Welch & Forbes’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 | $39.4M | Buy |
287,954
+2,972
| +1% | +$445K | 0.48% | 55 |
|
|
2026
Q1 | $48.4M | Sell |
284,982
-4,032
| -1% | -$588K | 0.63% | 46 |
|
|
2025
Q4 | $34.8M | Sell |
289,014
-2,222
| -0.8% | -$258K | 0.42% | 60 |
|
|
2025
Q3 | $32.8M | Sell |
291,236
-15,660
| -5% | -$1.74M | 0.4% | 62 |
|
|
2025
Q2 | $33.1M | Sell |
306,896
-1,404
| -0.5% | -$150K | 0.41% | 64 |
|
|
2025
Q1 | $36.7M | Sell |
308,300
-5,169
| -2% | -$572K | 0.48% | 61 |
|
|
2024
Q4 | $33.7M | Buy |
313,469
+2,128
| +0.7% | +$249K | 0.43% | 63 |
|
|
2024
Q3 | $36.5M | Sell |
311,341
-3,803
| -1% | -$439K | 0.46% | 61 |
|
|
2024
Q2 | $35.1M | Sell |
315,144
-2,510
| -0.8% | -$292K | 0.47% | 57 |
|
|
2024
Q1 | $36.9M | Sell |
317,654
-3,372
| -1% | -$353K | 0.51% | 54 |
|
|
2023
Q4 | $32.1M | Sell |
321,026
-2,337
| -0.7% | -$246K | 0.48% | 56 |
|
|
2023
Q3 | $38M | Sell |
323,363
-585
| -0.2% | -$64.2K | 0.63% | 47 |
|
|
2023
Q2 | $34.7M | Sell |
323,948
-355
| -0.1% | -$38.7K | 0.55% | 49 |
|
|
2023
Q1 | $35.6M | Sell |
324,303
-16,062
| -5% | -$1.78M | 0.6% | 47 |
|
|
2022
Q4 | $37.5M | Buy |
340,365
+3,801
| +1% | +$407K | 0.67% | 44 |
|
|
2022
Q3 | $29.4M | Buy |
336,564
+5,220
| +2% | +$477K | 0.57% | 48 |
|
|
2022
Q2 | $28.4M | Sell |
331,344
-8,408
| -2% | -$758K | 0.52% | 54 |
|
|
2022
Q1 | $28.1M | Sell |
339,752
-3,404
| -1% | -$265K | 0.44% | 64 |
|
|
2021
Q4 | $21M | Buy |
343,156
+1,397
| +0.4% | +$87.3K | 0.31% | 76 |
|
|
2021
Q3 | $20.1M | Sell |
341,759
-16,407
| -5% | -$935K | 0.33% | 75 |
|
|
2021
Q2 | $22.6M | Sell |
358,166
-3,030
| -0.8% | -$181K | 0.38% | 68 |
|
|
2021
Q1 | $20.2M | Sell |
361,196
-8,957
| -2% | -$470K | 0.37% | 71 |
|
|
2020
Q4 | $15.3M | Sell |
370,153
-27,514
| -7% | -$1.03M | 0.3% | 81 |
|
|
2020
Q3 | $13.7M | Sell |
397,667
-23,212
| -6% | -$949K | 0.29% | 81 |
|
|
2020
Q2 | $18.8M | Sell |
420,879
-37,880
| -8% | -$1.7M | 0.44% | 62 |
|
|
2020
Q1 | $17.4M | Sell |
458,759
-127,128
| -22% | -$7.02M | 0.49% | 63 |
|
|
2019
Q4 | $40.9M | Sell |
585,887
-43,932
| -7% | -$3.04M | 0.91% | 33 |
|
|
2019
Q3 | $44.5M | Sell |
629,819
-28,250
| -4% | -$2.04M | 1.06% | 25 |
|
|
2019
Q2 | $50.4M | Sell |
658,069
-26,049
| -4% | -$2.02M | 1.23% | 22 |
|
|
2019
Q1 | $55.3M | Sell |
684,118
-28,487
| -4% | -$2.17M | 1.39% | 20 |
|
|
2018
Q4 | $48.6M | Sell |
712,605
-36,147
| -5% | -$2.84M | 1.37% | 19 |
|
|
2018
Q3 | $63.7M | Sell |
748,752
-18,404
| -2% | -$1.5M | 1.52% | 18 |
|
|
2018
Q2 | $63.5M | Sell |
767,156
-28,761
| -4% | -$2.29M | 1.64% | 16 |
|
|
2018
Q1 | $59.4M | Sell |
795,917
-57,459
| -7% | -$4.59M | 1.53% | 18 |
|
|
2017
Q4 | $71.4M | Sell |
853,376
-21,823
| -2% | -$1.8M | 1.91% | 11 |
|
|
2017
Q3 | $71.7M | Sell |
875,199
-3,571
| -0.4% | -$284K | 1.89% | 9 |
|
|
2017
Q2 | $70.9M | Sell |
878,770
-8,735
| -1% | -$715K | 1.98% | 9 |
|
|
2017
Q1 | $72.8M | Sell |
887,505
-24,146
| -3% | -$2.02M | 2.08% | 8 |
|
|
2016
Q4 | $82.3M | Sell |
911,651
-8,881
| -1% | -$776K | 2.46% | 3 |
|
|
2016
Q3 | $80.3M | Sell |
920,532
-3,587
| -0.4% | -$318K | 2.78% | 4 |
|
|
2016
Q2 | $86.6M | Sell |
924,119
-12,291
| -1% | -$1.09M | 2.64% | 3 |
|
|
2016
Q1 | $78.3M | Sell |
936,410
-6,227
| -0.7% | -$499K | 2.44% | 4 |
|
|
2015
Q4 | $73.5M | Buy |
942,637
+3,016
| +0.3% | +$241K | 2.36% | 5 |
|
|
2015
Q3 | $69.9M | Sell |
939,621
-8,845
| -0.9% | -$682K | 2.33% | 3 |
|
|
2015
Q2 | $78.9M | Sell |
948,466
-10,493
| -1% | -$902K | 2.46% | 4 |
|
|
2015
Q1 | $81.5M | Sell |
958,959
-17,017
| -2% | -$1.51M | 2.45% | 3 |
|
|
2014
Q4 | $90.2M | Sell |
975,976
-1,825
| -0.2% | -$170K | 2.65% | 3 |
|
|
2014
Q3 | $92M | Sell |
977,801
-13,902
| -1% | -$1.38M | 2.81% | 2 |
|
|
2014
Q2 | $99.8M | Buy |
991,703
+3,605
| +0.4% | +$364K | 3.15% | 1 |
|
|
2014
Q1 | $96.5M | Sell |
988,098
-8,132
| -0.8% | -$775K | 3.06% | 1 |
|
|
2013
Q4 | $101M | Sell |
996,230
-16,325
| -2% | -$1.51M | 3.19% | 1 |
|
|
2013
Q3 | $87.1M | Sell |
1,012,555
-30,822
| -3% | -$2.78M | 2.93% | 2 |
|
|
2013
Q2 | $94.3M | Buy |
+1,043,377
| New | +$93.9M | 3.37% | 1 |
|
Other funds holding XOM
FWIA
Welch & Forbes's XOM Position: Q2 2026 in Review
Welch & Forbes increased its ExxonMobil (XOM) stake by 1% in Q2 2026, buying an estimated $445K and bringing the position to 287,954 shares worth $39.4M. The position accounts for 0.48% of the portfolio, ranked #55.
Welch & Forbes first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $101M in Q4 2013. 2,003 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Welch & Forbes held 287,954 shares of ExxonMobil worth $39.4M as of Q2 2026.
- Welch & Forbes bought 2,972 ExxonMobil shares in Q2 2026, an estimated $445K.
- ExxonMobil made up 0.48% of Welch & Forbes's portfolio in Q2 2026, its #55 holding.
- Welch & Forbes first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
- Welch & Forbes's ExxonMobil position peaked at $101M in Q4 2013.
- 2,003 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.