Sit Investment Associates’s ExxonMobil XOM Stock Holding History

Sit Investment Associates’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	$12.6M	Buy	74,405 +23,725	+47%	+$3.46M	0.26%	99
2025 Q4	$6.1M	Sell	50,680 -12,435	-20%	-$1.44M	0.12%	182
2025 Q3	$7.12M	Sell	63,115 -7,885	-11%	-$877K	0.14%	164
2025 Q2	$7.65M	Buy	71,000 +22,490	+46%	+$2.4M	0.16%	153
2025 Q1	$5.77M	Sell	48,510 -9,940	-17%	-$1.1M	0.14%	175
2024 Q4	$6.29M	Sell	58,450 -8,705	-13%	-$1.02M	0.14%	180
2024 Q3	$7.87M	Sell	67,155 -81,485	-55%	-$9.41M	0.18%	157
2024 Q2	$17.1M	Sell	148,640 -125	-0.1%	-$14.6K	0.39%	74
2024 Q1	$17.3M	Sell	148,765 -5,750	-4%	-$602K	0.4%	77
2023 Q4	$15.4M	Buy	154,515 +21,305	+16%	+$2.24M	0.38%	80
2023 Q3	$15.7M	Buy	133,210 +22,875	+21%	+$2.51M	0.43%	65
2023 Q2	$11.8M	Buy	110,335 +1,350	+1%	+$147K	0.31%	97
2023 Q1	$12M	Buy	108,985 +2,010	+2%	+$222K	0.32%	91
2022 Q4	$11.8M	Buy	+106,975	New	+$11.5M	0.33%	88
2020 Q3	–	Sell	-4,150	Closed	-$186K	–	537
2020 Q2	$186K	Sell	4,150 -7,000	-63%	-$314K	0.01%	436
2020 Q1	$423K	Sell	11,150 -1,500	-12%	-$82.8K	0.02%	384
2019 Q4	$883K	Hold	12,650	–	–	0.03%	356
2019 Q3	$893K	Hold	12,650	–	–	0.03%	345
2019 Q2	$969K	Sell	12,650 -525	-4%	-$40.6K	0.03%	343
2019 Q1	$1.06M	Sell	13,175 -185	-1%	-$14.1K	0.03%	332
2018 Q4	$911K	Hold	13,360	–	–	0.03%	340
2018 Q3	$1.14M	Hold	13,360	–	–	0.03%	322
2018 Q2	$1.1M	Hold	13,360	–	–	0.03%	346
2018 Q1	$997K	Hold	13,360	–	–	0.02%	351
2017 Q4	$1.12M	Hold	13,360	–	–	0.03%	357
2017 Q3	$1.09M	Sell	13,360 -412	-3%	-$32.7K	0.03%	342
2017 Q2	$1.11M	Buy	13,772 +412	+3%	+$33.7K	0.03%	342
2017 Q1	$1.1M	Buy	13,360 +2,433	+22%	+$203K	0.03%	344
2016 Q4	$986K	Buy	10,927 +92	+0.8%	+$8.04K	0.03%	333
2016 Q3	$946K	Hold	10,835	–	–	0.03%	309
2016 Q2	$1.02M	Hold	10,835	–	–	0.03%	307
2016 Q1	$906K	Buy	10,835 +4,150	+62%	+$332K	0.02%	322
2015 Q4	$521K	Sell	6,685 -3,615	-35%	-$289K	0.01%	356
2015 Q3	$766K	Sell	10,300 -2,350	-19%	-$181K	0.01%	338
2015 Q2	$1.05M	Hold	12,650	–	–	0.02%	307
2015 Q1	$1.07M	Sell	12,650 -1,932	-13%	-$171K	0.02%	299
2014 Q4	$1.35M	Hold	14,582	–	–	0.02%	301
2014 Q3	$1.37M	Sell	14,582 -1,700	-10%	-$169K	0.02%	307
2014 Q2	$1.64M	Hold	16,282	–	–	0.03%	305
2014 Q1	$1.59M	Sell	16,282 -1,600	-9%	-$153K	0.03%	314
2013 Q4	$1.81M	Sell	17,882 -1,700	-9%	-$157K	0.03%	300
2013 Q3	$1.69M	Sell	19,582 -1,600	-8%	-$144K	0.03%	292
2013 Q2	$1.91M	Buy	+21,182	New	+$1.91M	0.04%	274

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

Sit Investment Associates's XOM Position: Q1 2026 in Review

Sit Investment Associates increased its ExxonMobil (XOM) stake by 47% in Q1 2026, buying an estimated $3.46M and bringing the position to 74,405 shares worth $12.6M. The position accounts for 0.26% of the portfolio, ranked #99.

Sit Investment Associates first reported a position in XOM in Q2 2013 and has held it in 43 quarters since. The position peaked at $17.3M in Q1 2024. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Sit Investment Associates held 74,405 shares of ExxonMobil worth $12.6M as of Q1 2026.
Sit Investment Associates bought 23,725 ExxonMobil shares in Q1 2026, an estimated $3.46M.
ExxonMobil made up 0.26% of Sit Investment Associates's portfolio in Q1 2026, its #99 holding.
Sit Investment Associates first reported a position in ExxonMobil in Q2 2013 and has held it in 43 quarters since.
Sit Investment Associates's ExxonMobil position peaked at $17.3M in Q1 2024.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.