South Street Advisors’s ExxonMobil XOM Stock Holding History

South Street Advisors’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	$2.01M	Buy	11,850 +1,570	+15%	+$229K	0.29%	42
2025 Q4	$1.24M	Buy	10,280 +130	+1%	+$15.1K	0.17%	46
2025 Q3	$1.14M	Hold	10,150	–	–	0.15%	47
2025 Q2	$1.09M	Sell	10,150 -27	-0.3%	-$2.89K	0.16%	44
2025 Q1	$1.21M	Hold	10,177	–	–	0.2%	44
2024 Q4	$1.09M	Buy	10,177 +450	+5%	+$52.6K	0.17%	45
2024 Q3	$1.14M	Buy	9,727 +4,020	+70%	+$464K	0.17%	49
2024 Q2	$657K	Sell	5,707 -21	-0.4%	-$2.45K	0.1%	53
2024 Q1	$666K	Buy	5,728 +150	+3%	+$15.7K	0.11%	55
2023 Q4	$558K	Buy	5,578 +308	+6%	+$32.4K	0.1%	55
2023 Q3	$620K	Hold	5,270	–	–	0.12%	55
2023 Q2	$565K	Buy	5,270 +920	+21%	+$100K	0.11%	57
2023 Q1	$477K	Hold	4,350	–	–	0.1%	58
2022 Q4	$480K	Sell	4,350 -1,568	-26%	-$168K	0.11%	58
2022 Q3	$517K	Buy	5,918 +1,568	+36%	+$143K	0.13%	55
2022 Q2	$373K	Hold	4,350	–	–	0.09%	61
2022 Q1	$359K	Hold	4,350	–	–	0.07%	60
2021 Q4	$266K	Hold	4,350	–	–	0.05%	64
2021 Q3	$256K	Hold	4,350	–	–	0.05%	65
2021 Q2	$274K	Hold	4,350	–	–	0.05%	59
2021 Q1	$243K	Buy	+4,350	New	+$228K	0.08%	32
2020 Q3	–	Sell	-4,950	Closed	-$221K	–	60
2020 Q2	$221K	Buy	+4,950	New	+$222K	0.06%	57
2020 Q1	–	Sell	-126,401	Closed	-$8.82M	–	67
2019 Q4	$8.82M	Buy	126,401 +2,630	+2%	+$182K	2.28%	24
2019 Q3	$8.74M	Buy	123,771 +97,918	+379%	+$7.08M	2.55%	23
2019 Q2	$1.98M	Buy	25,853 +9,920	+62%	+$768K	0.59%	29
2019 Q1	$1.29M	Buy	15,933 +6,680	+72%	+$509K	0.39%	36
2018 Q4	$631K	Hold	9,253	–	–	0.22%	41
2018 Q3	$786	Hold	9,253	–	–	0.12%	43
2018 Q2	$765K	Sell	9,253 -130	-1%	-$10.4K	0.23%	42
2018 Q1	$700	Hold	9,383	–	–	0.07%	42
2017 Q4	$784K	Hold	9,383	–	–	0.24%	41
2017 Q3	$769	Sell	9,383 -1,950	-17%	-$155K	0.15%	42
2017 Q2	$914K	Sell	11,333 -3,567	-24%	-$292K	0.3%	40
2017 Q1	$1.22K	Hold	14,900	–	–	0.17%	38
2016 Q4	$1.34M	Sell	14,900 -1,700	-10%	-$149K	0.47%	35
2016 Q3	$1.45M	Buy	16,600 +3,912	+31%	+$347K	0.45%	36
2016 Q2	$1.19M	Hold	12,688	–	–	0.37%	34
2016 Q1	$1.06M	Hold	12,688	–	–	0.35%	34
2015 Q4	$989K	Buy	12,688 +292	+2%	+$23.3K	0.32%	37
2015 Q3	$921K	Buy	12,396 +382	+3%	+$29.4K	0.31%	37
2015 Q2	$999K	Sell	12,014 -177	-1%	-$15.2K	0.31%	40
2015 Q1	$1.04K	Buy	12,191 +1,230	+11%	+$109K	0.31%	40
2014 Q4	$1.01M	Sell	10,961 -1,000	-8%	-$93.3K	0.33%	40
2014 Q3	$1.12M	Hold	11,961	–	–	0.41%	39
2014 Q2	$1.2K	Hold	11,961	–	–	0.34%	39
2014 Q1	$1.17M	Hold	11,961	–	–	0.46%	37
2013 Q4	$1.21M	Sell	11,961 -270	-2%	-$25K	0.51%	37
2013 Q3	$1.05M	Hold	12,231	–	–	0.5%	37
2013 Q2	$1.1M	Buy	+12,231	New	+$1.1M	0.58%	36

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

South Street Advisors's XOM Position: Q1 2026 in Review

South Street Advisors increased its ExxonMobil (XOM) stake by 15% in Q1 2026, buying an estimated $229K and bringing the position to 11,850 shares worth $2.01M. The position accounts for 0.29% of the portfolio, ranked #42.

South Street Advisors first reported a position in XOM in Q2 2013 and has held it in 49 quarters since. The position peaked at $8.82M in Q4 2019. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

South Street Advisors held 11,850 shares of ExxonMobil worth $2.01M as of Q1 2026.
South Street Advisors bought 1,570 ExxonMobil shares in Q1 2026, an estimated $229K.
ExxonMobil made up 0.29% of South Street Advisors's portfolio in Q1 2026, its #42 holding.
South Street Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 49 quarters since.
South Street Advisors's ExxonMobil position peaked at $8.82M in Q4 2019.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on South Street Advisors's 13F filing for Q1 2026, filed 13 May 2026.