Select Asset Management & Trust’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 | $6.98M | Sell |
41,141
-6,000
| -13% | -$876K | 2.18% | 11 |
|
|
2025
Q4 | $5.67M | Buy |
47,141
+3,000
| +7% | +$348K | 1.76% | 11 |
|
|
2025
Q3 | $4.98M | Hold |
44,141
| – | – | 1.53% | 11 |
|
|
2025
Q2 | $4.76M | Buy |
44,141
+791
| +2% | +$84.6K | 1.63% | 11 |
|
|
2025
Q1 | $5.16M | Buy |
43,350
+1,534
| +4% | +$170K | 2.07% | 10 |
|
|
2024
Q4 | $4.5M | Buy |
41,816
+28,278
| +209% | +$3.31M | 1.74% | 11 |
|
|
2024
Q3 | $1.59M | Buy |
13,538
+5,370
| +66% | +$620K | 0.58% | 21 |
|
|
2024
Q2 | $940K | Hold |
8,168
| – | – | 0.37% | 25 |
|
|
2024
Q1 | $949K | Buy |
8,168
+60
| +0.7% | +$6.28K | 0.39% | 28 |
|
|
2023
Q4 | $811K | Sell |
8,108
-13
| -0.2% | -$1.37K | 0.4% | 28 |
|
|
2023
Q3 | $955K | Hold |
8,121
| – | – | 0.55% | 25 |
|
|
2023
Q2 | $871K | Buy |
8,121
+640
| +9% | +$69.8K | 0.53% | 27 |
|
|
2023
Q1 | $821K | Buy |
7,481
+48
| +0.6% | +$5.31K | 0.72% | 24 |
|
|
2022
Q4 | $820K | Sell |
7,433
-190
| -2% | -$20.4K | 0.99% | 23 |
|
|
2022
Q3 | $666K | Buy |
7,623
+190
| +3% | +$17.3K | 0.79% | 25 |
|
|
2022
Q2 | $637K | Sell |
7,433
-742
| -9% | -$66.9K | 0.69% | 29 |
|
|
2022
Q1 | $675K | Sell |
8,175
-10,637
| -57% | -$827K | 0.58% | 29 |
|
|
2021
Q4 | $1.15M | Hold |
18,812
| – | – | 0.76% | 22 |
|
|
2021
Q3 | $1.11M | Hold |
18,812
| – | – | 0.8% | 22 |
|
|
2021
Q2 | $1.19M | Sell |
18,812
-7,178
| -28% | -$429K | 0.67% | 26 |
|
|
2021
Q1 | $1.45M | Hold |
25,990
| – | – | 0.97% | 20 |
|
|
2020
Q4 | $1.07M | Buy |
+25,990
| New | +$974K | 0.85% | 21 |
|
|
2016
Q2 | $1.02M | Buy |
10,867
+2,010
| +23% | +$178K | 2.63% | 10 |
|
|
2016
Q1 | $690K | Hold |
8,857
| – | – | 0.9% | 18 |
|
|
2015
Q4 | $690K | Sell |
8,857
-13,900
| -61% | -$1.11M | 0.9% | 18 |
|
|
2015
Q3 | $1.69M | Buy |
22,757
+17,842
| +363% | +$1.37M | 2.91% | 4 |
|
|
2015
Q2 | $409K | Hold |
4,915
| – | – | 0.36% | 29 |
|
|
2015
Q1 | $417K | Buy |
4,915
+600
| +14% | +$53.2K | 0.32% | 30 |
|
|
2014
Q4 | $399K | Buy |
4,315
+500
| +13% | +$46.6K | 0.29% | 25 |
|
|
2014
Q3 | $359K | Sell |
3,815
-300
| -7% | -$29.9K | 0.24% | 35 |
|
|
2014
Q2 | $414K | Hold |
4,115
| – | – | 0.39% | 33 |
|
|
2014
Q1 | $402K | Buy |
4,115
+300
| +8% | +$28.6K | 0.38% | 27 |
|
|
2013
Q4 | $386K | Buy |
+3,815
| New | +$353K | 0.35% | 29 |
|
Other funds holding XOM
VCM
VPM
Select Asset Management & Trust's XOM Position: Q1 2026 in Review
Select Asset Management & Trust reduced its ExxonMobil (XOM) stake by 13% in Q1 2026, selling an estimated $876K and leaving 41,141 shares worth $6.98M. The position accounts for 2.18% of the portfolio, ranked #11.
Select Asset Management & Trust first reported a position in XOM in Q4 2013 and has held it in 33 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Select Asset Management & Trust held 41,141 shares of ExxonMobil worth $6.98M as of Q1 2026.
- Select Asset Management & Trust sold 6,000 ExxonMobil shares in Q1 2026, an estimated $876K.
- ExxonMobil made up 2.18% of Select Asset Management & Trust's portfolio in Q1 2026, its #11 holding.
- Select Asset Management & Trust first reported a position in ExxonMobil in Q4 2013 and has held it in 33 quarters since.
- 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Select Asset Management & Trust's 13F filing for Q1 2026, filed 15 May 2026.