Sigma Planning Corp’s ExxonMobil XOM Stock Holding History

Sigma Planning Corp’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	$14.4M	Sell	84,822 -1,369	-2%	-$200K	0.4%	40
2025 Q4	$10.4M	Buy	86,191 +8,400	+11%	+$974K	0.29%	60
2025 Q3	$8.77M	Sell	77,791 -8,907	-10%	-$990K	0.25%	71
2025 Q2	$9.35M	Sell	86,698 -253	-0.3%	-$27K	0.28%	64
2025 Q1	$10.3M	Buy	86,951 +407	+0.5%	+$45K	0.33%	50
2024 Q4	$9.31M	Sell	86,544 -4,641	-5%	-$543K	0.29%	58
2024 Q3	$10.7M	Sell	91,185 -1,604	-2%	-$185K	0.33%	53
2024 Q2	$10.7M	Sell	92,789 -28,704	-24%	-$3.34M	0.34%	51
2024 Q1	$14.1M	Buy	121,493 +74,292	+157%	+$7.77M	0.44%	35
2023 Q4	$4.72M	Sell	47,201 -89,961	-66%	-$9.46M	0.37%	47
2023 Q3	$16.1M	Buy	137,162 +29,266	+27%	+$3.21M	0.6%	24
2023 Q2	$11.6M	Sell	107,896 -12,971	-11%	-$1.42M	0.42%	41
2023 Q1	$13.3M	Sell	120,867 -2,794	-2%	-$309K	0.44%	38
2022 Q4	$13.6M	Buy	123,661 +6,728	+6%	+$721K	0.49%	37
2022 Q3	$10.2M	Sell	116,933 -44,885	-28%	-$4.1M	0.39%	44
2022 Q2	$13.9M	Buy	161,818 +46,551	+40%	+$4.2M	0.48%	34
2022 Q1	$9.52M	Sell	115,267 -3,281	-3%	-$255K	0.29%	65
2021 Q4	$7.25M	Buy	118,548 +6,103	+5%	+$381K	0.2%	96
2021 Q3	$6.61M	Sell	112,445 -2,192	-2%	-$125K	0.2%	103
2021 Q2	$7.23M	Buy	114,637 +12,456	+12%	+$744K	0.22%	96
2021 Q1	$5.71M	Sell	102,181 -3,186	-3%	-$167K	0.18%	129
2020 Q4	$4.34M	Sell	105,367 -18,330	-15%	-$687K	0.15%	152
2020 Q3	$4.25M	Sell	123,697 -3,422	-3%	-$140K	0.17%	129
2020 Q2	$5.68M	Buy	127,119 +23,868	+23%	+$1.07M	0.25%	80
2020 Q1	$3.92M	Buy	103,251 +3,092	+3%	+$171K	0.23%	89
2019 Q4	$6.99M	Buy	100,159 +8,472	+9%	+$586K	0.29%	61
2019 Q3	$6.47M	Buy	91,687 +10,220	+13%	+$739K	0.31%	59
2019 Q2	$6.24M	Sell	81,467 -75	-0.1%	-$5.81K	0.32%	61
2019 Q1	$6.59M	Buy	81,542 +4,242	+5%	+$323K	0.37%	56
2018 Q4	$5.27M	Sell	77,300 -863	-1%	-$67.7K	0.38%	58
2018 Q3	$6.64M	Buy	78,163 +689	+0.9%	+$56.3K	0.39%	49
2018 Q2	$6.41M	Buy	77,474 +476	+0.6%	+$37.9K	0.43%	46
2018 Q1	$5.75M	Buy	76,998 +3,687	+5%	+$295K	0.42%	49
2017 Q4	$6.13M	Sell	73,311 -2,598	-3%	-$215K	0.47%	40
2017 Q3	$6.22M	Buy	75,909 +10,496	+16%	+$833K	0.51%	33
2017 Q2	$5.28M	Sell	65,413 -7,883	-11%	-$645K	0.5%	38
2017 Q1	$6.01M	Buy	73,296 +1,981	+3%	+$165K	0.58%	36
2016 Q4	$6.44M	Buy	71,315 +3,419	+5%	+$299K	0.7%	29
2016 Q3	$5.93M	Sell	67,896 -5,539	-8%	-$491K	0.7%	25
2016 Q2	$6.88M	Buy	73,435 +5,546	+8%	+$490K	0.9%	15
2016 Q1	$5.67M	Sell	67,889 -2,310	-3%	-$185K	0.78%	22
2015 Q4	$5.47M	Buy	70,199 +320	+0.5%	+$25.6K	0.77%	21
2015 Q3	$5.2M	Buy	69,879 +7,440	+12%	+$573K	0.82%	15
2015 Q2	$5.2M	Buy	62,439 +2,753	+5%	+$237K	0.72%	17
2015 Q1	$5.07M	Sell	59,686 -1,623	-3%	-$144K	0.67%	19
2014 Q4	$5.67M	Buy	+61,309	New	+$5.72M	0.75%	16

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sigma Planning Corp's XOM Position: Q1 2026 in Review

Sigma Planning Corp reduced its ExxonMobil (XOM) stake by 1.6% in Q1 2026, selling an estimated $200K and leaving 84,822 shares worth $14.4M. The position accounts for 0.4% of the portfolio, ranked #40.

Sigma Planning Corp first reported a position in XOM in Q4 2014 and has held it in 46 quarters since. The position peaked at $16.1M in Q3 2023. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Sigma Planning Corp held 84,822 shares of ExxonMobil worth $14.4M as of Q1 2026.
Sigma Planning Corp sold 1,369 ExxonMobil shares in Q1 2026, an estimated $200K.
ExxonMobil made up 0.4% of Sigma Planning Corp's portfolio in Q1 2026, its #40 holding.
Sigma Planning Corp first reported a position in ExxonMobil in Q4 2014 and has held it in 46 quarters since.
Sigma Planning Corp's ExxonMobil position peaked at $16.1M in Q3 2023.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.