Proficio Capital Partners’s ExxonMobil XOM Stock Holding History

Proficio Capital Partners’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	$930K	Buy	5,482 +59	+1%	+$8.61K	0.05%	137
2025 Q4	$653K	Sell	5,423 -221	-4%	-$25.6K	0.05%	151
2025 Q3	$636K	Sell	5,644 -11,177	-66%	-$1.24M	0.04%	114
2025 Q2	$1.81M	Sell	16,821 -2,223	-12%	-$238K	0.11%	109
2025 Q1	$2.26M	Buy	19,044 +792	+4%	+$87.6K	0.18%	78
2024 Q4	$1.96M	Buy	18,252 +4,760	+35%	+$557K	0.16%	72
2024 Q3	$1.58M	Sell	13,492 -3,865	-22%	-$446K	0.16%	76
2024 Q2	$2M	Buy	17,357 +2,410	+16%	+$281K	0.21%	70
2024 Q1	$1.74M	Buy	14,947 +2,275	+18%	+$238K	0.19%	74
2023 Q4	$1.27M	Sell	12,672 -534	-4%	-$56.1K	0.16%	75
2023 Q3	$1.55M	Buy	13,206 +175	+1%	+$19.2K	0.21%	66
2023 Q2	$1.4M	Buy	13,031 +144	+1%	+$15.7K	0.19%	69
2023 Q1	$1.41M	Buy	12,887 +262	+2%	+$29K	0.22%	66
2022 Q4	$1.4M	Buy	12,625 +5,478	+77%	+$587K	0.26%	60
2022 Q3	$625K	Sell	7,147 -305	-4%	-$27.8K	0.12%	102
2022 Q2	$638K	Buy	7,452 +778	+12%	+$70.2K	0.12%	103
2022 Q1	$551K	Sell	6,674 -1,883	-22%	-$146K	0.08%	125
2021 Q4	$524K	Buy	8,557 +320	+4%	+$20K	0.07%	139
2021 Q3	$484K	Sell	8,237 -861	-9%	-$49.1K	0.06%	147
2021 Q2	$574K	Buy	9,098 +435	+5%	+$26K	0.07%	128
2021 Q1	$484K	Buy	8,663 +1,888	+28%	+$99K	0.06%	133
2020 Q4	$279K	Buy	+6,775	New	+$254K	0.04%	147
2020 Q3	–	Sell	-6,899	Closed	-$312K	–	193
2020 Q2	$312K	Buy	6,899 +2,172	+46%	+$97.4K	0.06%	119
2020 Q1	$201K	Buy	4,727 +1,255	+36%	+$69.3K	0.05%	144
2019 Q4	$242K	Buy	3,472 +65	+2%	+$4.5K	0.07%	112
2019 Q3	$241K	Sell	3,407 -569	-14%	-$41.1K	0.09%	107
2019 Q2	$305K	Sell	3,976 -36	-0.9%	-$2.79K	0.1%	107
2019 Q1	$324K	Sell	4,012 -411	-9%	-$31.3K	0.12%	94
2018 Q4	$302K	Buy	4,423 +521	+13%	+$40.9K	0.13%	83
2018 Q3	$332K	Sell	3,902 -286	-7%	-$23.4K	0.11%	90
2018 Q2	$346K	Buy	4,188 +241	+6%	+$19.2K	0.14%	95
2018 Q1	$294K	Buy	3,947 +200	+5%	+$16K	0.09%	104
2017 Q4	$313K	Buy	3,747 +182	+5%	+$15.1K	0.1%	103
2017 Q3	$292K	Sell	3,565 -1,094	-23%	-$86.9K	0.12%	107
2017 Q2	$376K	Sell	4,659 -23	-0.5%	-$1.88K	0.16%	97
2017 Q1	$385K	Buy	4,682 +2,379	+103%	+$199K	0.17%	98
2016 Q4	$208K	Buy	2,303 +46	+2%	+$4.02K	0.09%	135
2016 Q3	$197K	Buy	2,257 +42	+2%	+$3.73K	0.11%	127
2016 Q2	$200K	Buy	2,215 +1,451	+190%	+$128K	0.13%	122
2016 Q1	$64K	Buy	764 +16	+2%	+$1.28K	0.05%	176
2015 Q4	$58K	Buy	+748	New	+$59.8K	0.06%	134

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

Proficio Capital Partners's XOM Position: Q1 2026 in Review

Proficio Capital Partners increased its ExxonMobil (XOM) stake by 1.1% in Q1 2026, buying an estimated $8.61K and bringing the position to 5,482 shares worth $930K. The position accounts for 0.05% of the portfolio, ranked #137.

Proficio Capital Partners first reported a position in XOM in Q4 2015 and has held it in 41 quarters since. The position peaked at $2.26M in Q1 2025. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Proficio Capital Partners held 5,482 shares of ExxonMobil worth $930K as of Q1 2026.
Proficio Capital Partners bought 59 ExxonMobil shares in Q1 2026, an estimated $8.61K.
ExxonMobil made up 0.05% of Proficio Capital Partners's portfolio in Q1 2026, its #137 holding.
Proficio Capital Partners first reported a position in ExxonMobil in Q4 2015 and has held it in 41 quarters since.
Proficio Capital Partners's ExxonMobil position peaked at $2.26M in Q1 2025.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.