North Star Investment Management’s ExxonMobil XOM Stock Holding History

North Star Investment 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	$9.79M	Sell	57,732 -318	-0.5%	-$46.4K	0.59%	30
2025 Q4	$6.99M	Sell	58,050 -5,724	-9%	-$664K	0.44%	45
2025 Q3	$7.19M	Buy	63,774 +257	+0.4%	+$28.6K	0.46%	44
2025 Q2	$6.85M	Buy	63,517 +35	+0.1%	+$3.74K	0.48%	41
2025 Q1	$7.55M	Sell	63,482 -3,435	-5%	-$380K	0.55%	39
2024 Q4	$7.2M	Buy	66,917 +440	+0.7%	+$51.5K	0.5%	40
2024 Q3	$7.79M	Buy	66,477 +6,795	+11%	+$785K	0.54%	43
2024 Q2	$6.87M	Buy	59,682 +13	+0%	+$1.51K	0.5%	46
2024 Q1	$6.94M	Buy	59,669 +1,998	+3%	+$209K	0.49%	47
2023 Q4	$5.77M	Buy	57,671 +14,238	+33%	+$1.5M	0.44%	51
2023 Q3	$5.11M	Buy	43,433 +55	+0.1%	+$6.03K	0.43%	58
2023 Q2	$4.65M	Sell	43,378 -53	-0.1%	-$5.78K	0.38%	64
2023 Q1	$4.76M	Buy	43,431 +4,363	+11%	+$483K	0.39%	64
2022 Q4	$4.31M	Sell	39,068 -2,276	-6%	-$244K	0.38%	61
2022 Q3	$3.61M	Buy	41,344 +97	+0.2%	+$8.86K	0.35%	65
2022 Q2	$3.53M	Buy	41,247 +43	+0.1%	+$3.88K	0.32%	78
2022 Q1	$3.4M	Sell	41,204 -1,791	-4%	-$139K	0.27%	93
2021 Q4	$2.63M	Sell	42,995 -5,098	-11%	-$319K	0.18%	124
2021 Q3	$2.83M	Sell	48,093 -226	-0.5%	-$12.9K	0.23%	108
2021 Q2	$3.05M	Sell	48,319 -1,444	-3%	-$86.2K	0.24%	104
2021 Q1	$2.78M	Buy	49,763 +1,317	+3%	+$69K	0.26%	107
2020 Q4	$2M	Sell	48,446 -2,336	-5%	-$87.6K	0.21%	122
2020 Q3	$1.74M	Sell	50,782 -2,509	-5%	-$103K	0.21%	114
2020 Q2	$2.38M	Sell	53,291 -59,834	-53%	-$2.68M	0.31%	85
2020 Q1	$4.29M	Buy	113,125 +36,385	+47%	+$2.01M	0.64%	39
2019 Q4	$5.36M	Sell	76,740 -42,722	-36%	-$2.95M	0.56%	44
2019 Q3	$8.44M	Buy	119,462 +10,123	+9%	+$732K	0.94%	17
2019 Q2	$8.38M	Buy	109,339 +3,027	+3%	+$234K	0.97%	15
2019 Q1	$8.59M	Sell	106,312 -5,218	-5%	-$398K	1%	16
2018 Q4	$7.61M	Buy	111,530 +2,925	+3%	+$229K	0.99%	15
2018 Q3	$9.23M	Buy	108,605 +9,074	+9%	+$742K	1.03%	17
2018 Q2	$8.23M	Buy	99,531 +5,025	+5%	+$400K	0.96%	18
2018 Q1	$7.05M	Buy	94,506 +15,624	+20%	+$1.25M	0.84%	21
2017 Q4	$6.6M	Buy	78,882 +9,713	+14%	+$803K	0.8%	22
2017 Q3	$5.67M	Buy	69,169 +2,605	+4%	+$207K	0.72%	29
2017 Q2	$5.37M	Sell	66,564 -4,014	-6%	-$328K	0.72%	24
2017 Q1	$5.79M	Buy	70,578 +6,329	+10%	+$529K	0.8%	24
2016 Q4	$5.79M	Buy	64,249 +13,539	+27%	+$1.18M	0.87%	20
2016 Q3	$4.43M	Buy	50,710 +1,012	+2%	+$89.8K	0.79%	21
2016 Q2	$4.66M	Sell	49,698 -871	-2%	-$77K	0.86%	20
2016 Q1	$4.23M	Sell	50,569 -167	-0.3%	-$13.4K	0.81%	21
2015 Q4	$3.96M	Buy	50,736 +8,312	+20%	+$664K	0.77%	24
2015 Q3	$3.15M	Buy	42,424 +779	+2%	+$60K	0.65%	30
2015 Q2	$3.46M	Sell	41,645 -57	-0.1%	-$4.9K	0.64%	34
2015 Q1	$3.54M	Buy	41,702 +2,387	+6%	+$212K	0.66%	32
2014 Q4	$3.63M	Sell	39,315 -1,177	-3%	-$110K	0.69%	31
2014 Q3	$3.81M	Sell	40,492 -139	-0.3%	-$13.8K	0.76%	28
2014 Q2	$4.09M	Sell	40,631 -1,265	-3%	-$128K	0.82%	23
2014 Q1	$4.09M	Sell	41,896 -890	-2%	-$84.8K	0.85%	22
2013 Q4	$4.33M	Buy	42,786 +1,559	+4%	+$144K	0.94%	21
2013 Q3	$3.55M	Sell	41,227 -2,215	-5%	-$200K	0.95%	21
2013 Q2	$3.92M	Buy	+43,442	New	+$3.91M	1.02%	18

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

North Star Investment Management's XOM Position: Q1 2026 in Review

North Star Investment Management reduced its ExxonMobil (XOM) stake by 0.55% in Q1 2026, selling an estimated $46.4K and leaving 57,732 shares worth $9.79M. The position accounts for 0.59% of the portfolio, ranked #30.

North Star Investment Management first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

North Star Investment Management held 57,732 shares of ExxonMobil worth $9.79M as of Q1 2026.
North Star Investment Management sold 318 ExxonMobil shares in Q1 2026, an estimated $46.4K.
ExxonMobil made up 0.59% of North Star Investment Management's portfolio in Q1 2026, its #30 holding.
North Star Investment Management first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.