PYA Waltman Capital’s ExxonMobil XOM Stock Holding History

PYA Waltman Capital’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	$859K	Sell	5,060 -30	-0.6%	-$4.38K	0.24%	50
2025 Q4	$613K	Sell	5,090 -252	-5%	-$29.2K	0.16%	55
2025 Q3	$602K	Buy	5,342 +151	+3%	+$16.8K	0.16%	56
2025 Q2	$560K	Sell	5,191 -1,617	-24%	-$173K	0.16%	56
2025 Q1	$810K	Sell	6,808 -1,646	-19%	-$182K	0.25%	54
2024 Q4	$909K	Hold	8,454	–	–	0.29%	54
2024 Q3	$991K	Hold	8,454	–	–	0.32%	51
2024 Q2	$973K	Hold	8,454	–	–	0.36%	46
2024 Q1	$983K	Hold	8,454	–	–	0.36%	44
2023 Q4	$845K	Hold	8,454	–	–	0.35%	44
2023 Q3	$994K	Sell	8,454 -338	-4%	-$37.1K	0.42%	40
2023 Q2	$984K	Buy	8,792 +5,277	+150%	+$576K	0.42%	35
2023 Q1	$385K	Buy	3,515 +200	+6%	+$22.1K	0.19%	51
2022 Q4	$366K	Hold	3,315	–	–	0.19%	43
2022 Q3	$289K	Hold	3,315	–	–	0.17%	41
2022 Q2	$284K	Hold	3,315	–	–	0.16%	36
2022 Q1	$274K	Hold	3,315	–	–	0.14%	36
2021 Q4	$203K	Buy	+3,315	New	+$207K	0.1%	41

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

PYA Waltman Capital's XOM Position: Q1 2026 in Review

PYA Waltman Capital reduced its ExxonMobil (XOM) stake by 0.59% in Q1 2026, selling an estimated $4.38K and leaving 5,060 shares worth $859K. The position accounts for 0.24% of the portfolio, ranked #50.

PYA Waltman Capital first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. The position peaked at $994K in Q3 2023. 4,763 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

PYA Waltman Capital held 5,060 shares of ExxonMobil worth $859K as of Q1 2026.
PYA Waltman Capital sold 30 ExxonMobil shares in Q1 2026, an estimated $4.38K.
ExxonMobil made up 0.24% of PYA Waltman Capital's portfolio in Q1 2026, its #50 holding.
PYA Waltman Capital first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
PYA Waltman Capital's ExxonMobil position peaked at $994K in Q3 2023.
4,763 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.