Sterneck Capital 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
Q1 | $212K | Buy |
+1,248
| New | +$182K | 0.1% | 104 |
|
|
2024
Q1 | – | Sell |
-2,254
| Closed | -$225K | – | 96 |
|
|
2023
Q4 | $225K | Sell |
2,254
-6
| -0.3% | -$631 | 0.14% | 86 |
|
|
2023
Q3 | $266K | Hold |
2,260
| – | – | 0.18% | 76 |
|
|
2023
Q2 | $242K | Hold |
2,260
| – | – | 0.15% | 83 |
|
|
2023
Q1 | $248K | Hold |
2,260
| – | – | 0.16% | 84 |
|
|
2022
Q4 | $249K | Buy |
+2,260
| New | +$242K | 0.17% | 80 |
|
|
2020
Q1 | – | Sell |
-4,791
| Closed | -$334K | – | 88 |
|
|
2019
Q4 | $334K | Hold |
4,791
| – | – | 0.27% | 71 |
|
|
2019
Q3 | $338K | Buy |
4,791
+1,000
| +26% | +$72.3K | 0.31% | 59 |
|
|
2019
Q2 | $291K | Sell |
3,791
-350
| -8% | -$27.1K | 0.25% | 65 |
|
|
2019
Q1 | $335K | Sell |
4,141
-1,000
| -19% | -$76.2K | 0.29% | 58 |
|
|
2018
Q4 | $351K | Sell |
5,141
-507
| -9% | -$39.8K | 0.34% | 54 |
|
|
2018
Q3 | $480K | Sell |
5,648
-1,487
| -21% | -$122K | 0.35% | 54 |
|
|
2018
Q2 | $590K | Sell |
7,135
-3
| -0% | -$239 | 0.41% | 52 |
|
|
2018
Q1 | $533K | Buy |
7,138
+263
| +4% | +$21K | 0.31% | 74 |
|
|
2017
Q4 | $575K | Sell |
6,875
-550
| -7% | -$45.5K | 0.34% | 72 |
|
|
2017
Q3 | $609K | Hold |
7,425
| – | – | 0.35% | 73 |
|
|
2017
Q2 | $599K | Buy |
7,425
+331
| +5% | +$27.1K | 0.36% | 70 |
|
|
2017
Q1 | $582K | Buy |
7,094
+1,851
| +35% | +$155K | 0.35% | 75 |
|
|
2016
Q4 | $473K | Sell |
5,243
-32
| -0.6% | -$2.8K | 0.3% | 80 |
|
|
2016
Q3 | $460K | Buy |
5,275
+50
| +1% | +$4.44K | 0.31% | 85 |
|
|
2016
Q2 | $490K | Hold |
5,225
| – | – | 0.33% | 77 |
|
|
2016
Q1 | $437K | Sell |
5,225
-70
| -1% | -$5.61K | 0.31% | 78 |
|
|
2015
Q4 | $413K | Sell |
5,295
-1,300
| -20% | -$104K | 0.26% | 83 |
|
|
2015
Q3 | $490K | Sell |
6,595
-300
| -4% | -$23.1K | 0.32% | 69 |
|
|
2015
Q2 | $574K | Buy |
6,895
+200
| +3% | +$17.2K | 0.32% | 74 |
|
|
2015
Q1 | $569K | Sell |
6,695
-1,334
| -17% | -$118K | 0.31% | 72 |
|
|
2014
Q4 | $742K | Sell |
8,029
-7,111
| -47% | -$663K | 0.44% | 58 |
|
|
2014
Q3 | $1.42M | Sell |
15,140
-4,640
| -23% | -$462K | 0.85% | 41 |
|
|
2014
Q2 | $1.52M | Buy |
19,780
+1,327
| +7% | +$134K | 0.89% | 43 |
|
|
2014
Q1 | $1.8M | Buy |
18,453
+3,289
| +22% | +$314K | 0.98% | 40 |
|
|
2013
Q4 | $1.53M | Sell |
15,164
-4,035
| -21% | -$373K | 0.93% | 39 |
|
|
2013
Q3 | $1.65M | Sell |
19,199
-3,375
| -15% | -$304K | 1.05% | 34 |
|
|
2013
Q2 | $2.04M | Buy |
+22,574
| New | +$2.03M | 1.29% | 27 |
|
Other funds holding XOM
VCM
VPM
Sterneck Capital Management's XOM Position: Q1 2026 in Review
Sterneck Capital Management opened a new position in ExxonMobil (XOM) in Q1 2026: 1,248 shares worth $212K. The stake represents 0.1% of the portfolio and ranks #104 among its holdings. This is a return to the name: Sterneck Capital Management previously reported a position in XOM as recently as Q4 2023.
Sterneck Capital Management first reported a position in XOM in Q2 2013 and has held it in 33 quarters since. The position peaked at $2.04M in Q2 2013. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Sterneck Capital Management held 1,248 shares of ExxonMobil worth $212K as of Q1 2026.
- ExxonMobil was a new Sterneck Capital Management position in Q1 2026.
- ExxonMobil made up 0.1% of Sterneck Capital Management's portfolio in Q1 2026, its #104 holding.
- Sterneck Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 33 quarters since.
- Sterneck Capital Management's ExxonMobil position peaked at $2.04M in Q2 2013.
- 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Sterneck Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.