PAM
XOM icon

Peak Asset Management’s ExxonMobil XOM Stock Holding History

Peak Asset 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 		$2.59M Sell
15,280
-1,834
-11% -$268K 0.46% 47
2025
Q4 		$2.06M Sell
17,114
-100
-0.6% -$11.6K 0.35% 55
2025
Q3 		$1.94M Sell
17,214
-240
-1% -$26.7K 0.34% 56
2025
Q2 		$1.88M Buy
17,454
+2,448
+16% +$262K 0.34% 55
2025
Q1 		$1.78M Sell
15,006
-347
-2% -$38.4K 0.34% 54
2024
Q4 		$1.65M Sell
15,353
-356
-2% -$41.6K 0.31% 64
2024
Q3 		$1.84M Buy
15,709
+1
+0% +$115 0.35% 58
2024
Q2 		$1.81M Sell
15,708
-195
-1% -$22.7K 0.35% 57
2024
Q1 		$1.85M Buy
15,903
+101
+0.6% +$10.6K 0.37% 59
2023
Q4 		$1.58M Buy
15,802
+131
+0.8% +$13.8K 0.35% 60
2023
Q3 		$1.84M Buy
15,671
+1
+0% +$110 0.44% 54
2023
Q2 		$1.68M Sell
15,670
-374
-2% -$40.8K 0.39% 59
2023
Q1 		$1.76M Buy
16,044
+792
+5% +$87.6K 0.43% 52
2022
Q4 		$1.68M Buy
15,252
+1
+0% +$107 0.44% 54
2022
Q3 		$1.33M Sell
15,251
-410
-3% -$37.4K 0.38% 57
2022
Q2 		$1.34M Sell
15,661
-180
-1% -$16.2K 0.37% 56
2022
Q1 		$1.31M Sell
15,841
-135
-0.8% -$10.5K 0.3% 61
2021
Q4 		$978K Buy
15,976
+562
+4% +$35.1K 0.23% 70
2021
Q3 		$907K Hold
15,414
– – 0.22% 72
2021
Q2 		$972K Sell
15,414
-85
-0.5% -$5.08K 0.24% 67
2021
Q1 		$865K Sell
15,499
-709
-4% -$37.2K 0.21% 76
2020
Q4 		$668K Sell
16,208
-917
-5% -$34.4K 0.17% 76
2020
Q3 		$588K Buy
17,125
+797
+5% +$32.6K 0.18% 75
2020
Q2 		$730K Buy
16,328
+173
+1% +$7.76K 0.23% 60
2020
Q1 		$613K Buy
16,155
+2,078
+15% +$115K 0.24% 61
2019
Q4 		$982K Sell
14,077
-66
-0.5% -$4.56K 0.3% 56
2019
Q3 		$999K Buy
14,143
+66
+0.5% +$4.77K 0.33% 52
2019
Q2 		$1.08M Buy
14,077
+209
+2% +$16.2K 0.35% 54
2019
Q1 		$1.12M Sell
13,868
-416
-3% -$31.7K 0.38% 52
2018
Q4 		$974K Buy
14,284
+565
+4% +$44.3K 0.37% 53
2018
Q3 		$1.17M Sell
13,719
-416
-3% -$34K 0.39% 48
2018
Q2 		$1.17M Sell
14,135
-603
-4% -$48K 0.42% 45
2018
Q1 		$1.1M Sell
14,738
-2,108
-13% -$169K 0.4% 44
2017
Q4 		$1.41M Sell
16,846
-1,657
-9% -$137K 0.52% 43
2017
Q3 		$1.52M Buy
18,503
+531
+3% +$42.2K 0.54% 43
2017
Q2 		$1.45M Buy
17,972
+950
+6% +$77.7K 0.54% 45
2017
Q1 		$1.4M Sell
17,022
-901
-5% -$75.3K 0.53% 46
2016
Q4 		$1.62M Sell
17,923
-1,600
-8% -$140K 0.65% 40
2016
Q3 		$1.7M Buy
19,523
+37
+0.2% +$3.28K 0.72% 34
2016
Q2 		$1.83M Sell
19,486
-709
-4% -$62.7K 0.81% 31
2016
Q1 		$1.69M Buy
20,195
+23
+0.1% +$1.84K 0.8% 33
2015
Q4 		$1.57M Buy
20,172
+1,406
+7% +$112K 0.77% 33
2015
Q3 		$1.4M Buy
18,766
+2,618
+16% +$202K 0.74% 33
2015
Q2 		$1.34M Buy
16,148
+8,345
+107% +$717K 0.7% 34
2015
Q1 		$663K Sell
7,803
-880
-10% -$78K 0.33% 51
2014
Q4 		$803K Buy
+8,683
New +$810K 0.42% 46

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Peak Asset Management's XOM Position: Q1 2026 in Review

Peak Asset Management reduced its ExxonMobil (XOM) stake by 11% in Q1 2026, selling an estimated $268K and leaving 15,280 shares worth $2.59M. The position accounts for 0.46% of the portfolio, ranked #47.

Peak Asset Management 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.

  • Peak Asset Management held 15,280 shares of ExxonMobil worth $2.59M as of Q1 2026.
  • Peak Asset Management sold 1,834 ExxonMobil shares in Q1 2026, an estimated $268K.
  • ExxonMobil made up 0.46% of Peak Asset Management's portfolio in Q1 2026, its #47 holding.
  • Peak Asset Management 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 Peak Asset Management's 13F filing for Q1 2026, filed 15 May 2026.