Orca Investment Management’s ExxonMobil XOM Stock Holding History

Orca Investment Management’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	$498K	Sell	2,935 -316	-10%	-$46.1K	0.42%	46
2025 Q4	$391K	Sell	3,251 -873	-21%	-$101K	0.31%	51
2025 Q3	$465K	Sell	4,124 -39	-0.9%	-$4.33K	0.38%	49
2025 Q2	$449K	Buy	4,163 +62	+2%	+$6.63K	0.4%	49
2025 Q1	$488K	Buy	4,101 +15	+0.4%	+$1.66K	0.49%	44
2024 Q4	$440K	Sell	4,086 -263	-6%	-$30.8K	0.41%	47
2024 Q3	$510K	Buy	4,349 +389	+10%	+$44.9K	0.46%	46
2024 Q2	$456K	Buy	3,960 +197	+5%	+$22.9K	0.44%	45
2024 Q1	$437K	Sell	3,763 -220	-6%	-$23K	0.41%	48
2023 Q4	$398K	Buy	3,983 +37	+0.9%	+$3.89K	0.38%	52
2023 Q3	$464K	Sell	3,946 -160	-4%	-$17.6K	0.52%	46
2023 Q2	$440K	Buy	4,106 +38	+0.9%	+$4.15K	0.48%	48
2023 Q1	$446K	Buy	4,068 +4	+0.1%	+$442	0.55%	46
2022 Q4	$448K	Buy	4,064 +62	+2%	+$6.64K	0.57%	47
2022 Q3	$349K	Sell	4,002 -90	-2%	-$8.22K	0.46%	51
2022 Q2	$350K	Buy	4,092 +85	+2%	+$7.67K	0.32%	53
2022 Q1	$331K	Buy	4,007 +115	+3%	+$8.94K	0.27%	54
2021 Q4	$238K	Sell	3,892 -130	-3%	-$8.13K	0.2%	60
2021 Q3	$237K	Sell	4,022 -271	-6%	-$15.4K	0.21%	63
2021 Q2	$271K	Sell	4,293 -24	-0.6%	-$1.43K	0.24%	62
2021 Q1	$241K	Buy	+4,317	New	+$226K	0.25%	60
2019 Q3	$301K	Buy	4,267 +9	+0.2%	+$651	0.35%	61
2019 Q2	$326K	Sell	4,258 -21	-0.5%	-$1.63K	0.36%	62
2019 Q1	$346K	Buy	4,279 +140	+3%	+$10.7K	0.39%	59
2018 Q4	$282K	Buy	4,139 +188	+5%	+$14.8K	0.36%	60
2018 Q3	$336K	Buy	3,951 +26	+0.7%	+$2.13K	0.34%	63
2018 Q2	$325K	Buy	3,925 +813	+26%	+$64.8K	0.35%	65
2018 Q1	$232K	Sell	3,112 -1,415	-31%	-$113K	0.27%	67
2017 Q4	$379K	Hold	4,527	–	–	0.33%	68
2017 Q3	$371K	Hold	4,527	–	–	0.33%	69
2017 Q2	$365K	Hold	4,527	–	–	0.34%	64
2017 Q1	$371K	Hold	4,527	–	–	0.34%	65
2016 Q4	$409K	Buy	4,527 +756	+20%	+$66.1K	0.4%	62
2016 Q3	$329K	Sell	3,771 -30	-0.8%	-$2.66K	0.34%	62
2016 Q2	$356K	Hold	3,801	–	–	0.35%	65
2016 Q1	$318K	Buy	3,801 +70	+2%	+$5.61K	0.36%	64
2015 Q4	$291K	Sell	3,731 -32	-0.9%	-$2.56K	0.32%	67
2015 Q3	$280K	Hold	3,763	–	–	0.34%	65
2015 Q2	$313K	Buy	3,763 +32	+0.9%	+$2.75K	0.29%	73
2015 Q1	$317K	Sell	3,731 -32	-0.9%	-$2.84K	0.28%	72
2014 Q4	$348K	Hold	3,763	–	–	0.31%	73
2014 Q3	$354K	Buy	3,763 +52	+1%	+$5.18K	0.3%	76
2014 Q2	$374K	Buy	3,711 +173	+5%	+$17.5K	0.3%	74
2014 Q1	$346K	Hold	3,538	–	–	0.29%	75
2013 Q4	$358K	Buy	+3,538	New	+$327K	0.29%	77

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

Orca Investment Management's XOM Position: Q1 2026 in Review

Orca Investment Management reduced its ExxonMobil (XOM) stake by 9.7% in Q1 2026, selling an estimated $46.1K and leaving 2,935 shares worth $498K. The position accounts for 0.42% of the portfolio, ranked #46.

Orca Investment Management first reported a position in XOM in Q4 2013 and has held it in 45 quarters since. The position peaked at $510K in Q3 2024. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Orca Investment Management held 2,935 shares of ExxonMobil worth $498K as of Q1 2026.
Orca Investment Management sold 316 ExxonMobil shares in Q1 2026, an estimated $46.1K.
ExxonMobil made up 0.42% of Orca Investment Management's portfolio in Q1 2026, its #46 holding.
Orca Investment Management first reported a position in ExxonMobil in Q4 2013 and has held it in 45 quarters since.
Orca Investment Management's ExxonMobil position peaked at $510K in Q3 2024.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Orca Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.