Portfolio Strategies’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $553K | Sell |
3,257
-115
| -3% | -$16.8K | 0.07% | 43 |
|
|
2025
Q4 | $406K | Buy |
3,372
+348
| +12% | +$40.4K | 0.05% | 44 |
|
|
2025
Q3 | $341K | Sell |
3,024
-849
| -22% | -$94.4K | 0.04% | 51 |
|
|
2025
Q2 | $417K | Sell |
3,873
-622
| -14% | -$66.5K | 0.05% | 32 |
|
|
2025
Q1 | $535K | Sell |
4,495
-669
| -13% | -$74K | 0.08% | 28 |
|
|
2024
Q4 | $555K | Sell |
5,164
-1,647
| -24% | -$193K | 0.08% | 26 |
|
|
2024
Q3 | $734K | Sell |
6,811
-973
| -13% | -$112K | 0.1% | 25 |
|
|
2024
Q2 | $896K | Hold |
7,784
| – | – | 0.12% | 22 |
|
|
2024
Q1 | $905K | Sell |
7,784
-36
| -0.5% | -$3.77K | 0.06% | 66 |
|
|
2023
Q4 | $782K | Sell |
7,820
-170
| -2% | -$17.9K | 0.13% | 24 |
|
|
2023
Q3 | $939K | Sell |
7,990
-215
| -3% | -$23.6K | 0.18% | 29 |
|
|
2023
Q2 | $880K | Sell |
8,205
-1
| -0% | -$109 | 0.16% | 27 |
|
|
2023
Q1 | $900K | Sell |
8,206
-50
| -0.6% | -$5.53K | 0.18% | 36 |
|
|
2022
Q4 | $911K | Sell |
8,256
-1,116
| -12% | -$120K | 0.2% | 28 |
|
|
2022
Q3 | $818K | Buy |
9,372
+350
| +4% | +$32K | 0.21% | 38 |
|
|
2022
Q2 | $773K | Hold |
9,022
| – | – | 0.18% | 35 |
|
|
2022
Q1 | $745K | Buy |
9,022
+1,659
| +23% | +$129K | 0.14% | 36 |
|
|
2021
Q4 | $451K | Hold |
7,363
| – | – | 0.08% | 38 |
|
|
2021
Q3 | $433K | Hold |
7,363
| – | – | 0.09% | 39 |
|
|
2021
Q2 | $464K | Hold |
7,363
| – | – | 0.09% | 39 |
|
|
2021
Q1 | $411K | Buy |
7,363
+319
| +5% | +$16.7K | 0.09% | 53 |
|
|
2020
Q4 | $290K | Hold |
7,044
| – | – | 0.06% | 46 |
|
|
2020
Q3 | $242K | Hold |
7,044
| – | – | 0.07% | 45 |
|
|
2020
Q2 | $315K | Hold |
7,044
| – | – | 0.11% | 39 |
|
|
2020
Q1 | $267K | Hold |
7,044
| – | – | 0.15% | 33 |
|
|
2019
Q4 | $492K | Sell |
7,044
-25
| -0.4% | -$1.73K | 0.23% | 44 |
|
|
2019
Q3 | $499K | Buy |
+7,069
| New | +$511K | 0.26% | 44 |
|
|
2019
Q2 | – | Sell |
-7,144
| Closed | -$577K | – | 65 |
|
|
2019
Q1 | $577K | Buy |
+7,144
| New | +$545K | 0.46% | 42 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$9K | – | 209 |
|
|
2018
Q3 | $9K | Hold |
100
| – | – | 0.01% | 150 |
|
|
2018
Q2 | $8K | Hold |
100
| – | – | 0.01% | 170 |
|
|
2018
Q1 | $7K | Hold |
100
| – | – | 0.01% | 177 |
|
|
2017
Q4 | $8K | Buy |
+100
| New | +$8.27K | 0.01% | 182 |
|
Other funds holding XOM
VCM
VPM
Portfolio Strategies's XOM Position: Q1 2026 in Review
Portfolio Strategies reduced its ExxonMobil (XOM) stake by 3.4% in Q1 2026, selling an estimated $16.8K and leaving 3,257 shares worth $553K. The position accounts for 0.07% of the portfolio, ranked #43.
Portfolio Strategies first reported a position in XOM in Q4 2017 and has held it in 32 quarters since. The position peaked at $939K in Q3 2023. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Portfolio Strategies held 3,257 shares of ExxonMobil worth $553K as of Q1 2026.
- Portfolio Strategies sold 115 ExxonMobil shares in Q1 2026, an estimated $16.8K.
- ExxonMobil made up 0.07% of Portfolio Strategies's portfolio in Q1 2026, its #43 holding.
- Portfolio Strategies first reported a position in ExxonMobil in Q4 2017 and has held it in 32 quarters since.
- Portfolio Strategies's ExxonMobil position peaked at $939K in Q3 2023.
- 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Portfolio Strategies's 13F filing for Q1 2026, filed 5 May 2026.