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Recurrent Investment Advisors’s ExxonMobil XOM Stock Holding History

Recurrent Investment Advisors’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 		$9.89M Buy
58,300
+900
+2% +$131K 0.6% 27
2025
Q4 		$6.91M Sell
57,400
-377
-0.7% -$43.7K 0.51% 25
2025
Q3 		$6.51M Buy
57,777
+11
+0% +$1.22K 0.5% 27
2025
Q2 		$6.23M Buy
57,766
+5,635
+11% +$602K 0.5% 24
2025
Q1 		$6.2M Buy
52,131
+806
+2% +$89.1K 0.53% 23
2024
Q4 		$5.52M Buy
51,325
+41,376
+416% +$4.84M 0.51% 23
2024
Q3 		$1.17M Sell
9,949
-666
-6% -$76.9K 0.12% 37
2024
Q2 		$1.22M Sell
10,615
-203
-2% -$23.6K 0.13% 36
2024
Q1 		$1.26M Hold
10,818
– – 0.15% 34
2023
Q4 		$1.08M Sell
10,818
-1,183
-10% -$124K 0.16% 33
2023
Q3 		$1.41M Buy
12,001
+10
+0.1% +$1.1K 0.21% 36
2023
Q2 		$1.29M Buy
11,991
+545
+5% +$59.5K 0.22% 39
2023
Q1 		$1.26M Hold
11,446
– – 0.25% 34
2022
Q4 		$1.26M Hold
11,446
– – 0.27% 32
2022
Q3 		$999K Buy
11,446
+1,993
+21% +$182K 0.27% 32
2022
Q2 		$810K Hold
9,453
– – 0.25% 35
2022
Q1 		$781K Hold
9,453
– – 0.25% 37
2021
Q4 		$578K Hold
9,453
– – 0.23% 40
2021
Q3 		$556K Hold
9,453
– – 0.24% 37
2021
Q2 		$596K Hold
9,453
– – 0.3% 39
2021
Q1 		$528K Hold
9,453
– – 0.33% 42
2020
Q4 		$390K Buy
9,453
+91
+1% +$3.41K 0.29% 41
2020
Q3 		$321K Hold
9,362
– – 0.34% 38
2020
Q2 		$419K Hold
9,362
– – 0.39% 37
2020
Q1 		$355K Hold
9,362
– – 0.67% 31
2019
Q4 		$653K Buy
+9,362
New +$647K 0.83% 30

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Recurrent Investment Advisors's XOM Position: Q1 2026 in Review

Recurrent Investment Advisors increased its ExxonMobil (XOM) stake by 1.6% in Q1 2026, buying an estimated $131K and bringing the position to 58,300 shares worth $9.89M. The position accounts for 0.6% of the portfolio, ranked #27.

Recurrent Investment Advisors first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Recurrent Investment Advisors held 58,300 shares of ExxonMobil worth $9.89M as of Q1 2026.
  • Recurrent Investment Advisors bought 900 ExxonMobil shares in Q1 2026, an estimated $131K.
  • ExxonMobil made up 0.6% of Recurrent Investment Advisors's portfolio in Q1 2026, its #27 holding.
  • Recurrent Investment Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Recurrent Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.