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Sentry Investment Management’s ExxonMobil XOM Stock Holding History

Sentry Investment Management’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 		– Sell
-10,860
Closed -$1.31M – 497
2025
Q4 		$1.31M Hold
10,860
– – 0.86% 15
2025
Q3 		$1.24M Sell
10,860
-2,288
-17% -$254K 0.83% 17
2025
Q2 		$1.5M Sell
13,148
-667
-5% -$71.3K 0.83% 16
2025
Q1 		$1.42M Sell
13,815
-4,750
-26% -$525K 0.96% 17
2024
Q4 		$2M Sell
18,565
-3,022
-14% -$353K 0.95% 15
2024
Q3 		$2.53M Sell
21,587
-513
-2% -$59.2K 1.06% 15
2024
Q2 		$2.54M Sell
22,100
-1,347
-6% -$157K 1.13% 13
2024
Q1 		$2.73M Hold
23,447
– – 1.06% 13
2023
Q4 		$2.34M Buy
23,447
+200
+0.9% +$21K 1.01% 14
2023
Q3 		$2.73M Sell
23,247
-5,854
-20% -$642K 1.31% 10
2023
Q2 		$3.12M Hold
29,101
– – 1.18% 10
2023
Q1 		$3.19M Sell
29,101
-149
-0.5% -$16.5K 1.31% 9
2022
Q4 		$3.23M Buy
29,250
+42
+0.1% +$4.5K 1.42% 9
2022
Q3 		$2.55M Hold
29,208
– – 1.21% 10
2022
Q2 		$2.5M Sell
29,208
-5,418
-16% -$489K 1.13% 13
2022
Q1 		$2.86M Sell
34,626
-4,677
-12% -$364K 0.91% 15
2021
Q4 		$2.4M Buy
39,303
+2,454
+7% +$153K 0.63% 25
2021
Q3 		$2.17M Sell
36,849
-8,157
-18% -$465K 0.63% 25
2021
Q2 		$2.84M Hold
45,006
– – 0.72% 20
2021
Q1 		$2.51M Sell
45,006
-192,546
-81% -$10.1M 0.7% 22
2020
Q4 		$9.79M Sell
237,552
-33,806
-12% -$1.27M 0.49% 44
2020
Q3 		$9.32M Buy
271,358
+83,146
+44% +$3.4M 0.52% 42
2020
Q2 		$8.42M Sell
188,212
-78,430
-29% -$3.52M 0.51% 41
2020
Q1 		$10.1M Buy
266,642
+38,993
+17% +$2.15M 0.75% 30
2019
Q4 		$15.9M Sell
227,649
-26,612
-10% -$1.84M 0.95% 18
2019
Q3 		$18M Buy
254,261
+33,827
+15% +$2.45M 1.17% 13
2019
Q2 		$16.9M Sell
220,434
-35,827
-14% -$2.77M 1.12% 12
2019
Q1 		$20.7M Sell
256,261
-1,814
-0.7% -$138K 1.44% 10
2018
Q4 		$17.6M Sell
258,075
-28,420
-10% -$2.23M 1.27% 10
2018
Q3 		$24.4M Buy
286,495
+1,337
+0.5% +$109K 1.48% 10
2018
Q2 		$23.6M Sell
285,158
-27,899
-9% -$2.22M 1.54% 9
2018
Q1 		$23.4M Sell
313,057
-11,917
-4% -$953K 1.42% 9
2017
Q4 		$27.2M Sell
324,974
-17,005
-5% -$1.41M 1.48% 8
2017
Q3 		$28M Buy
341,979
+540
+0.2% +$42.9K 1.05% 15
2017
Q2 		$27.6M Buy
341,439
+11,324
+3% +$927K 1.09% 14
2017
Q1 		$27.1M Buy
330,115
+2,335
+0.7% +$195K 1.11% 14
2016
Q4 		$29.6M Sell
327,780
-7,894
-2% -$690K 1.24% 11
2016
Q3 		$29.3M Sell
335,674
-13,406
-4% -$1.19M 1.28% 12
2016
Q2 		$32.7M Buy
349,080
+1,240
+0.4% +$110K 1.43% 10
2016
Q1 		$29.1M Hold
347,840
– – 1.32% 11
2015
Q4 		$27.1M Sell
347,840
-32,324
-9% -$2.58M 1.25% 11
2015
Q3 		$28.3M Buy
380,164
+20,410
+6% +$1.57M 1.4% 11
2015
Q2 		$29.9M Buy
359,754
+24,140
+7% +$2.08M 1.41% 10
2015
Q1 		$28.5M Buy
335,614
+13,679
+4% +$1.21M 1.35% 11
2014
Q4 		$29.8M Buy
321,935
+12,882
+4% +$1.2M 1.44% 11
2014
Q3 		$29.1M Sell
309,053
-5,910
-2% -$589K 1.49% 11
2014
Q2 		$31.7M Buy
314,963
+24,163
+8% +$2.44M 1.64% 9
2014
Q1 		$28.4M Buy
290,800
+17,600
+6% +$1.68M 1.5% 8
2013
Q4 		$27.6M Sell
273,200
-31,864
-10% -$2.95M 1.49% 9
2013
Q3 		$26.2M Buy
305,064
+58,792
+24% +$5.3M 1.55% 9
2013
Q2 		$22.3M Buy
+246,272
New +$22.2M 1.29% 10

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sentry Investment Management's XOM Position: Q1 2026 in Review

Sentry Investment Management sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 10,860 shares — an estimated $1.31M sold.

Sentry Investment Management first reported a position in XOM in Q2 2013 and held it in 51 quarters. The position peaked at $32.7M in Q2 2016. 4,786 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Sentry Investment Management reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 10,860 ExxonMobil shares in Q1 2026, an estimated $1.31M.
  • Sentry Investment Management first reported a position in ExxonMobil in Q2 2013 and held it in 51 quarters.
  • Sentry Investment Management's ExxonMobil position peaked at $32.7M in Q2 2016.
  • 4,786 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.