Oak Associates’s ExxonMobil XOM Stock Holding History

Oak Associates’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	$335K	Hold	1,975	–	–	0.02%	129
2025 Q4	$238K	Hold	1,975	–	–	0.01%	127
2025 Q3	$223K	Hold	1,975	–	–	0.01%	127
2025 Q2	$213K	Buy	+1,975	New	+$211K	0.01%	128
2015 Q2	–	Sell	-35,775	Closed	-$3.04M	–	180
2015 Q1	$3.04M	Sell	35,775 -120,328	-77%	-$10.7M	0.37%	63
2014 Q4	$14.4M	Buy	156,103 +1,681	+1%	+$157K	1.73%	17
2014 Q3	$14.5M	Sell	154,422 -300	-0.2%	-$29.9K	1.79%	17
2014 Q2	$15.6M	Sell	154,722 -2,040	-1%	-$206K	1.9%	17
2014 Q1	$15.3M	Sell	156,762 -55,389	-26%	-$5.28M	1.89%	16
2013 Q4	$21.5M	Buy	+212,151	New	+$19.6M	2.32%	17
2013 Q2	$20.3M	Buy	+224,206	New	+$20.2M	2.41%	16

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

Oak Associates's XOM Position: Q1 2026 in Review

Oak Associates held its ExxonMobil (XOM) position steady in Q1 2026 at 1,975 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #129.

Oak Associates first reported a position in XOM in Q2 2013 and has held it in 11 quarters since. The position peaked at $21.5M in Q4 2013. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Oak Associates held 1,975 shares of ExxonMobil worth $335K as of Q1 2026.
Oak Associates left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.02% of Oak Associates's portfolio in Q1 2026, its #129 holding.
Oak Associates first reported a position in ExxonMobil in Q2 2013 and has held it in 11 quarters since.
Oak Associates's ExxonMobil position peaked at $21.5M in Q4 2013.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.