Neo Ivy Capital Management’s ExxonMobil XOM Stock Holding History

Neo Ivy Capital Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-289	Closed	-$34.8K	–	516
2025 Q4	$34.8K	Buy	+289	New	+$33.5K	0.01%	312
2025 Q2	–	Sell	-22,400	Closed	-$2.66M	–	498
2025 Q1	$2.66M	Sell	22,400 -45,301	-67%	-$5.01M	0.85%	18
2024 Q4	$7.28M	Buy	+67,701	New	+$7.92M	1.47%	10
2023 Q4	$80K	Buy	+799	New	+$84K	0.18%	150
2023 Q3	–	Sell	-7,800	Closed	-$837K	–	471
2023 Q2	$837K	Buy	+7,800	New	+$851K	0.44%	85
2022 Q4	–	Sell	-3,187	Closed	-$278K	–	558
2022 Q3	$278K	Buy	3,187 +1,785	+127%	+$163K	0.73%	29
2022 Q2	$120K	Sell	1,402 -7,744	-85%	-$698K	0.32%	119
2022 Q1	$756K	Buy	9,146 +5,234	+134%	+$407K	0.68%	16
2021 Q4	$239K	Buy	3,912 +2,851	+269%	+$178K	0.34%	119
2021 Q3	$47K	Sell	1,061 -4,070	-79%	-$232K	0.05%	329
2021 Q2	$324K	Buy	+5,131	New	+$306K	0.33%	115
2020 Q3	–	Sell	-1,061	Closed	-$47K	–	639
2020 Q2	$47K	Buy	1,061 +536	+102%	+$24K	0.05%	329
2020 Q1	$20K	Buy	+525	New	+$29K	0.03%	384
2019 Q1	–	Sell	-8,246	Closed	-$562K	–	412
2018 Q4	$562K	Buy	+8,246	New	+$647K	0.44%	99

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Neo Ivy Capital Management's XOM Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 289 shares — an estimated $34.8K sold.

Neo Ivy Capital Management first reported a position in XOM in Q4 2018 and held it in 14 quarters. The position peaked at $7.28M in Q4 2024. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Neo Ivy Capital Management reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 289 ExxonMobil shares in Q1 2026, an estimated $34.8K.
Neo Ivy Capital Management first reported a position in ExxonMobil in Q4 2018 and held it in 14 quarters.
Neo Ivy Capital Management's ExxonMobil position peaked at $7.28M in Q4 2024.
4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.