Smithbridge Asset Management’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.02M Buy
+6,250
New +$977K 0.14% 100
2026
Q2
– Sell
-6,615
Closed -$1.12M – 192
2026
Q1
$1.12M Buy
6,615
+2,014
+44% +$294K 0.17% 106
2025
Q4
$554K Buy
+4,601
New +$534K 0.05% 141
2020
Q1
– Sell
-35,351
Closed -$2.47M – 82
2019
Q4
$2.47M Sell
35,351
-805
-2% -$55.7K 1.27% 35
2019
Q3
$2.55M Buy
36,156
+2,020
+6% +$146K 1.44% 30
2019
Q2
$2.62M Buy
34,136
+365
+1% +$28.3K 1.51% 30
2019
Q1
$2.73M Buy
33,771
+1,074
+3% +$81.9K 1.64% 28
2018
Q4
$2.23M Sell
32,697
-4,104
-11% -$322K 1.56% 30
2018
Q3
$3.13M Sell
36,801
-235
-0.6% -$19.2K 1.88% 22
2018
Q2
$3.06M Buy
37,036
+173
+0.5% +$13.8K 1.96% 22
2018
Q1
$2.75M Sell
36,863
-348
-0.9% -$27.8K 1.82% 24
2017
Q4
$3.11M Buy
37,211
+2,668
+8% +$221K 1.96% 19
2017
Q3
$2.83M Buy
34,543
+600
+2% +$47.6K 1.99% 17
2017
Q2
$2.74M Sell
33,943
-720
-2% -$58.9K 2.26% 16
2017
Q1
$2.84M Sell
34,663
-2,641
-7% -$221K 2.49% 12
2016
Q4
$3.37M Hold
37,304
– – 2.98% 10
2016
Q3
$3.26M Sell
37,304
-88
-0.2% -$7.81K 2.91% 12
2016
Q2
$3.5M Buy
37,392
+1,200
+3% +$106K 3.26% 7
2016
Q1
$3.02M Sell
36,192
-2,350
-6% -$188K 2.82% 11
2015
Q4
$3M Sell
38,542
-150
-0.4% -$12K 2.76% 11
2015
Q3
$2.88M Buy
38,692
+100
+0.3% +$7.7K 2.73% 10
2015
Q2
$3.21M Buy
38,592
+50
+0.1% +$4.3K 2.7% 14
2015
Q1
$3.28M Sell
38,542
-50
-0.1% -$4.43K 2.7% 14
2014
Q4
$3.57M Buy
38,592
+3,700
+11% +$345K 2.92% 10
2014
Q3
$3.28M Sell
34,892
-301
-0.9% -$30K 2.75% 13
2014
Q2
$3.54M Sell
35,193
-200
-0.6% -$20.2K 2.99% 11
2014
Q1
$3.46M Sell
35,393
-513
-1% -$48.9K 3.14% 9
2013
Q4
$3.63M Sell
35,906
-750
-2% -$69.3K 3.33% 8
2013
Q3
$3.15M Sell
36,656
-1,000
-3% -$90.2K 2.99% 11
2013
Q2
$3.4M Buy
+37,656
New +$3.39M 3.44% 7

Other funds holding XOM

Smithbridge Asset Management's XOM Position: Q3 2026 in Review

Smithbridge Asset Management opened a new position in ExxonMobil (XOM) in Q3 2026: 6,250 shares worth $1.02M. The stake represents 0.14% of the portfolio and ranks #100 among its holdings. This is a return to the name: Smithbridge Asset Management previously reported a position in XOM as recently as Q1 2026.

Smithbridge Asset Management first reported a position in XOM in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.63M in Q4 2013. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Smithbridge Asset Management held 6,250 shares of ExxonMobil worth $1.02M as of Q3 2026.
  • ExxonMobil was a new Smithbridge Asset Management position in Q3 2026.
  • ExxonMobil made up 0.14% of Smithbridge Asset Management's portfolio in Q3 2026, its #100 holding.
  • Smithbridge Asset Management first reported a position in ExxonMobil in Q2 2013 and has held it in 30 quarters since.
  • Smithbridge Asset Management's ExxonMobil position peaked at $3.63M in Q4 2013.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.