's ExxonMobil position peaked at $3.68M in Q4 2019.
- 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.