Vaughan David Investments’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $54.4M | Buy |
398,253
+1,750
| +0.4% | +$262K | 1.08% | 30 |
|
|
2026
Q1 | $67.3M | Sell |
396,503
-3,359
| -0.8% | -$490K | 1.42% | 15 |
|
|
2025
Q4 | $48.1M | Sell |
399,862
-3,261
| -0.8% | -$378K | 1.05% | 40 |
|
|
2025
Q3 | $45.5M | Sell |
403,123
-2,299
| -0.6% | -$256K | 0.98% | 49 |
|
|
2025
Q2 | $43.7M | Buy |
405,422
+9,027
| +2% | +$965K | 0.98% | 49 |
|
|
2025
Q1 | $47.1M | Buy |
396,395
+7,032
| +2% | +$778K | 1.1% | 40 |
|
|
2024
Q4 | $41.9M | Buy |
389,363
+8,122
| +2% | +$950K | 0.99% | 52 |
|
|
2024
Q3 | $44.7M | Buy |
381,241
+6,300
| +2% | +$727K | 1.03% | 49 |
|
|
2024
Q2 | $43.2M | Buy |
374,941
+4,502
| +1% | +$524K | 1.09% | 34 |
|
|
2024
Q1 | $43.1M | Buy |
370,439
+13,314
| +4% | +$1.39M | 1.07% | 35 |
|
|
2023
Q4 | $35.7M | Buy |
357,125
+20,878
| +6% | +$2.19M | 0.98% | 54 |
|
|
2023
Q3 | $39.5M | Buy |
336,247
+288,009
| +597% | +$31.6M | 1.2% | 26 |
|
|
2023
Q2 | $5.17M | Buy |
48,238
+903
| +2% | +$98.5K | 0.15% | 98 |
|
|
2023
Q1 | $5.19M | Sell |
47,335
-45
| -0.1% | -$4.98K | 0.16% | 97 |
|
|
2022
Q4 | $5.23M | Sell |
47,380
-334
| -0.7% | -$35.8K | 0.16% | 96 |
|
|
2022
Q3 | $4.17M | Buy |
47,714
+344
| +0.7% | +$31.4K | 0.14% | 101 |
|
|
2022
Q2 | $4.06M | Sell |
47,370
-1,700
| -3% | -$153K | 0.13% | 103 |
|
|
2022
Q1 | $4.05M | Sell |
49,070
-1,198
| -2% | -$93.1K | 0.12% | 102 |
|
|
2021
Q4 | $3.08M | Buy |
50,268
+100
| +0.2% | +$6.25K | 0.09% | 102 |
|
|
2021
Q3 | $2.95M | Sell |
50,168
-3,984
| -7% | -$227K | 0.09% | 102 |
|
|
2021
Q2 | $3.42M | Buy |
54,152
+2,510
| +5% | +$150K | 0.11% | 100 |
|
|
2021
Q1 | $2.88M | Buy |
51,642
+577
| +1% | +$30.3K | 0.09% | 97 |
|
|
2020
Q4 | $2.1M | Sell |
51,065
-770
| -1% | -$28.9K | 0.07% | 100 |
|
|
2020
Q3 | $1.78M | Sell |
51,835
-509
| -1% | -$20.8K | 0.07% | 97 |
|
|
2020
Q2 | $2.34M | Sell |
52,344
-43,074
| -45% | -$1.93M | 0.1% | 95 |
|
|
2020
Q1 | $3.62M | Sell |
95,418
-208,231
| -69% | -$11.5M | 0.17% | 88 |
|
|
2019
Q4 | $21.2M | Sell |
303,649
-2,382
| -0.8% | -$165K | 0.78% | 69 |
|
|
2019
Q3 | $21.6M | Sell |
306,031
-169
| -0.1% | -$12.2K | 0.83% | 63 |
|
|
2019
Q2 | $23.5M | Buy |
306,200
+2,911
| +1% | +$225K | 0.93% | 58 |
|
|
2019
Q1 | $24.5M | Sell |
303,289
-1,505
| -0.5% | -$115K | 1.03% | 42 |
|
|
2018
Q4 | $20.8M | Sell |
304,794
-5,251
| -2% | -$412K | 0.97% | 50 |
|
|
2018
Q3 | $26.4M | Sell |
310,045
-14,016
| -4% | -$1.15M | 1.11% | 31 |
|
|
2018
Q2 | $26.8M | Buy |
324,061
+3,642
| +1% | +$290K | 1.25% | 25 |
|
|
2018
Q1 | $23.9M | Buy |
320,419
+3,756
| +1% | +$300K | 1.13% | 39 |
|
|
2017
Q4 | $26.5M | Buy |
316,663
+6,672
| +2% | +$552K | 1.23% | 30 |
|
|
2017
Q3 | $25.4M | Sell |
309,991
-483
| -0.2% | -$38.4K | 1.25% | 29 |
|
|
2017
Q2 | $25.1M | Buy |
310,474
+10,732
| +4% | +$878K | 1.26% | 24 |
|
|
2017
Q1 | $24.6M | Buy |
299,742
+1,786
| +0.6% | +$149K | 1.27% | 25 |
|
|
2016
Q4 | $26.9M | Buy |
297,956
+1,021
| +0.3% | +$89.2K | 1.44% | 13 |
|
|
2016
Q3 | $25.9M | Buy |
296,935
+5,482
| +2% | +$486K | 1.41% | 16 |
|
|
2016
Q2 | $27.3M | Sell |
291,453
-10,831
| -4% | -$958K | 1.51% | 11 |
|
|
2016
Q1 | $25.3M | Buy |
302,284
+2,541
| +0.8% | +$203K | 1.44% | 15 |
|
|
2015
Q4 | $23.4M | Buy |
299,743
+354
| +0.1% | +$28.3K | 1.41% | 17 |
|
|
2015
Q3 | $22.3M | Buy |
299,389
+5,596
| +2% | +$431K | 1.41% | 18 |
|
|
2015
Q2 | $24.4M | Buy |
293,793
+2,789
| +1% | +$240K | 1.45% | 17 |
|
|
2015
Q1 | $24.7M | Buy |
291,004
+3,426
| +1% | +$304K | 1.47% | 16 |
|
|
2014
Q4 | $26.6M | Buy |
287,578
+9,463
| +3% | +$882K | 1.53% | 10 |
|
|
2014
Q3 | $26.2M | Sell |
278,115
-966
| -0.3% | -$96.2K | 1.6% | 10 |
|
|
2014
Q2 | $28.1M | Buy |
279,081
+98
| +0% | +$9.89K | 1.68% | 5 |
|
|
2014
Q1 | $27.3M | Buy |
278,983
+684
| +0.2% | +$65.2K | 1.7% | 4 |
|
|
2013
Q4 | $28.2M | Buy |
278,299
+1,729
| +0.6% | +$160K | 1.81% | 3 |
|
|
2013
Q3 | $23.8M | Buy |
276,570
+1,464
| +0.5% | +$132K | 1.65% | 5 |
|
|
2013
Q2 | $24.9M | Buy |
+275,106
| New | +$24.8M | 1.76% | 6 |
|
Other funds holding XOM
Vaughan David Investments's XOM Position: Q2 2026 in Review
Vaughan David Investments increased its ExxonMobil (XOM) stake by 0.44% in Q2 2026, buying an estimated $262K and bringing the position to 398,253 shares worth $54.4M. The position accounts for 1.08% of the portfolio, ranked #30.
Vaughan David Investments first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $67.3M in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Vaughan David Investments held 398,253 shares of ExxonMobil worth $54.4M as of Q2 2026.
- Vaughan David Investments bought 1,750 ExxonMobil shares in Q2 2026, an estimated $262K.
- ExxonMobil made up 1.08% of Vaughan David Investments's portfolio in Q2 2026, its #30 holding.
- Vaughan David Investments first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
- Vaughan David Investments's ExxonMobil position peaked at $67.3M in Q1 2026.
- 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.