Strategic Financial Services’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 | $3.41M | Hold |
20,080
| – | – | 0.16% | 35 |
|
|
2025
Q4 | $2.99M | Sell |
20,080
-586
| -3% | -$68K | 0.14% | 38 |
|
|
2025
Q3 | $2.33M | Sell |
20,666
-439
| -2% | -$48.8K | 0.12% | 45 |
|
|
2025
Q2 | $2.28M | Sell |
21,105
-1,287
| -6% | -$138K | 0.12% | 42 |
|
|
2025
Q1 | $2.66M | Buy |
22,392
+6
| +0% | +$664 | 0.16% | 37 |
|
|
2024
Q4 | $2.41M | Sell |
22,386
-1,034
| -4% | -$121K | 0.14% | 44 |
|
|
2024
Q3 | $2.75M | Buy |
23,420
+1
| +0% | +$115 | 0.16% | 38 |
|
|
2024
Q2 | $2.7M | Sell |
23,419
-4
| -0% | -$466 | 0.17% | 36 |
|
|
2024
Q1 | $2.72M | Sell |
23,423
-86
| -0.4% | -$9K | 0.18% | 36 |
|
|
2023
Q4 | $2.35M | Sell |
23,509
-124
| -0.5% | -$13K | 0.17% | 36 |
|
|
2023
Q3 | $2.78M | Sell |
23,633
-74
| -0.3% | -$8.12K | 0.22% | 34 |
|
|
2023
Q2 | $2.6M | Buy |
23,707
+1
| +0% | +$109 | 0.19% | 37 |
|
|
2023
Q1 | $2.6M | Buy |
23,706
+1
| +0% | +$111 | 0.2% | 39 |
|
|
2022
Q4 | $2.61M | Sell |
23,705
-700
| -3% | -$75K | 0.21% | 40 |
|
|
2022
Q3 | $2.13M | Sell |
24,405
-268
| -1% | -$24.5K | 0.19% | 47 |
|
|
2022
Q2 | $2.11M | Sell |
24,673
-949
| -4% | -$85.6K | 0.18% | 51 |
|
|
2022
Q1 | $2.12M | Sell |
25,622
-1,162
| -4% | -$90.3K | 0.16% | 62 |
|
|
2021
Q4 | $1.64M | Sell |
26,784
-48
| -0.2% | -$3K | 0.12% | 66 |
|
|
2021
Q3 | $1.58M | Sell |
26,832
-177
| -0.7% | -$10.1K | 0.12% | 67 |
|
|
2021
Q2 | $1.7M | Buy |
27,009
+179
| +0.7% | +$10.7K | 0.14% | 67 |
|
|
2021
Q1 | $1.5M | Buy |
26,830
+175
| +0.7% | +$9.18K | 0.13% | 70 |
|
|
2020
Q4 | $1.1M | Sell |
26,655
-3,641
| -12% | -$137K | 0.1% | 76 |
|
|
2020
Q3 | $1.04M | Sell |
30,296
-7,476
| -20% | -$306K | 0.11% | 73 |
|
|
2020
Q2 | $1.69M | Sell |
37,772
-729
| -2% | -$32.7K | 0.19% | 65 |
|
|
2020
Q1 | $1.46M | Sell |
38,501
-2,780
| -7% | -$154K | 0.2% | 68 |
|
|
2019
Q4 | $2.88M | Sell |
41,281
-22,161
| -35% | -$1.53M | 0.33% | 72 |
|
|
2019
Q3 | $4.48M | Buy |
63,442
+9,624
| +18% | +$696K | 0.57% | 56 |
|
|
2019
Q2 | $4.12M | Sell |
53,818
-37,331
| -41% | -$2.89M | 0.54% | 56 |
|
|
2019
Q1 | $7.37M | Sell |
91,149
-1,240
| -1% | -$94.5K | 1.02% | 22 |
|
|
2018
Q4 | $6.3M | Buy |
92,389
+935
| +1% | +$73.4K | 0.99% | 24 |
|
|
2018
Q3 | $7.78M | Sell |
91,454
-6,110
| -6% | -$500K | 1.16% | 14 |
|
|
2018
Q2 | $8.07M | Buy |
97,564
+130
| +0.1% | +$10.4K | 1.24% | 12 |
|
|
2018
Q1 | $7.27M | Buy |
97,434
+10,973
| +13% | +$877K | 1.18% | 12 |
|
|
2017
Q4 | $7.23M | Sell |
86,461
-2,273
| -3% | -$188K | 1.14% | 11 |
|
|
2017
Q3 | $7.27M | Sell |
88,734
-3,614
| -4% | -$287K | 1.2% | 11 |
|
|
2017
Q2 | $7.46M | Buy |
92,348
+6,101
| +7% | +$499K | 1.3% | 10 |
|
|
2017
Q1 | $7.07M | Buy |
86,247
+2,365
| +3% | +$198K | 1.29% | 9 |
|
|
2016
Q4 | $7.57M | Sell |
83,882
-3,386
| -4% | -$296K | 1.45% | 10 |
|
|
2016
Q3 | $7.62M | Sell |
87,268
-1,183
| -1% | -$105K | 1.51% | 10 |
|
|
2016
Q2 | $7.87M | Sell |
88,451
-430
| -0.5% | -$38K | 1.58% | 10 |
|
|
2016
Q1 | $7.43M | Sell |
88,881
-6,009
| -6% | -$481K | 1.73% | 9 |
|
|
2015
Q4 | $7.4M | Buy |
94,890
+2,267
| +2% | +$181K | 1.94% | 8 |
|
|
2015
Q3 | $6.89M | Buy |
92,623
+1,607
| +2% | +$124K | 1.91% | 10 |
|
|
2015
Q2 | $7.57M | Buy |
91,016
+19,290
| +27% | +$1.66M | 2.12% | 6 |
|
|
2015
Q1 | $6.1M | Buy |
71,726
+1,452
| +2% | +$129K | 1.57% | 10 |
|
|
2014
Q4 | $6.5M | Buy |
70,274
+39,588
| +129% | +$3.69M | 1.77% | 8 |
|
|
2014
Q3 | $2.89M | Buy |
30,686
+1,285
| +4% | +$128K | 0.81% | 59 |
|
|
2014
Q2 | $2.96M | Sell |
29,401
-292
| -1% | -$29.5K | 0.82% | 58 |
|
|
2014
Q1 | $2.9M | Buy |
29,693
+1,360
| +5% | +$130K | 0.85% | 48 |
|
|
2013
Q4 | $2.87M | Sell |
28,333
-1,163
| -4% | -$108K | 0.91% | 42 |
|
|
2013
Q3 | $2.54M | Buy |
29,496
+5,955
| +25% | +$537K | 0.85% | 45 |
|
|
2013
Q2 | $2.13M | Buy |
+23,541
| New | +$2.12M | 0.75% | 62 |
|
Other funds holding XOM
VCM
VPM
Strategic Financial Services's XOM Position: Q1 2026 in Review
Strategic Financial Services held its ExxonMobil (XOM) position steady in Q1 2026 at 20,080 shares worth $3.41M. The position accounts for 0.16% of the portfolio, ranked #35.
Strategic Financial Services first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.07M in Q2 2018. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Strategic Financial Services held 20,080 shares of ExxonMobil worth $3.41M as of Q1 2026.
- Strategic Financial Services left its ExxonMobil share count unchanged in Q1 2026.
- ExxonMobil made up 0.16% of Strategic Financial Services's portfolio in Q1 2026, its #35 holding.
- Strategic Financial Services first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
- Strategic Financial Services's ExxonMobil position peaked at $8.07M in Q2 2018.
- 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.