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Northwest & Ethical Investments’s ExxonMobil XOM Stock Holding History

Northwest & Ethical Investments’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 		$22.2M Buy
131,011
+65,556
+100% +$9.57M 0.51% 57
2025
Q4 		$7.88M Hold
65,455
– – 0.18% 136
2025
Q3 		$7.38M Hold
65,455
– – 0.17% 145
2025
Q2 		$7.06M Hold
65,455
– – 0.18% 151
2025
Q1 		$7.78M Buy
65,455
+257
+0.4% +$28.4K 0.21% 134
2024
Q4 		$7.01M Buy
65,198
+4,688
+8% +$548K 0.19% 156
2024
Q3 		$7.09M Buy
60,510
+8,110
+15% +$936K 0.19% 159
2024
Q2 		$6.03M Buy
52,400
+44,659
+577% +$5.2M 0.17% 155
2024
Q1 		$900K Sell
7,741
-1,080
-12% -$113K 0.03% 311
2023
Q4 		$882K Hold
8,821
– – 0.03% 276
2023
Q3 		$1.04M Buy
+8,821
New +$968K 0.03% 268
2020
Q1 		– Sell
-32,928
Closed -$2.3M – 386
2019
Q4 		$2.3M Sell
32,928
-499
-1% -$34.5K 0.1% 245
2019
Q3 		$2.36M Sell
33,427
-1,203
-3% -$87K 0.12% 224
2019
Q2 		$2.65M Sell
34,630
-860
-2% -$66.6K 0.13% 209
2019
Q1 		$2.87M Sell
35,490
-639
-2% -$48.7K 0.15% 192
2018
Q4 		$2.46M Sell
36,129
-21,542
-37% -$1.69M 0.15% 194
2018
Q3 		$4.9M Buy
57,671
+2,334
+4% +$191K 0.31% 98
2018
Q2 		$4.58M Sell
55,337
-4,070
-7% -$324K 0.3% 98
2018
Q1 		$4.43M Sell
59,407
-7,171
-11% -$573K 0.3% 97
2017
Q4 		$5.57M Buy
66,578
+8,096
+14% +$670K 0.36% 75
2017
Q3 		$4.79M Buy
58,482
+2,864
+5% +$227K 0.3% 82
2017
Q2 		$4.49M Sell
55,618
-323
-0.6% -$26.4K 0.3% 88
2017
Q1 		$4.59M Sell
55,941
-5,087
-8% -$425K 0.31% 79
2016
Q4 		$5.51M Sell
61,028
-26,966
-31% -$2.36M 0.38% 62
2016
Q3 		$7.68M Buy
87,994
+51,377
+140% +$4.56M 0.54% 42
2016
Q2 		$3.43M Sell
36,617
-1,418
-4% -$125K 0.26% 98
2016
Q1 		$3.18M Sell
38,035
-3,352
-8% -$268K 0.21% 116
2015
Q4 		$3.23M Sell
41,387
-1,455
-3% -$116K 0.23% 108
2015
Q3 		$3.19M Buy
+42,842
New +$3.3M 0.24% 107

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwest & Ethical Investments's XOM Position: Q1 2026 in Review

Northwest & Ethical Investments increased its ExxonMobil (XOM) stake by 100% in Q1 2026, buying an estimated $9.57M and bringing the position to 131,011 shares worth $22.2M. The position accounts for 0.51% of the portfolio, ranked #57.

Northwest & Ethical Investments first reported a position in XOM in Q3 2015 and has held it in 29 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Northwest & Ethical Investments held 131,011 shares of ExxonMobil worth $22.2M as of Q1 2026.
  • Northwest & Ethical Investments bought 65,556 ExxonMobil shares in Q1 2026, an estimated $9.57M.
  • ExxonMobil made up 0.51% of Northwest & Ethical Investments's portfolio in Q1 2026, its #57 holding.
  • Northwest & Ethical Investments first reported a position in ExxonMobil in Q3 2015 and has held it in 29 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.