Sargent Investment Group’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 | $3.01M | Sell |
17,738
-1,010
| -5% | -$147K | 0.4% | 58 |
|
|
2025
Q4 | $2.26M | Sell |
18,748
-20
| -0.1% | -$2.32K | 0.28% | 67 |
|
|
2025
Q3 | $2.12M | Sell |
18,768
-3,665
| -16% | -$407K | 0.3% | 67 |
|
|
2025
Q2 | $2.39M | Sell |
22,433
-310
| -1% | -$33.1K | 0.32% | 60 |
|
|
2025
Q1 | $2.7M | Buy |
22,743
+562
| +3% | +$62.2K | 0.43% | 50 |
|
|
2024
Q4 | $2.42M | Sell |
22,181
-216
| -1% | -$25.3K | 0.4% | 51 |
|
|
2024
Q3 | $2.63M | Sell |
22,397
-462
| -2% | -$53.3K | 0.47% | 47 |
|
|
2024
Q2 | $2.63M | Buy |
22,859
+6,262
| +38% | +$729K | 0.54% | 41 |
|
|
2024
Q1 | $1.93M | Sell |
16,597
-5,635
| -25% | -$590K | 0.42% | 51 |
|
|
2023
Q4 | $2.22M | Sell |
22,232
-957
| -4% | -$101K | 0.49% | 47 |
|
|
2023
Q3 | $2.73M | Buy |
23,189
+5,796
| +33% | +$636K | 0.66% | 35 |
|
|
2023
Q2 | $1.87M | Buy |
17,393
+2,237
| +15% | +$244K | 0.45% | 52 |
|
|
2023
Q1 | $1.76M | Buy |
15,156
+165
| +1% | +$18.3K | 0.46% | 50 |
|
|
2022
Q4 | $1.65M | Buy |
14,991
+398
| +3% | +$42.6K | 0.51% | 48 |
|
|
2022
Q3 | $1.49M | Sell |
14,593
-65
| -0.4% | -$5.93K | 0.46% | 53 |
|
|
2022
Q2 | $1.25M | Hold |
14,658
| – | – | 0.39% | 58 |
|
|
2022
Q1 | $1.21M | Sell |
14,658
-2,000
| -12% | -$155K | 0.31% | 58 |
|
|
2021
Q4 | $1.02M | Buy |
16,658
+2,295
| +16% | +$143K | 0.23% | 73 |
|
|
2021
Q3 | $845K | Sell |
14,363
-764
| -5% | -$43.5K | 0.21% | 81 |
|
|
2021
Q2 | $954K | Sell |
15,127
-220
| -1% | -$13.1K | 0.23% | 72 |
|
|
2021
Q1 | $857K | Sell |
15,347
-261
| -2% | -$13.7K | 0.23% | 76 |
|
|
2020
Q4 | $643K | Buy |
15,608
+190
| +1% | +$7.12K | 0.2% | 88 |
|
|
2020
Q3 | $529K | Buy |
15,418
+586
| +4% | +$24K | 0.19% | 94 |
|
|
2020
Q2 | $648K | Hold |
14,832
| – | – | 0.24% | 72 |
|
|
2020
Q1 | $563K | Sell |
14,832
-725
| -5% | -$40K | 0.26% | 72 |
|
|
2019
Q4 | $1.09M | Sell |
15,557
-210
| -1% | -$14.5K | 0.4% | 51 |
|
|
2019
Q3 | $1.11M | Sell |
15,767
-400
| -2% | -$28.9K | 0.5% | 52 |
|
|
2019
Q2 | $1.24M | Buy |
16,167
+50
| +0.3% | +$3.87K | 0.57% | 41 |
|
|
2019
Q1 | $1.3M | Buy |
16,117
+3,076
| +24% | +$235K | 0.63% | 37 |
|
|
2018
Q4 | $889K | Buy |
+13,041
| New | +$1.02M | 0.55% | 43 |
|
Other funds holding XOM
VCM
VPM
Sargent Investment Group's XOM Position: Q1 2026 in Review
Sargent Investment Group reduced its ExxonMobil (XOM) stake by 5.4% in Q1 2026, selling an estimated $147K and leaving 17,738 shares worth $3.01M. The position accounts for 0.4% of the portfolio, ranked #58.
Sargent Investment Group first reported a position in XOM in Q4 2018 and has held it in 30 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Sargent Investment Group held 17,738 shares of ExxonMobil worth $3.01M as of Q1 2026.
- Sargent Investment Group sold 1,010 ExxonMobil shares in Q1 2026, an estimated $147K.
- ExxonMobil made up 0.4% of Sargent Investment Group's portfolio in Q1 2026, its #58 holding.
- Sargent Investment Group first reported a position in ExxonMobil in Q4 2018 and has held it in 30 quarters since.
- 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.