Patten Group’s ExxonMobil XOM Stock Holding History

Patten Group’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	$5.01M	Buy	29,534 +460	+2%	+$67.1K	0.87%	22
2025 Q4	$3.5M	Sell	29,074 -77	-0.3%	-$8.93K	0.65%	34
2025 Q3	$3.29M	Buy	29,151 +254	+0.9%	+$28.2K	0.64%	40
2025 Q2	$3.12M	Sell	28,897 -1,298	-4%	-$139K	0.66%	34
2025 Q1	$3.59M	Sell	30,195 -1,365	-4%	-$151K	0.82%	28
2024 Q4	$3.39M	Sell	31,560 -4	-0%	-$468	0.75%	28
2024 Q3	$3.7M	Sell	31,564 -4	-0%	-$462	0.82%	24
2024 Q2	$3.63M	Buy	31,568 +159	+0.5%	+$18.5K	0.86%	21
2024 Q1	$3.65M	Buy	31,409 +264	+0.8%	+$27.6K	0.9%	22
2023 Q4	$3.11M	Sell	31,145 -123	-0.4%	-$12.9K	0.85%	29
2023 Q3	$3.68M	Buy	31,268 +109	+0.3%	+$12K	1.1%	18
2023 Q2	$3.34M	Sell	31,159 -332	-1%	-$36.2K	0.5%	23
2023 Q1	$3.45M	Buy	31,491 +858	+3%	+$94.9K	1.04%	18
2022 Q4	$3.38M	Buy	30,633 +157	+0.5%	+$16.8K	1.06%	20
2022 Q3	$3.08M	Buy	30,476 +2,239	+8%	+$204K	1.06%	20
2022 Q2	$2.43M	Buy	28,237 +181	+0.6%	+$16.3K	0.78%	25
2022 Q1	$2.32M	Buy	28,056 +888	+3%	+$69K	0.65%	37
2021 Q4	$1.66M	Sell	27,168 -753	-3%	-$47.1K	0.44%	62
2021 Q3	$1.64M	Buy	27,921 +266	+1%	+$15.2K	0.48%	58
2021 Q2	$1.74M	Buy	27,655 +1,195	+5%	+$71.3K	0.51%	57
2021 Q1	$1.48M	Sell	26,460 -195	-0.7%	-$10.2K	0.47%	65
2020 Q4	$1.1M	Sell	26,655 -9,488	-26%	-$356K	0.3%	83
2020 Q3	$1.24M	Sell	36,143 -1,842	-5%	-$75.3K	0.48%	64
2020 Q2	$1.7M	Sell	37,985 -280	-0.7%	-$12.6K	0.73%	35
2020 Q1	$1.45M	Sell	38,265 -3,428	-8%	-$189K	0.75%	36
2019 Q4	$2.91M	Sell	41,693 -1,787	-4%	-$124K	1.08%	18
2019 Q3	$3.07M	Sell	43,480 -1,089	-2%	-$78.7K	1.25%	14
2019 Q2	$3.42M	Buy	44,569 +1,545	+4%	+$120K	1.4%	13
2019 Q1	$3.48M	Buy	43,024 +1,324	+3%	+$101K	1.5%	13
2018 Q4	$2.84M	Buy	41,700 +492	+1%	+$38.6K	1.35%	14
2018 Q3	$3.5M	Buy	41,208 +4,241	+11%	+$347K	1.34%	14
2018 Q2	$3.06M	Buy	36,967 +4,519	+14%	+$360K	1.23%	17
2018 Q1	$2.42M	Sell	32,448 -648	-2%	-$51.8K	0.99%	26
2017 Q4	$2.77M	Sell	33,096 -1,296	-4%	-$107K	1.1%	19
2017 Q3	$2.82M	Sell	34,392 -1,409	-4%	-$112K	1.14%	18
2017 Q2	$2.87M	Sell	35,801 -3,907	-10%	-$320K	1.16%	18
2017 Q1	$3.29M	Buy	39,708 +1,289	+3%	+$108K	1.43%	12
2016 Q4	$3.29M	Sell	38,419 -4,648	-11%	-$406K	1.47%	12
2016 Q3	$3.73M	Sell	43,067 -737	-2%	-$65.4K	1.75%	6
2016 Q2	$4.11M	Buy	43,804 +70	+0.2%	+$6.19K	1.92%	6
2016 Q1	$3.66M	Buy	43,734 +646	+1%	+$51.7K	1.73%	8
2015 Q4	$3.36M	Sell	43,088 -5,228	-11%	-$418K	1.61%	10
2015 Q3	$3.59M	Sell	48,316 -1,871	-4%	-$144K	1.85%	8
2015 Q2	$4.18M	Buy	50,187 +11	+0%	+$946	1.98%	7
2015 Q1	$4.26M	Sell	50,176 -368	-0.7%	-$32.6K	2.18%	7
2014 Q4	$4.67M	Buy	+50,544	New	+$4.71M	2.27%	6

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

Patten Group's XOM Position: Q1 2026 in Review

Patten Group increased its ExxonMobil (XOM) stake by 1.6% in Q1 2026, buying an estimated $67.1K and bringing the position to 29,534 shares worth $5.01M. The position accounts for 0.87% of the portfolio, ranked #22.

Patten Group first reported a position in XOM in Q4 2014 and has held it in 46 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Patten Group held 29,534 shares of ExxonMobil worth $5.01M as of Q1 2026.
Patten Group bought 460 ExxonMobil shares in Q1 2026, an estimated $67.1K.
ExxonMobil made up 0.87% of Patten Group's portfolio in Q1 2026, its #22 holding.
Patten Group first reported a position in ExxonMobil in Q4 2014 and has held it in 46 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.