Valley National Advisers’s ExxonMobil XOM Stock Holding History

Valley National Advisers’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	$3.71M	Sell	21,891 -129	-0.6%	-$18.8K	0.48%	40
2025 Q4	$2.65M	Buy	22,020 +621	+3%	+$72K	0.37%	54
2025 Q3	$2.41M	Sell	21,399 -226	-1%	-$25.1K	0.37%	62
2025 Q2	$2.33M	Sell	21,625 -1,189	-5%	-$127K	0.38%	66
2025 Q1	$2.71M	Buy	22,814 +1,399	+7%	+$155K	0.49%	42
2024 Q4	$2.3M	Sell	21,415 -170	-0.8%	-$19.9K	0.41%	53
2024 Q3	$2.53M	Sell	21,585 -14,244	-40%	-$1.64M	0.46%	52
2024 Q2	$4.12M	Buy	35,829 +2,717	+8%	+$316K	0.61%	41
2024 Q1	$3.85M	Sell	33,112 -278	-0.8%	-$29.1K	0.58%	40
2023 Q4	$3.34M	Sell	33,390 -1,111	-3%	-$117K	0.53%	42
2023 Q3	$4.06M	Sell	34,501 -457	-1%	-$50.1K	0.71%	31
2023 Q2	$3.75M	Sell	34,958 -1,516	-4%	-$165K	0.63%	36
2023 Q1	$4.31M	Buy	36,474 +485	+1%	+$53.6K	0.76%	35
2022 Q4	$4.01M	Sell	35,989 -1,086	-3%	-$116K	0.72%	34
2022 Q3	$3.74M	Sell	37,075 -802	-2%	-$73.2K	0.78%	29
2022 Q2	$3.25M	Sell	37,877 -211	-0.6%	-$19K	0.69%	32
2022 Q1	$3.15M	Sell	38,088 -1,518	-4%	-$118K	0.6%	39
2021 Q4	$2.42M	Sell	39,606 -1,556	-4%	-$97.2K	0.45%	57
2021 Q3	$2.42M	Sell	41,162 -866	-2%	-$49.4K	0.44%	54
2021 Q2	$2.65M	Buy	42,028 +161	+0.4%	+$9.61K	0.48%	46
2021 Q1	$2.34M	Buy	41,867 +2,452	+6%	+$129K	0.46%	43
2020 Q4	$1.63M	Sell	39,415 -529	-1%	-$19.8K	0.34%	56
2020 Q3	$1.37M	Sell	39,944 -4,148	-9%	-$170K	0.31%	54
2020 Q2	$1.97M	Buy	44,092 +9,255	+27%	+$415K	0.45%	39
2020 Q1	$1.32M	Buy	34,837 +17,396	+100%	+$961K	0.37%	53
2019 Q4	$1.22M	Sell	17,441 -2,334	-12%	-$161K	0.3%	66
2019 Q3	$1.4M	Buy	19,775 +952	+5%	+$68.8K	0.38%	57
2019 Q2	$1.44M	Buy	18,823 +990	+6%	+$76.6K	0.4%	51
2019 Q1	$1.44M	Sell	17,833 -3,284	-16%	-$250K	0.41%	51
2018 Q4	$1.44M	Sell	21,117 -5,983	-22%	-$469K	0.47%	51
2018 Q3	$2.3M	Buy	27,100 +2,162	+9%	+$177K	0.8%	36
2018 Q2	$2.06M	Buy	24,938 +5,838	+31%	+$465K	0.79%	38
2018 Q1	$1.43M	Buy	19,100 +313	+2%	+$25K	0.53%	47
2017 Q4	$1.57M	Sell	18,787 -1,014	-5%	-$83.9K	0.55%	40
2017 Q3	$1.62M	Sell	19,801 -853	-4%	-$67.7K	0.55%	35
2017 Q2	$1.67M	Buy	20,654 +1,825	+10%	+$149K	0.6%	33
2017 Q1	$1.54M	Sell	18,829 -1,439	-7%	-$120K	0.59%	35
2016 Q4	$1.83M	Buy	20,268 +1,748	+9%	+$153K	0.84%	32
2016 Q3	$1.62M	Buy	18,520 +1,620	+10%	+$144K	0.83%	36
2016 Q2	$1.58M	Sell	16,900 -394	-2%	-$34.8K	0.82%	35
2016 Q1	$1.45M	Buy	17,294 +1,774	+11%	+$142K	0.78%	39
2015 Q4	$1.21M	Sell	15,520 -499	-3%	-$39.9K	0.71%	43
2015 Q3	$1.19M	Buy	16,019 +60	+0.4%	+$4.62K	0.72%	46
2015 Q2	$1.33M	Buy	15,959 +3,833	+32%	+$330K	0.75%	40
2015 Q1	$1.03M	Buy	12,126 +4,311	+55%	+$382K	0.61%	53
2014 Q4	$791K	Buy	+7,815	New	+$729K	0.6%	46

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

Valley National Advisers's XOM Position: Q1 2026 in Review

Valley National Advisers reduced its ExxonMobil (XOM) stake by 0.59% in Q1 2026, selling an estimated $18.8K and leaving 21,891 shares worth $3.71M. The position accounts for 0.48% of the portfolio, ranked #40.

Valley National Advisers first reported a position in XOM in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.31M in Q1 2023. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Valley National Advisers held 21,891 shares of ExxonMobil worth $3.71M as of Q1 2026.
Valley National Advisers sold 129 ExxonMobil shares in Q1 2026, an estimated $18.8K.
ExxonMobil made up 0.48% of Valley National Advisers's portfolio in Q1 2026, its #40 holding.
Valley National Advisers first reported a position in ExxonMobil in Q4 2014 and has held it in 46 quarters since.
Valley National Advisers's ExxonMobil position peaked at $4.31M in Q1 2023.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.