ProVise Management Group’s ExxonMobil XOM Stock Holding History

ProVise Management 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	$29.7M	Sell	175,312 -177	-0.1%	-$25.8K	2.14%	10
2025 Q4	$21.1M	Buy	175,489 +7,057	+4%	+$818K	1.5%	16
2025 Q3	$19M	Buy	168,432 +8,531	+5%	+$948K	1.4%	20
2025 Q2	$17.2M	Buy	159,901 +11,028	+7%	+$1.18M	1.36%	20
2025 Q1	$17.7M	Buy	148,873 +4,530	+3%	+$501K	1.5%	17
2024 Q4	$15.5M	Sell	144,343 -4,726	-3%	-$553K	1.33%	22
2024 Q3	$17.5M	Buy	149,069 +2,900	+2%	+$335K	1.38%	20
2024 Q2	$16.8M	Buy	146,169 +9,990	+7%	+$1.16M	1.43%	20
2024 Q1	$15.8M	Buy	136,179 +11,555	+9%	+$1.21M	1.37%	20
2023 Q4	$12.5M	Buy	124,624 +3,218	+3%	+$338K	1.06%	26
2023 Q3	$14.3M	Sell	121,406 -5,883	-5%	-$645K	1.33%	20
2023 Q2	$13.7M	Buy	127,289 +3,819	+3%	+$417K	1.24%	23
2023 Q1	$13.5M	Buy	123,470 +4,610	+4%	+$510K	1.29%	22
2022 Q4	$13.1M	Buy	118,860 +6,815	+6%	+$730K	1.33%	21
2022 Q3	$9.78M	Buy	112,045 +2,135	+2%	+$195K	1.09%	25
2022 Q2	$9.41M	Sell	109,910 -1,327	-1%	-$120K	1%	27
2022 Q1	$9.19M	Buy	111,237 +41,165	+59%	+$3.2M	0.87%	33
2021 Q4	$4.29M	Buy	70,072 +17,756	+34%	+$1.11M	0.39%	74
2021 Q3	$3.08M	Buy	52,316 +18,106	+53%	+$1.03M	0.3%	93
2021 Q2	$2.16M	Buy	34,210 +14,772	+76%	+$882K	0.22%	114
2021 Q1	$1.08M	Buy	19,438 +2,718	+16%	+$143K	0.12%	154
2020 Q4	$689K	Sell	16,720 -20,152	-55%	-$756K	0.08%	189
2020 Q3	$1.27M	Sell	36,872 -15,183	-29%	-$621K	0.17%	127
2020 Q2	$2.33M	Buy	52,055 +9,681	+23%	+$434K	0.33%	84
2020 Q1	$1.61M	Buy	42,374 +1,321	+3%	+$72.9K	0.27%	102
2019 Q4	$2.87M	Sell	41,053 -12,613	-24%	-$872K	0.35%	84
2019 Q3	$3.79M	Buy	53,666 +4,903	+10%	+$355K	0.5%	61
2019 Q2	$3.74M	Buy	48,763 +10,748	+28%	+$832K	0.5%	58
2019 Q1	$3.07M	Buy	38,015 +15,953	+72%	+$1.22M	0.43%	66
2018 Q4	$1.5M	Sell	22,062 -1,358	-6%	-$107K	0.24%	112
2018 Q3	$1.99M	Buy	23,420 +3,337	+17%	+$273K	0.26%	108
2018 Q2	$1.66K	Buy	20,083 +3,658	+22%	+$291K	0.13%	132
2018 Q1	$1.23M	Sell	16,425 -1,179	-7%	-$94.2K	0.18%	126
2017 Q4	$1.47M	Sell	17,604 -1,109	-6%	-$91.7K	0.21%	116
2017 Q3	$1.53M	Buy	18,713 +6	+0%	+$476	0.22%	113
2017 Q2	$1.51M	Sell	18,707 -68	-0.4%	-$5.56K	0.23%	111
2017 Q1	$1.54M	Sell	18,775 -195	-1%	-$16.3K	0.25%	113
2016 Q4	$1.71M	Sell	18,970 -95	-0.5%	-$8.3K	0.29%	100
2016 Q3	$1.66M	Sell	19,065 -3,646	-16%	-$323K	0.29%	100
2016 Q2	$2.13M	Sell	22,711 -1,277	-5%	-$113K	0.39%	80
2016 Q1	$2.01M	Buy	23,988 +4,434	+23%	+$355K	0.41%	72
2015 Q4	$1.52M	Sell	19,554 -1,666	-8%	-$133K	0.32%	95
2015 Q3	$1.58M	Sell	21,220 -1,243	-6%	-$95.8K	0.37%	87
2015 Q2	$1.87M	Sell	22,463 -294	-1%	-$25.3K	0.4%	78
2015 Q1	$1.94M	Sell	22,757 -1,210	-5%	-$107K	0.41%	73
2014 Q4	$2.21M	Sell	23,967 -143	-0.6%	-$13.3K	0.48%	63
2014 Q3	$2.27M	Sell	24,110 -103	-0.4%	-$10.3K	0.49%	55
2014 Q2	$2.44M	Sell	24,213 -19,724	-45%	-$1.99M	0.53%	50
2014 Q1	$4.29M	Buy	43,937 +401	+0.9%	+$38.2K	1.04%	20
2013 Q4	$4.41M	Buy	43,536 +2,762	+7%	+$255K	1.14%	12
2013 Q3	$3.51M	Buy	40,774 +1,241	+3%	+$112K	0.99%	14
2013 Q2	$3.57M	Buy	+39,533	New	+$3.56M	1.05%	13

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

ProVise Management Group's XOM Position: Q1 2026 in Review

ProVise Management Group reduced its ExxonMobil (XOM) stake by 0.1% in Q1 2026, selling an estimated $25.8K and leaving 175,312 shares worth $29.7M. The position accounts for 2.14% of the portfolio, ranked #10.

ProVise Management Group first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

ProVise Management Group held 175,312 shares of ExxonMobil worth $29.7M as of Q1 2026.
ProVise Management Group sold 177 ExxonMobil shares in Q1 2026, an estimated $25.8K.
ExxonMobil made up 2.14% of ProVise Management Group's portfolio in Q1 2026, its #10 holding.
ProVise Management Group first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.