Syverson Strege & Co’s ExxonMobil XOM Stock Holding History

Syverson Strege & Co’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	$2.65M	Buy	15,624 +98	+0.6%	+$14.3K	0.64%	19
2025 Q4	$1.87M	Sell	15,526 -447	-3%	-$51.8K	0.44%	27
2025 Q3	$1.8M	Sell	15,973 -783	-5%	-$87K	0.43%	28
2025 Q2	$1.81M	Buy	16,756 +11,903	+245%	+$1.27M	0.43%	29
2025 Q1	$577K	Buy	4,853 +167	+4%	+$18.5K	0.19%	37
2024 Q4	$504K	Buy	4,686 +647	+16%	+$75.7K	0.17%	41
2024 Q3	$473K	Sell	4,039 -992	-20%	-$115K	0.16%	40
2024 Q2	$579K	Buy	5,031 +373	+8%	+$43.4K	0.2%	43
2024 Q1	$541K	Sell	4,658 -83	-2%	-$8.68K	0.2%	38
2023 Q4	$474K	Sell	4,741 -204	-4%	-$21.4K	0.18%	40
2023 Q3	$581K	Sell	4,945 -13	-0.3%	-$1.43K	0.26%	30
2023 Q2	$532K	Sell	4,958 -170	-3%	-$18.5K	0.23%	32
2023 Q1	$562K	Buy	5,128 +428	+9%	+$47.3K	0.24%	33
2022 Q4	$518K	Buy	4,700 +2	+0%	+$214	0.24%	37
2022 Q3	$410K	Sell	4,698 -78	-2%	-$7.12K	0.21%	41
2022 Q2	$409K	Buy	4,776 +63	+1%	+$5.68K	0.15%	48
2022 Q1	$389K	Sell	4,713 -97	-2%	-$7.54K	0.42%	43
2021 Q4	$294K	Sell	4,810 -598	-11%	-$37.4K	0.22%	52
2021 Q3	$318K	Buy	5,408 +624	+13%	+$35.6K	0.25%	48
2021 Q2	$302K	Buy	4,784 +4	+0.1%	+$239	0.27%	48
2021 Q1	$267K	Sell	4,780 -3,863	-45%	-$203K	0.28%	46
2020 Q4	$356K	Buy	+8,643	New	+$324K	0.34%	41

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

Syverson Strege & Co's XOM Position: Q1 2026 in Review

Syverson Strege & Co increased its ExxonMobil (XOM) stake by 0.63% in Q1 2026, buying an estimated $14.3K and bringing the position to 15,624 shares worth $2.65M. The position accounts for 0.64% of the portfolio, ranked #19.

Syverson Strege & Co first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Syverson Strege & Co held 15,624 shares of ExxonMobil worth $2.65M as of Q1 2026.
Syverson Strege & Co bought 98 ExxonMobil shares in Q1 2026, an estimated $14.3K.
ExxonMobil made up 0.64% of Syverson Strege & Co's portfolio in Q1 2026, its #19 holding.
Syverson Strege & Co first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.