Providence Capital Advisors’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
$610K Sell
3,597
-909
-20% -$133K 0.1% 107
2025
Q4
$542K Sell
4,506
-200
-4% -$23.2K 0.09% 112
2025
Q3
$531K Sell
4,706
-26
-0.5% -$2.89K 0.09% 106
2025
Q2
$510K Buy
4,732
+2,793
+144% +$299K 0.09% 110
2025
Q1
$231K Buy
+1,939
New +$214K 0.05% 115
2024
Q4
Sell
-830
Closed -$97.3K 351
2024
Q3
$97.3K Hold
830
0.02% 134
2024
Q2
$95.5K Sell
830
-52,500
-98% -$6.11M 0.02% 128
2024
Q1
$6.2M Buy
53,330
+52,500
+6,325% +$5.49M 1.35% 24
2023
Q4
$83K Buy
830
+61
+8% +$6.41K 0.02% 136
2023
Q3
$90.4K Buy
769
+39
+5% +$4.28K 0.02% 131
2023
Q2
$78.3K Hold
730
0.02% 132
2023
Q1
$80.1K Sell
730
-12
-2% -$1.33K 0.02% 126
2022
Q4
$81.8K Hold
742
0.02% 128
2022
Q3
$65K Hold
742
0.02% 129
2022
Q2
$64K Sell
742
-90
-11% -$8.12K 0.02% 133
2022
Q1
$69K Hold
832
0.02% 151
2021
Q4
$51K Hold
832
0.01% 156
2021
Q3
$49K Sell
832
-1,167
-58% -$66.5K 0.02% 155
2021
Q2
$126K Buy
1,999
+866
+76% +$51.7K 0.04% 115
2021
Q1
$63K Hold
1,133
0.02% 126
2020
Q4
$47K Sell
1,133
-1,150
-50% -$43.1K 0.02% 147
2020
Q3
$78K Hold
2,283
0.04% 98
2020
Q2
$102K Sell
2,283
-52,027
-96% -$2.33M 0.06% 93
2020
Q1
$2.06M Buy
54,310
+11,116
+26% +$614K 1.24% 35
2019
Q4
$3.01M Buy
43,194
+4,800
+13% +$332K 1.62% 18
2019
Q3
$2.71M Buy
38,394
+3,439
+10% +$249K 1.59% 22
2019
Q2
$2.68M Buy
34,955
+1,259
+4% +$97.5K 1.59% 16
2019
Q1
$2.72M Buy
33,696
+1,692
+5% +$129K 1.71% 11
2018
Q4
$2.18M Buy
32,004
+1,441
+5% +$113K 1.5% 16
2018
Q3
$2.6M Buy
30,563
+3,243
+12% +$265K 1.7% 10
2018
Q2
$2.26M Sell
27,320
-200
-0.7% -$15.9K 1.58% 12
2018
Q1
$2.05M Buy
27,520
+24,714
+881% +$1.98M 1.54% 14
2017
Q4
$235K Buy
+2,806
New +$232K 0.18% 86

Other funds holding XOM

Providence Capital Advisors's XOM Position: Q1 2026 in Review

Providence Capital Advisors reduced its ExxonMobil (XOM) stake by 20% in Q1 2026, selling an estimated $133K and leaving 3,597 shares worth $610K. The position accounts for 0.1% of the portfolio, ranked #107.

Providence Capital Advisors first reported a position in XOM in Q4 2017 and has held it in 33 quarters since. The position peaked at $6.2M in Q1 2024. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Providence Capital Advisors held 3,597 shares of ExxonMobil worth $610K as of Q1 2026.
  • Providence Capital Advisors sold 909 ExxonMobil shares in Q1 2026, an estimated $133K.
  • ExxonMobil made up 0.1% of Providence Capital Advisors's portfolio in Q1 2026, its #107 holding.
  • Providence Capital Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 33 quarters since.
  • Providence Capital Advisors's ExxonMobil position peaked at $6.2M in Q1 2024.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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