Northwest Quadrant Wealth Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $581K | Buy |
4,250
+9
| +0.2% | +$1.35K | 0.11% | 34 |
|
|
2026
Q1 | $720K | Buy |
4,241
+9
| +0.2% | +$1.31K | 0.15% | 25 |
|
|
2025
Q4 | $509K | Sell |
4,232
-569
| -12% | -$66K | 0.11% | 33 |
|
|
2025
Q3 | $541K | Buy |
4,801
+11
| +0.2% | +$1.22K | 0.11% | 30 |
|
|
2025
Q2 | $516K | Sell |
4,790
-221
| -4% | -$23.6K | 0.12% | 31 |
|
|
2025
Q1 | $596K | Sell |
5,011
-390
| -7% | -$43.1K | 0.14% | 27 |
|
|
2024
Q4 | $581K | Buy |
5,401
+390
| +8% | +$45.6K | 0.13% | 29 |
|
|
2024
Q3 | $587K | Buy |
5,011
+12
| +0.2% | +$1.39K | 0.14% | 28 |
|
|
2024
Q2 | $576K | Buy |
4,999
+592
| +13% | +$68.9K | 0.14% | 29 |
|
|
2024
Q1 | $512K | Buy |
4,407
+11
| +0.3% | +$1.15K | 0.13% | 32 |
|
|
2023
Q4 | $440K | Buy |
4,396
+242
| +6% | +$25.4K | 0.11% | 33 |
|
|
2023
Q3 | $488K | Buy |
4,154
+11
| +0.3% | +$1.21K | 0.14% | 30 |
|
|
2023
Q2 | $444K | Buy |
4,143
+12
| +0.3% | +$1.31K | 0.12% | 33 |
|
|
2023
Q1 | $453K | Buy |
4,131
+7
| +0.2% | +$774 | 0.13% | 31 |
|
|
2022
Q4 | $455K | Buy |
4,124
+11
| +0.3% | +$1.18K | 0.14% | 30 |
|
|
2022
Q3 | $359K | Buy |
4,113
+13
| +0.3% | +$1.19K | 0.12% | 33 |
|
|
2022
Q2 | $348K | Buy |
4,100
+250
| +6% | +$22.5K | 0.11% | 37 |
|
|
2022
Q1 | $320K | Sell |
3,850
-314
| -8% | -$24.4K | 0.09% | 43 |
|
|
2021
Q4 | $255K | Sell |
4,164
-485
| -10% | -$30.3K | 0.07% | 55 |
|
|
2021
Q3 | $278K | Buy |
4,649
+17
| +0.4% | +$969 | 0.08% | 49 |
|
|
2021
Q2 | $290K | Buy |
4,632
+14
| +0.3% | +$836 | 0.08% | 48 |
|
|
2021
Q1 | $258K | Buy |
+4,618
| New | +$242K | 0.08% | 51 |
|
|
2020
Q3 | – | Sell |
-6,245
| Closed | -$277K | – | 60 |
|
|
2020
Q2 | $277K | Buy |
6,245
+357
| +6% | +$16K | 0.12% | 39 |
|
|
2020
Q1 | $260K | Buy |
5,888
+1,908
| +48% | +$105K | 0.12% | 41 |
|
|
2019
Q4 | $277K | Sell |
3,980
-122
| -3% | -$8.44K | 0.11% | 49 |
|
|
2019
Q3 | $282K | Sell |
4,102
-66
| -2% | -$4.77K | 0.12% | 49 |
|
|
2019
Q2 | $316K | Sell |
4,168
-232
| -5% | -$18K | 0.14% | 41 |
|
|
2019
Q1 | $360K | Buy |
4,400
+43
| +1% | +$3.28K | 0.17% | 37 |
|
|
2018
Q4 | $310K | Buy |
4,357
+26
| +0.6% | +$2.04K | 0.16% | 41 |
|
|
2018
Q3 | $354K | Sell |
4,331
-208
| -5% | -$17K | 0.22% | 34 |
|
|
2018
Q2 | $375K | Buy |
4,539
+256
| +6% | +$20.4K | 0.25% | 30 |
|
|
2018
Q1 | $320K | Sell |
4,283
-139
| -3% | -$11.1K | 0.21% | 42 |
|
|
2017
Q4 | $353K | Sell |
4,422
-570
| -11% | -$47.1K | 0.24% | 40 |
|
|
2017
Q3 | $414K | Buy |
4,992
+1,817
| +57% | +$144K | 0.31% | 33 |
|
|
2017
Q2 | $254K | Sell |
3,175
-223
| -7% | -$18.2K | 0.22% | 49 |
|
|
2017
Q1 | $282K | Sell |
3,398
-71
| -2% | -$5.93K | 0.27% | 47 |
|
|
2016
Q4 | $289K | Buy |
+3,469
| New | +$303K | 0.31% | 41 |
|
Other funds holding XOM
Northwest Quadrant Wealth Management's XOM Position: Q2 2026 in Review
Northwest Quadrant Wealth Management increased its ExxonMobil (XOM) stake by 0.21% in Q2 2026, buying an estimated $1.35K and bringing the position to 4,250 shares worth $581K. The position accounts for 0.11% of the portfolio, ranked #34.
Northwest Quadrant Wealth Management first reported a position in XOM in Q4 2016 and has held it in 37 quarters since. The position peaked at $720K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Northwest Quadrant Wealth Management held 4,250 shares of ExxonMobil worth $581K as of Q2 2026.
- Northwest Quadrant Wealth Management bought 9 ExxonMobil shares in Q2 2026, an estimated $1.35K.
- ExxonMobil made up 0.11% of Northwest Quadrant Wealth Management's portfolio in Q2 2026, its #34 holding.
- Northwest Quadrant Wealth Management first reported a position in ExxonMobil in Q4 2016 and has held it in 37 quarters since.
- Northwest Quadrant Wealth Management's ExxonMobil position peaked at $720K in Q1 2026.
- 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Northwest Quadrant Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.