Mount Yale Investment Advisors’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 | $65.8M | Buy |
387,890
+119,840
| +45% | +$17.5M | 1.53% | 7 |
|
|
2025
Q4 | $32.3M | Buy |
268,050
+198,834
| +287% | +$23.1M | 1.55% | 8 |
|
|
2025
Q3 | $7.8M | Buy |
69,216
+16,144
| +30% | +$1.79M | 0.54% | 39 |
|
|
2025
Q2 | $5.72M | Buy |
53,072
+806
| +2% | +$86.2K | 0.45% | 34 |
|
|
2025
Q1 | $6.22M | Sell |
52,266
-1,794
| -3% | -$198K | 0.53% | 25 |
|
|
2024
Q4 | $5.82M | Sell |
54,060
-39
| -0.1% | -$4.56K | 0.47% | 27 |
|
|
2024
Q3 | $6.34M | Sell |
54,099
-268
| -0.5% | -$30.9K | 0.61% | 24 |
|
|
2024
Q2 | $6.26M | Buy |
54,367
+395
| +0.7% | +$46K | 0.5% | 29 |
|
|
2024
Q1 | $6.27M | Buy |
53,972
+1,641
| +3% | +$172K | 0.48% | 36 |
|
|
2023
Q4 | $5.23M | Sell |
52,331
-2,286
| -4% | -$240K | 0.5% | 38 |
|
|
2023
Q3 | $6.42M | Buy |
54,617
+166
| +0.3% | +$18.2K | 0.7% | 17 |
|
|
2023
Q2 | $5.84M | Buy |
54,451
+24
| +0% | +$2.62K | 0.62% | 31 |
|
|
2023
Q1 | $5.97M | Sell |
54,427
-10
| -0% | -$1.11K | 0.67% | 29 |
|
|
2022
Q4 | $6M | Buy |
54,437
+16,653
| +44% | +$1.78M | 0.68% | 36 |
|
|
2022
Q3 | $3.3M | Sell |
37,784
-222
| -0.6% | -$20.3K | 0.44% | 54 |
|
|
2022
Q2 | $3.25M | Buy |
38,006
+978
| +3% | +$88.2K | 0.41% | 58 |
|
|
2022
Q1 | $3.06M | Sell |
37,028
-391
| -1% | -$30.4K | 0.33% | 68 |
|
|
2021
Q4 | $2.29M | Buy |
37,419
+652
| +2% | +$40.8K | 0.24% | 101 |
|
|
2021
Q3 | $2.16M | Sell |
36,767
-117,591
| -76% | -$6.7M | 0.25% | 96 |
|
|
2021
Q2 | $9.74M | Buy |
154,358
+120,098
| +351% | +$7.17M | 1.18% | 8 |
|
|
2021
Q1 | $1.91M | Sell |
34,260
-9,660
| -22% | -$506K | 0.25% | 89 |
|
|
2020
Q4 | $1.81M | Sell |
43,920
-942
| -2% | -$35.3K | 0.25% | 90 |
|
|
2020
Q3 | $1.54M | Buy |
44,862
+27,261
| +155% | +$1.11M | 0.22% | 101 |
|
|
2020
Q2 | $787K | Sell |
17,601
-3,873
| -18% | -$174K | 0.14% | 156 |
|
|
2020
Q1 | $815K | Buy |
21,474
+152
| +0.7% | +$8.39K | 0.18% | 123 |
|
|
2019
Q4 | $1.32M | Buy |
21,322
+1,951
| +10% | +$135K | 0.23% | 104 |
|
|
2019
Q3 | $1.34M | Buy |
19,371
+592
| +3% | +$42.8K | 0.24% | 99 |
|
|
2019
Q2 | $1.32M | Buy |
18,779
+336
| +2% | +$26K | 0.24% | 95 |
|
|
2019
Q1 | $1.49M | Sell |
18,443
-1,636
| -8% | -$125K | 0.28% | 88 |
|
|
2018
Q4 | $1.49M | Buy |
20,079
+280
| +1% | +$22K | 0.3% | 85 |
|
|
2018
Q3 | $1.64M | Sell |
19,799
-7,997
| -29% | -$654K | 0.29% | 80 |
|
|
2018
Q2 | $2.3M | Buy |
27,796
+3,574
| +15% | +$285K | 0.44% | 55 |
|
|
2018
Q1 | $1.81M | Buy |
+24,222
| New | +$1.94M | 0.39% | 67 |
|
Other funds holding XOM
VCM
VPM
Mount Yale Investment Advisors's XOM Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its ExxonMobil (XOM) stake by 45% in Q1 2026, buying an estimated $17.5M and bringing the position to 387,890 shares worth $65.8M. The position accounts for 1.53% of the portfolio, ranked #7.
Mount Yale Investment Advisors first reported a position in XOM in Q1 2018 and has held it in 33 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Mount Yale Investment Advisors held 387,890 shares of ExxonMobil worth $65.8M as of Q1 2026.
- Mount Yale Investment Advisors bought 119,840 ExxonMobil shares in Q1 2026, an estimated $17.5M.
- ExxonMobil made up 1.53% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #7 holding.
- Mount Yale Investment Advisors first reported a position in ExxonMobil in Q1 2018 and has held it in 33 quarters since.
- 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.