Vision Capital Management’s ExxonMobil XOM Stock Holding History

Vision Capital Management’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	$316K	Buy	1,861 +161	+9%	+$23.5K	0.04%	121
2025 Q4	$205K	Buy	+1,700	New	+$197K	0.02%	145
2023 Q1	–	Sell	-2,131	Closed	-$235K	–	103
2022 Q4	$235K	Buy	+2,131	New	+$228K	0.04%	93
2020 Q1	–	Sell	-3,553	Closed	-$248K	–	101
2019 Q4	$248K	Buy	3,553 +360	+11%	+$24.9K	0.06%	87
2019 Q3	$225K	Sell	3,193 -435	-12%	-$31.5K	0.06%	80
2019 Q2	$278K	Sell	3,628 -199	-5%	-$15.4K	0.07%	75
2019 Q1	$309K	Buy	3,827 +50	+1%	+$3.81K	0.09%	72
2018 Q4	$258K	Buy	3,777 +56	+2%	+$4.39K	0.08%	70
2018 Q3	$316K	Hold	3,721	–	–	0.09%	71
2018 Q2	$308K	Buy	3,721 +149	+4%	+$11.9K	0.09%	73
2018 Q1	$266K	Sell	3,572 -1,823	-34%	-$146K	0.08%	76
2017 Q4	$451K	Hold	5,395	–	–	0.13%	71
2017 Q3	$442K	Hold	5,395	–	–	0.14%	71
2017 Q2	$436K	Buy	5,395 +487	+10%	+$39.8K	0.15%	68
2017 Q1	$402K	Buy	4,908 +307	+7%	+$25.6K	0.14%	67
2016 Q4	$415K	Buy	4,601 +1,537	+50%	+$134K	0.16%	66
2016 Q3	$267K	Sell	3,064 -290	-9%	-$25.7K	0.11%	73
2016 Q2	$314K	Sell	3,354 -720	-18%	-$63.7K	0.13%	69
2016 Q1	$341K	Hold	4,074	–	–	0.08%	60
2015 Q4	$318K	Buy	4,074 +2	+0%	+$160	0.07%	66
2015 Q3	$303K	Sell	4,072 -263	-6%	-$20.3K	0.07%	55
2015 Q2	$361K	Buy	4,335 +983	+29%	+$84.5K	0.07%	55
2015 Q1	$285K	Sell	3,352 -336	-9%	-$29.8K	0.04%	57
2014 Q4	$341K	Buy	+3,688	New	+$344K	0.04%	51

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

Vision Capital Management's XOM Position: Q1 2026 in Review

Vision Capital Management increased its ExxonMobil (XOM) stake by 9.5% in Q1 2026, buying an estimated $23.5K and bringing the position to 1,861 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #121.

Vision Capital Management first reported a position in XOM in Q4 2014 and has held it in 24 quarters since. The position peaked at $451K in Q4 2017. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Vision Capital Management held 1,861 shares of ExxonMobil worth $316K as of Q1 2026.
Vision Capital Management bought 161 ExxonMobil shares in Q1 2026, an estimated $23.5K.
ExxonMobil made up 0.04% of Vision Capital Management's portfolio in Q1 2026, its #121 holding.
Vision Capital Management first reported a position in ExxonMobil in Q4 2014 and has held it in 24 quarters since.
Vision Capital Management's ExxonMobil position peaked at $451K in Q4 2017.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.