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Sather Financial Group’s ExxonMobil XOM Stock Holding History

Sather Financial 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 		$818K Buy
4,819
+366
+8% +$53.4K 0.05% 45
2025
Q4 		$536K Sell
4,453
-900
-17% -$104K 0.03% 60
2025
Q3 		$604K Sell
5,353
-49
-0.9% -$5.45K 0.03% 57
2025
Q2 		$582K Hold
5,402
– – 0.03% 58
2025
Q1 		$643K Buy
5,402
+576
+12% +$63.7K 0.04% 49
2024
Q4 		$519K Sell
4,826
-766
-14% -$89.6K 0.03% 51
2024
Q3 		$656K Buy
5,592
+1,793
+47% +$207K 0.04% 48
2024
Q2 		$437K Sell
3,799
-3,606
-49% -$420K 0.03% 55
2024
Q1 		$861K Buy
7,405
+3,632
+96% +$380K 0.06% 49
2023
Q4 		$377K Sell
3,773
-44
-1% -$4.63K 0.03% 63
2023
Q3 		$449K Sell
3,817
-251
-6% -$27.5K 0.04% 62
2023
Q2 		$436K Hold
4,068
– – 0.03% 68
2023
Q1 		$446K Buy
4,068
+134
+3% +$14.8K 0.04% 67
2022
Q4 		$434K Sell
3,934
-96
-2% -$10.3K 0.04% 81
2022
Q3 		$352K Buy
4,030
+101
+3% +$9.22K 0.04% 57
2022
Q2 		$337K Buy
3,929
+196
+5% +$17.7K 0.04% 63
2022
Q1 		$308K Sell
3,733
-919
-20% -$71.4K 0.03% 74
2021
Q4 		$285K Sell
4,652
-1,365
-23% -$85.3K 0.02% 67
2021
Q3 		$354K Buy
6,017
+8
+0.1% +$456 0.04% 53
2021
Q2 		$379K Buy
6,009
+7
+0.1% +$418 0.04% 39
2021
Q1 		$335K Buy
6,002
+7
+0.1% +$367 0.04% 39
2020
Q4 		$247K Sell
5,995
-3,315
-36% -$124K 0.03% 38
2020
Q3 		$319K Buy
9,310
+12
+0.1% +$491 0.05% 34
2020
Q2 		$415K Buy
9,298
+9
+0.1% +$404 0.07% 35
2020
Q1 		$352K Sell
9,289
-187
-2% -$10.3K 0.07% 42
2019
Q4 		$661K Sell
9,476
-46
-0.5% -$3.18K 0.1% 39
2019
Q3 		$672K Sell
9,522
-4,856
-34% -$351K 0.12% 33
2019
Q2 		$1.1M Buy
14,378
+5
+0% +$387 0.21% 35
2019
Q1 		$1.16M Buy
14,373
+5
+0% +$381 0.24% 34
2018
Q4 		$979K Sell
14,368
-115
-0.8% -$9.02K 0.21% 35
2018
Q3 		$1.23M Buy
14,483
+5
+0% +$409 0.25% 35
2018
Q2 		$1.2M Buy
14,478
+5,467
+61% +$436K 0.27% 35
2018
Q1 		$672K Buy
9,011
+364
+4% +$29.1K 0.16% 43
2017
Q4 		$723K Sell
8,647
-43,463
-83% -$3.59M 0.18% 40
2017
Q3 		$4.27M Sell
52,110
-309
-0.6% -$24.5K 1.17% 31
2017
Q2 		$4.23M Buy
52,419
+1,554
+3% +$127K 1.22% 32
2017
Q1 		$4.17M Buy
50,865
+903
+2% +$75.4K 1.3% 31
2016
Q4 		$4.51M Sell
49,962
-14,832
-23% -$1.3M 1.56% 31
2016
Q3 		$5.66M Sell
64,794
-1,597
-2% -$142K 2.16% 23
2016
Q2 		$6.22M Sell
66,391
-746
-1% -$66K 2.42% 19
2016
Q1 		$5.61M Buy
67,137
+645
+1% +$51.7K 2.26% 21
2015
Q4 		$5.18M Sell
66,492
-355
-0.5% -$28.4K 2.18% 21
2015
Q3 		$4.97M Buy
66,847
+60,629
+975% +$4.67M 2.02% 27
2015
Q2 		$517K Buy
6,218
+103
+2% +$8.86K 0.22% 42
2015
Q1 		$524K Buy
6,115
+704
+13% +$62.4K 0.23% 40
2014
Q4 		$500K Buy
5,411
+2
+0% +$187 0.23% 44
2014
Q3 		$509K Buy
5,409
+703
+15% +$70K 0.23% 44
2014
Q2 		$474K Buy
4,706
+3
+0.1% +$303 0.25% 43
2014
Q1 		$459K Buy
4,703
+2
+0% +$191 0.29% 42
2013
Q4 		$476K Buy
4,701
+3
+0.1% +$277 0.32% 44
2013
Q3 		$404K Buy
4,698
+2
+0% +$180 0.29% 43
2013
Q2 		$424K Buy
+4,696
New +$423K 0.35% 39

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

Sather Financial Group's XOM Position: Q1 2026 in Review

Sather Financial Group increased its ExxonMobil (XOM) stake by 8.2% in Q1 2026, buying an estimated $53.4K and bringing the position to 4,819 shares worth $818K. The position accounts for 0.05% of the portfolio, ranked #45.

Sather Financial Group first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.22M in Q2 2016. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Sather Financial Group held 4,819 shares of ExxonMobil worth $818K as of Q1 2026.
  • Sather Financial Group bought 366 ExxonMobil shares in Q1 2026, an estimated $53.4K.
  • ExxonMobil made up 0.05% of Sather Financial Group's portfolio in Q1 2026, its #45 holding.
  • Sather Financial Group first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • Sather Financial Group's ExxonMobil position peaked at $6.22M in Q2 2016.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.