Palisades Hudson Asset 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 | – | Sell |
-1,325
| Closed | -$226K | – | 114 |
|
|
2026
Q1 | $226K | Buy |
+1,325
| New | +$193K | 0.09% | 98 |
|
|
2024
Q1 | – | Sell |
-2,680
| Closed | -$269K | – | 101 |
|
|
2023
Q4 | $269K | Buy |
2,680
+322
| +14% | +$33.8K | 0.13% | 78 |
|
|
2023
Q3 | $278K | Hold |
2,358
| – | – | 0.15% | 73 |
|
|
2023
Q2 | $253K | Sell |
2,358
-253
| -10% | -$27.6K | 0.13% | 83 |
|
|
2023
Q1 | $286K | Sell |
2,611
-71
| -3% | -$7.85K | 0.15% | 73 |
|
|
2022
Q4 | $295K | Sell |
2,682
-7
| -0.3% | -$750 | 0.16% | 78 |
|
|
2022
Q3 | $235K | Buy |
2,689
+163
| +6% | +$14.9K | 0.14% | 86 |
|
|
2022
Q2 | $217K | Buy |
+2,526
| New | +$228K | 0.12% | 97 |
|
|
2020
Q1 | – | Sell |
-5,312
| Closed | -$371K | – | 110 |
|
|
2019
Q4 | $371K | Sell |
5,312
-50
| -0.9% | -$3.46K | 0.24% | 59 |
|
|
2019
Q3 | $379K | Hold |
5,362
| – | – | 0.26% | 51 |
|
|
2019
Q2 | $411K | Hold |
5,362
| – | – | 0.28% | 48 |
|
|
2019
Q1 | $434K | Sell |
5,362
-1,522
| -22% | -$116K | 0.28% | 47 |
|
|
2018
Q4 | $470K | Sell |
6,884
-1,189
| -15% | -$93.3K | 0.28% | 44 |
|
|
2018
Q3 | $686K | Hold |
8,073
| – | – | 0.35% | 30 |
|
|
2018
Q2 | $668K | Sell |
8,073
-2,350
| -23% | -$187K | 0.36% | 28 |
|
|
2018
Q1 | $778K | Hold |
10,423
| – | – | 0.42% | 25 |
|
|
2017
Q4 | $872K | Hold |
10,423
| – | – | 0.48% | 23 |
|
|
2017
Q3 | $854K | Sell |
10,423
-938
| -8% | -$74.5K | 0.49% | 22 |
|
|
2017
Q2 | $918K | Hold |
11,361
| – | – | 0.54% | 23 |
|
|
2017
Q1 | $932K | Sell |
11,361
-1,394
| -11% | -$116K | 0.59% | 18 |
|
|
2016
Q4 | $1.15M | Hold |
12,755
| – | – | 0.7% | 16 |
|
|
2016
Q3 | $1.11M | Hold |
12,755
| – | – | 0.85% | 17 |
|
|
2016
Q2 | $1.2M | Hold |
12,755
| – | – | 0.97% | 14 |
|
|
2016
Q1 | $1.07M | Hold |
12,755
| – | – | 0.84% | 13 |
|
|
2015
Q4 | $994K | Hold |
12,755
| – | – | 0.84% | 15 |
|
|
2015
Q3 | $948K | Hold |
12,755
| – | – | 0.85% | 15 |
|
|
2015
Q2 | $1.06M | Sell |
12,755
-1,393
| -10% | -$120K | 0.92% | 11 |
|
|
2015
Q1 | $1.2M | Hold |
14,148
| – | – | 0.93% | 10 |
|
|
2014
Q4 | $1.31M | Sell |
14,148
-170
| -1% | -$15.9K | 1.03% | 11 |
|
|
2014
Q3 | $1.35M | Buy |
14,318
+2,182
| +18% | +$217K | 1.1% | 10 |
|
|
2014
Q2 | $1.22M | Hold |
12,136
| – | – | 1.01% | 10 |
|
|
2014
Q1 | $1.19M | Sell |
12,136
-108
| -0.9% | -$10.3K | 1.02% | 10 |
|
|
2013
Q4 | $1.24M | Hold |
12,244
| – | – | 1.04% | 10 |
|
|
2013
Q3 | $1.05M | Hold |
12,244
| – | – | 0.95% | 10 |
|
|
2013
Q2 | $1.11M | Buy |
+12,244
| New | +$1.1M | 1.06% | 9 |
|
Other funds holding XOM
Palisades Hudson Asset Management's XOM Position: Q2 2026 in Review
Palisades Hudson Asset Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,325 shares — an estimated $226K sold.
Palisades Hudson Asset Management first reported a position in XOM in Q2 2013 and held it in 35 quarters. The position peaked at $1.35M in Q3 2014. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Palisades Hudson Asset Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
- Palisades Hudson Asset Management sold 1,325 ExxonMobil shares in Q2 2026, an estimated $226K.
- Palisades Hudson Asset Management first reported a position in ExxonMobil in Q2 2013 and held it in 35 quarters.
- Palisades Hudson Asset Management's ExxonMobil position peaked at $1.35M in Q3 2014.
- 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Palisades Hudson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.