NorthRock Partners’s ExxonMobil XOM Stock Holding History

NorthRock Partners’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	$10.3M	Buy	60,712 +11,147	+22%	+$1.63M	0.17%	81
2025 Q4	$5.96M	Sell	49,565 -26,375	-35%	-$3.06M	0.1%	108
2025 Q3	$8.56M	Buy	75,940 +20,004	+36%	+$2.22M	0.15%	76
2025 Q2	$6.03M	Buy	55,936 +1,588	+3%	+$170K	0.16%	63
2025 Q1	$6.46M	Buy	54,348 +2,354	+5%	+$260K	0.22%	52
2024 Q4	$5.59M	Sell	51,994 -8,978	-15%	-$1.05M	0.18%	62
2024 Q3	$7.15M	Buy	60,972 +1,296	+2%	+$150K	0.23%	50
2024 Q2	$6.87M	Buy	59,676 +9,277	+18%	+$1.08M	0.26%	51
2024 Q1	$5.86M	Buy	50,399 +2,624	+5%	+$275K	0.22%	59
2023 Q4	$4.78M	Buy	47,775 +25,063	+110%	+$2.63M	0.2%	67
2023 Q3	$2.67M	Buy	22,712 +3,864	+21%	+$424K	0.28%	42
2023 Q2	$2.02M	Sell	18,848 -61	-0.3%	-$6.66K	0.22%	46
2023 Q1	$2.07M	Sell	18,909 -2,135	-10%	-$236K	0.22%	45
2022 Q4	$2.32M	Sell	21,044 -767	-4%	-$82.2K	0.26%	39
2022 Q3	$1.9M	Sell	21,811 -2,287	-9%	-$209K	0.22%	46
2022 Q2	$2.06M	Buy	24,098 +951	+4%	+$85.8K	0.21%	47
2022 Q1	$1.91M	Buy	23,147 +2,187	+10%	+$170K	0.17%	61
2021 Q4	$1.28M	Buy	20,960 +1,078	+5%	+$67.4K	0.1%	82
2021 Q3	$1.19M	Buy	19,882 +3,193	+19%	+$182K	0.1%	81
2021 Q2	$1.05M	Buy	16,689 +1,438	+9%	+$85.9K	0.09%	82
2021 Q1	$851K	Sell	15,251 -820	-5%	-$43K	0.08%	88
2020 Q4	$662K	Sell	16,071 -8,220	-34%	-$308K	0.07%	108
2020 Q3	$834K	Sell	24,291 -41,742	-63%	-$1.71M	0.09%	88
2020 Q2	$2.95M	Buy	66,033 +41,195	+166%	+$1.85M	0.35%	42
2020 Q1	$943K	Sell	24,838 -8,854	-26%	-$489K	0.13%	77
2019 Q4	$2.35M	Buy	33,692 +14,184	+73%	+$981K	0.25%	60
2019 Q3	$1.38M	Buy	+19,508	New	+$1.41M	0.19%	71
2019 Q2	–	Sell	-9,797	Closed	-$792K	–	95
2019 Q1	$792K	Sell	9,797 -57	-0.6%	-$4.35K	0.21%	29
2018 Q4	$671K	Buy	+9,854	New	+$773K	0.2%	32
2017 Q1	–	Sell	-5,365	Closed	-$484K	–	61
2016 Q4	$484K	Buy	5,365 +574	+12%	+$50.2K	0.17%	29
2016 Q3	$419K	Sell	4,791 -807	-14%	-$71.6K	0.18%	23
2016 Q2	$523K	Buy	5,598 +23	+0.4%	+$2.03K	0.23%	24
2016 Q1	$467K	Sell	5,575 -672	-11%	-$53.8K	0.24%	22
2015 Q4	$486K	Buy	6,247 +27	+0.4%	+$2.16K	0.28%	21
2015 Q3	$462K	Buy	6,220 +109	+2%	+$8.4K	0.29%	20
2015 Q2	$508K	Buy	6,111 +788	+15%	+$67.7K	0.23%	27
2015 Q1	$452K	Sell	5,323 -56	-1%	-$4.97K	0.27%	25
2014 Q4	$497K	Buy	+5,379	New	+$502K	0.31%	22

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

NorthRock Partners's XOM Position: Q1 2026 in Review

NorthRock Partners increased its ExxonMobil (XOM) stake by 22% in Q1 2026, buying an estimated $1.63M and bringing the position to 60,712 shares worth $10.3M. The position accounts for 0.17% of the portfolio, ranked #81.

NorthRock Partners first reported a position in XOM in Q4 2014 and has held it in 38 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

NorthRock Partners held 60,712 shares of ExxonMobil worth $10.3M as of Q1 2026.
NorthRock Partners bought 11,147 ExxonMobil shares in Q1 2026, an estimated $1.63M.
ExxonMobil made up 0.17% of NorthRock Partners's portfolio in Q1 2026, its #81 holding.
NorthRock Partners first reported a position in ExxonMobil in Q4 2014 and has held it in 38 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.