Ullmann Wealth Partners Group’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 | $1.73M | Buy |
10,206
+338
| +3% | +$49.3K | 0.18% | 53 |
|
|
2025
Q4 | $1.13M | Sell |
9,868
-214
| -2% | -$24.8K | 0.12% | 72 |
|
|
2025
Q3 | $1.14M | Buy |
10,082
+1,609
| +19% | +$179K | 0.12% | 71 |
|
|
2025
Q2 | $913K | Sell |
8,473
-255
| -3% | -$27.3K | 0.11% | 70 |
|
|
2025
Q1 | $1.04M | Buy |
8,728
+385
| +5% | +$42.6K | 0.14% | 59 |
|
|
2024
Q4 | $897K | Buy |
8,343
+410
| +5% | +$48K | 0.12% | 64 |
|
|
2024
Q3 | $930K | Buy |
7,933
+370
| +5% | +$42.7K | 0.12% | 62 |
|
|
2024
Q2 | $871K | Buy |
7,563
+323
| +4% | +$37.6K | 0.12% | 54 |
|
|
2024
Q1 | $842K | Buy |
7,240
+773
| +12% | +$80.9K | 0.13% | 52 |
|
|
2023
Q4 | $647K | Buy |
6,467
+279
| +5% | +$29.3K | 0.11% | 56 |
|
|
2023
Q3 | $728K | Buy |
6,188
+293
| +5% | +$32.1K | 0.14% | 48 |
|
|
2023
Q2 | $632K | Sell |
5,895
-733
| -11% | -$80K | 0.13% | 53 |
|
|
2023
Q1 | $727K | Buy |
6,628
+544
| +9% | +$60.2K | 0.17% | 41 |
|
|
2022
Q4 | $671K | Buy |
6,084
+280
| +5% | +$30K | 0.16% | 40 |
|
|
2022
Q3 | $507K | Sell |
5,804
-42
| -0.7% | -$3.83K | 0.14% | 46 |
|
|
2022
Q2 | $501K | Buy |
5,846
+42
| +0.7% | +$3.79K | 0.14% | 49 |
|
|
2022
Q1 | $479K | Buy |
5,804
+836
| +17% | +$65K | 0.12% | 50 |
|
|
2021
Q4 | $304K | Sell |
4,968
-764
| -13% | -$47.8K | 0.08% | 72 |
|
|
2021
Q3 | $337K | Buy |
5,732
+550
| +11% | +$31.3K | 0.13% | 59 |
|
|
2021
Q2 | $327K | Buy |
5,182
+188
| +4% | +$11.2K | 0.13% | 60 |
|
|
2021
Q1 | $279K | Hold |
4,994
| – | – | 0.12% | 65 |
|
|
2020
Q4 | $206K | Buy |
+4,994
| New | +$187K | 0.1% | 70 |
|
|
2020
Q3 | – | Sell |
-4,882
| Closed | -$218K | – | 72 |
|
|
2020
Q2 | $218K | Buy |
+4,882
| New | +$219K | 0.13% | 62 |
|
|
2020
Q1 | – | Sell |
-3,737
| Closed | -$261K | – | 60 |
|
|
2019
Q4 | $261K | Sell |
3,737
-546
| -13% | -$37.8K | 0.16% | 56 |
|
|
2019
Q3 | $302K | Buy |
4,283
+245
| +6% | +$17.7K | 0.19% | 45 |
|
|
2019
Q2 | $309K | Hold |
4,038
| – | – | 0.19% | 47 |
|
|
2019
Q1 | $326K | Buy |
4,038
+70
| +2% | +$5.34K | 0.21% | 41 |
|
|
2018
Q4 | $271K | Sell |
3,968
-499
| -11% | -$39.1K | 0.2% | 43 |
|
|
2018
Q3 | $379K | Sell |
4,467
-29
| -0.6% | -$2.37K | 0.25% | 33 |
|
|
2018
Q2 | $371K | Hold |
4,496
| – | – | 0.26% | 33 |
|
|
2018
Q1 | $335K | Sell |
4,496
-2,004
| -31% | -$160K | 0.24% | 35 |
|
|
2017
Q4 | $566K | Buy |
6,500
+431
| +7% | +$35.6K | 0.39% | 27 |
|
|
2017
Q3 | $529K | Buy |
6,069
+1,488
| +32% | +$118K | 0.53% | 30 |
|
|
2017
Q2 | $369K | Buy |
4,581
+1,629
| +55% | +$133K | 0.27% | 41 |
|
|
2017
Q1 | $242K | Sell |
2,952
-1,365
| -32% | -$114K | 0.2% | 44 |
|
|
2016
Q4 | $360K | Buy |
+4,317
| New | +$377K | 0.34% | 40 |
|
Other funds holding XOM
VCM
VPM
Ullmann Wealth Partners Group's XOM Position: Q1 2026 in Review
Ullmann Wealth Partners Group increased its ExxonMobil (XOM) stake by 3.4% in Q1 2026, buying an estimated $49.3K and bringing the position to 10,206 shares worth $1.73M. The position accounts for 0.18% of the portfolio, ranked #53.
Ullmann Wealth Partners Group first reported a position in XOM in Q4 2016 and has held it in 36 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Ullmann Wealth Partners Group held 10,206 shares of ExxonMobil worth $1.73M as of Q1 2026.
- Ullmann Wealth Partners Group bought 338 ExxonMobil shares in Q1 2026, an estimated $49.3K.
- ExxonMobil made up 0.18% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #53 holding.
- Ullmann Wealth Partners Group first reported a position in ExxonMobil in Q4 2016 and has held it in 36 quarters since.
- 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Ullmann Wealth Partners Group's 13F filing for Q1 2026, filed 13 Apr 2026.