Oppenheimer & Co’s ExxonMobil XOM Stock Holding History

Oppenheimer & Co’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	$46.1M	Sell	271,775 -34,587	-11%	-$5.05M	0.56%	29
2025 Q4	$36.9M	Buy	306,362 +28,046	+10%	+$3.25M	0.52%	27
2025 Q3	$31.4M	Buy	278,316 +433	+0.2%	+$48.1K	0.38%	36
2025 Q2	$30M	Buy	277,883 +1,963	+0.7%	+$210K	0.4%	35
2025 Q1	$32.8M	Sell	275,920 -26,324	-9%	-$2.91M	0.5%	28
2024 Q4	$32.5M	Buy	302,244 +21,694	+8%	+$2.54M	0.49%	28
2024 Q3	$32.9M	Sell	280,550 -22,570	-7%	-$2.61M	0.5%	29
2024 Q2	$34.9M	Buy	303,120 +71,799	+31%	+$8.36M	0.55%	21
2024 Q1	$26.9M	Buy	231,321 +970	+0.4%	+$101K	0.45%	35
2023 Q4	$23M	Sell	230,351 -14,715	-6%	-$1.55M	0.42%	37
2023 Q3	$28.8M	Sell	245,066 -21,771	-8%	-$2.39M	0.59%	21
2023 Q2	$28.6M	Buy	266,837 +38,648	+17%	+$4.22M	0.57%	22
2023 Q1	$25M	Buy	228,189 +8,893	+4%	+$984K	0.53%	26
2022 Q4	$24.2M	Sell	219,296 -11,988	-5%	-$1.28M	0.55%	25
2022 Q3	$20.2M	Sell	231,284 -624	-0.3%	-$57K	0.47%	32
2022 Q2	$19.9M	Sell	231,908 -14,281	-6%	-$1.29M	0.43%	43
2022 Q1	$20.3M	Sell	246,189 -23,497	-9%	-$1.83M	0.37%	49
2021 Q4	$16.5M	Buy	269,686 +4,687	+2%	+$293K	0.29%	69
2021 Q3	$15.6M	Sell	264,999 -16,204	-6%	-$923K	0.29%	67
2021 Q2	$17.7M	Buy	281,203 +19,713	+8%	+$1.18M	0.32%	59
2021 Q1	$14.6M	Buy	261,490 +632	+0.2%	+$33.1K	0.29%	70
2020 Q4	$10.8M	Buy	260,858 +15,986	+7%	+$599K	0.23%	98
2020 Q3	$8.41M	Sell	244,872 -56,528	-19%	-$2.31M	0.21%	102
2020 Q2	$13.5M	Sell	301,400 -30,172	-9%	-$1.35M	0.35%	58
2020 Q1	$12.6M	Buy	331,572 +27,024	+9%	+$1.49M	0.38%	57
2019 Q4	$21.3M	Sell	304,548 -16,279	-5%	-$1.13M	0.53%	36
2019 Q3	$22.7M	Sell	320,827 -6,986	-2%	-$505K	0.62%	31
2019 Q2	$25.1M	Sell	327,813 -16,514	-5%	-$1.28M	0.68%	23
2019 Q1	$27.8M	Buy	344,327 +662	+0.2%	+$50.5K	0.74%	21
2018 Q4	$23.4M	Sell	343,665 -7,264	-2%	-$570K	0.73%	25
2018 Q3	$29.8M	Sell	350,929 -594	-0.2%	-$48.6K	0.76%	18
2018 Q2	$29.1M	Buy	351,523 +14,337	+4%	+$1.14M	0.79%	15
2018 Q1	$25.2M	Sell	337,186 -198	-0.1%	-$15.8K	0.65%	21
2017 Q4	$28.2M	Sell	337,384 -32,212	-9%	-$2.66M	0.73%	18
2017 Q3	$30.3M	Sell	369,596 -22,211	-6%	-$1.76M	0.81%	13
2017 Q2	$31.6M	Sell	391,807 -38,544	-9%	-$3.15M	0.87%	12
2017 Q1	$35.3M	Buy	430,351 +67,630	+19%	+$5.65M	1%	9
2016 Q4	$32.7M	Buy	362,721 +14,501	+4%	+$1.27M	0.95%	9
2016 Q3	$30.4M	Buy	348,220 +4,404	+1%	+$391K	0.89%	10
2016 Q2	$32.2M	Sell	343,816 -2,592	-0.7%	-$229K	0.96%	10
2016 Q1	$29M	Buy	346,408 +5,189	+2%	+$416K	0.88%	10
2015 Q4	$26.6M	Sell	341,219 -14,588	-4%	-$1.17M	0.79%	12
2015 Q3	$26.5M	Buy	355,807 +17,679	+5%	+$1.36M	0.8%	10
2015 Q2	$28.1M	Buy	338,128 +523	+0.2%	+$45K	0.78%	9
2015 Q1	$28.7M	Buy	337,605 +2,975	+0.9%	+$264K	0.78%	9
2014 Q4	$30.9M	Buy	334,630 +26,882	+9%	+$2.51M	0.89%	7
2014 Q3	$28.9M	Buy	307,748 +3,888	+1%	+$387K	0.86%	8
2014 Q2	$30.6M	Sell	303,860 -26,750	-8%	-$2.7M	0.92%	6
2014 Q1	$32.3M	Sell	330,610 -3,575	-1%	-$341K	0.97%	6
2013 Q4	$33.8M	Buy	334,185 +10,430	+3%	+$964K	1.08%	5
2013 Q3	$27.9M	Buy	323,755 +2,603	+0.8%	+$235K	0.98%	5
2013 Q2	$29M	Buy	+321,152	New	+$28.9M	1.12%	4

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

Oppenheimer & Co's XOM Position: Q1 2026 in Review

Oppenheimer & Co reduced its ExxonMobil (XOM) stake by 11% in Q1 2026, selling an estimated $5.05M and leaving 271,775 shares worth $46.1M. The position accounts for 0.56% of the portfolio, ranked #29.

Oppenheimer & Co first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Oppenheimer & Co held 271,775 shares of ExxonMobil worth $46.1M as of Q1 2026.
Oppenheimer & Co sold 34,587 ExxonMobil shares in Q1 2026, an estimated $5.05M.
ExxonMobil made up 0.56% of Oppenheimer & Co's portfolio in Q1 2026, its #29 holding.
Oppenheimer & Co first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.