Roundview Capital’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 | $2.24M | Sell |
13,219
-2,099
| -14% | -$306K | 0.14% | 143 |
|
|
2025
Q4 | $1.84M | Buy |
15,318
+3,563
| +30% | +$413K | 0.11% | 161 |
|
|
2025
Q3 | $1.33M | Buy |
11,755
+70
| +0.6% | +$7.78K | 0.08% | 196 |
|
|
2025
Q2 | $1.26M | Sell |
11,685
-92
| -0.8% | -$9.84K | 0.08% | 190 |
|
|
2025
Q1 | $1.4M | Sell |
11,777
-224
| -2% | -$24.8K | 0.1% | 174 |
|
|
2024
Q4 | $1.29M | Buy |
12,001
+1,141
| +11% | +$133K | 0.09% | 189 |
|
|
2024
Q3 | $1.27M | Buy |
10,860
+230
| +2% | +$26.6K | 0.09% | 191 |
|
|
2024
Q2 | $1.22M | Sell |
10,630
-170
| -2% | -$19.8K | 0.1% | 183 |
|
|
2024
Q1 | $1.26M | Sell |
10,800
-689
| -6% | -$72.1K | 0.1% | 184 |
|
|
2023
Q4 | $1.15M | Buy |
11,489
+33
| +0.3% | +$3.47K | 0.11% | 178 |
|
|
2023
Q3 | $1.35M | Sell |
11,456
-649
| -5% | -$71.2K | 0.14% | 152 |
|
|
2023
Q2 | $1.3M | Sell |
12,105
-443
| -4% | -$48.3K | 0.13% | 160 |
|
|
2023
Q1 | $1.38M | Buy |
12,548
+1,834
| +17% | +$203K | 0.14% | 152 |
|
|
2022
Q4 | $1.18M | Sell |
10,714
-217
| -2% | -$23.3K | 0.13% | 165 |
|
|
2022
Q3 | $954K | Sell |
10,931
-96
| -0.9% | -$8.77K | 0.12% | 163 |
|
|
2022
Q2 | $944K | Buy |
11,027
+4
| +0% | +$361 | 0.11% | 168 |
|
|
2022
Q1 | $910K | Sell |
11,023
-56
| -0.5% | -$4.35K | 0.09% | 186 |
|
|
2021
Q4 | $678K | Sell |
11,079
-1,441
| -12% | -$90.1K | 0.07% | 220 |
|
|
2021
Q3 | $736K | Buy |
12,520
+2,591
| +26% | +$148K | 0.08% | 210 |
|
|
2021
Q2 | $626K | Sell |
9,929
-726
| -7% | -$43.3K | 0.07% | 217 |
|
|
2021
Q1 | $595K | Sell |
10,655
-195
| -2% | -$10.2K | 0.07% | 209 |
|
|
2020
Q4 | $447K | Sell |
10,850
-220
| -2% | -$8.25K | 0.06% | 206 |
|
|
2020
Q3 | $380K | Sell |
11,070
-4,128
| -27% | -$169K | 0.06% | 201 |
|
|
2020
Q2 | $680K | Buy |
15,198
+612
| +4% | +$27.4K | 0.12% | 170 |
|
|
2020
Q1 | $554K | Sell |
14,586
-18,148
| -55% | -$1M | 0.12% | 168 |
|
|
2019
Q4 | $2.28M | Sell |
32,734
-3,716
| -10% | -$257K | 0.43% | 67 |
|
|
2019
Q3 | $2.57M | Sell |
36,450
-1,720
| -5% | -$124K | 0.56% | 52 |
|
|
2019
Q2 | $2.92M | Sell |
38,170
-11,751
| -24% | -$910K | 0.66% | 40 |
|
|
2019
Q1 | $4.03M | Sell |
49,921
-1,720
| -3% | -$131K | 0.96% | 22 |
|
|
2018
Q4 | $3.52M | Sell |
51,641
-258
| -0.5% | -$20.2K | 0.99% | 21 |
|
|
2018
Q3 | $4.41M | Buy |
51,899
+459
| +0.9% | +$37.5K | 1.09% | 20 |
|
|
2018
Q2 | $4.26M | Buy |
51,440
+5,350
| +12% | +$426K | 1.12% | 21 |
|
|
2018
Q1 | $3.44M | Sell |
46,090
-2,002
| -4% | -$160K | 0.97% | 23 |
|
|
2017
Q4 | $4.02M | Buy |
48,092
+3,730
| +8% | +$308K | 1.04% | 20 |
|
|
2017
Q3 | $3.64M | Buy |
44,362
+3,087
| +7% | +$245K | 1.04% | 21 |
|
|
2017
Q2 | $3.33M | Buy |
41,275
+2,685
| +7% | +$220K | 0.97% | 21 |
|
|
2017
Q1 | $3.17M | Buy |
38,590
+2,680
| +7% | +$224K | 0.98% | 21 |
|
|
2016
Q4 | $3.24M | Buy |
35,910
+3,600
| +11% | +$315K | 1.04% | 18 |
|
|
2016
Q3 | $2.82M | Buy |
32,310
+886
| +3% | +$78.6K | 1% | 20 |
|
|
2016
Q2 | $2.95M | Buy |
31,424
+162
| +0.5% | +$14.3K | 1.08% | 21 |
|
|
2016
Q1 | $2.61M | Sell |
31,262
-14,665
| -32% | -$1.17M | 0.97% | 25 |
|
|
2015
Q4 | $3.58M | Buy |
45,927
+1,080
| +2% | +$86.3K | 1.42% | 11 |
|
|
2015
Q3 | $3.33M | Buy |
44,847
+18,789
| +72% | +$1.45M | 1.43% | 12 |
|
|
2015
Q2 | $2.17M | Sell |
26,058
-120
| -0.5% | -$10.3K | 0.82% | 35 |
|
|
2015
Q1 | $2.23M | Buy |
26,178
+1,450
| +6% | +$129K | 0.88% | 30 |
|
|
2014
Q4 | $2.29M | Buy |
24,728
+380
| +2% | +$35.4K | 0.94% | 25 |
|
|
2014
Q3 | $2.29M | Sell |
24,348
-11,425
| -32% | -$1.14M | 1.03% | 23 |
|
|
2014
Q2 | $3.6M | Sell |
35,773
-1,615
| -4% | -$163K | 1.46% | 14 |
|
|
2014
Q1 | $3.65M | Sell |
37,388
-2,307
| -6% | -$220K | 1.77% | 11 |
|
|
2013
Q4 | $4.02M | Buy |
39,695
+665
| +2% | +$61.5K | 1.84% | 10 |
|
|
2013
Q3 | $3.36M | Buy |
39,030
+12,300
| +46% | +$1.11M | 1.74% | 11 |
|
|
2013
Q2 | $2.42M | Buy |
+26,730
| New | +$2.41M | 1.52% | 15 |
|
Other funds holding XOM
VCM
VPM
Roundview Capital's XOM Position: Q1 2026 in Review
Roundview Capital reduced its ExxonMobil (XOM) stake by 14% in Q1 2026, selling an estimated $306K and leaving 13,219 shares worth $2.24M. The position accounts for 0.14% of the portfolio, ranked #143.
Roundview Capital first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.41M in Q3 2018. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Roundview Capital held 13,219 shares of ExxonMobil worth $2.24M as of Q1 2026.
- Roundview Capital sold 2,099 ExxonMobil shares in Q1 2026, an estimated $306K.
- ExxonMobil made up 0.14% of Roundview Capital's portfolio in Q1 2026, its #143 holding.
- Roundview Capital first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
- Roundview Capital's ExxonMobil position peaked at $4.41M in Q3 2018.
- 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.