West Family Investments’s ExxonMobil XOM Stock Holding History

West Family Investments’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	$1.97M	Sell	11,611 -13,765	-54%	-$2.01M	0.69%	22
2025 Q4	$3.05M	Sell	25,376 -562	-2%	-$65.2K	0.72%	22
2025 Q3	$2.92M	Buy	25,938 +640	+3%	+$71.1K	0.65%	24
2025 Q2	$2.73M	Buy	25,298 +11,833	+88%	+$1.26M	0.71%	21
2025 Q1	$1.6M	Sell	13,465 -202	-1%	-$22.3K	0.6%	30
2024 Q4	$1.47M	Buy	13,667 +772	+6%	+$90.3K	0.51%	36
2024 Q3	$1.51M	Sell	12,895 -45,931	-78%	-$5.3M	0.51%	35
2024 Q2	$6.77M	Buy	58,826 +2,571	+5%	+$299K	2.03%	13
2024 Q1	$6.54M	Buy	56,255 +403	+0.7%	+$42.2K	2.03%	11
2023 Q4	$5.58M	Sell	55,852 -377	-0.7%	-$39.6K	1.89%	14
2023 Q3	$6.61M	Buy	56,229 +377	+0.7%	+$41.4K	2.31%	8
2023 Q2	$5.99M	Buy	55,852 +74	+0.1%	+$8.07K	2.33%	7
2023 Q1	$6.12M	Buy	55,778 +71	+0.1%	+$7.85K	2.42%	10
2022 Q4	$6.14M	Hold	55,707	–	–	2.1%	12
2022 Q3	$4.86M	Buy	55,707 +159	+0.3%	+$14.5K	2.03%	12
2022 Q2	$4.76M	Buy	55,548 +209	+0.4%	+$18.9K	1.88%	12
2022 Q1	$4.57M	Hold	55,339	–	–	1.3%	17
2021 Q4	$3.39M	Sell	55,339 -1,545	-3%	-$96.6K	0.92%	18
2021 Q3	$3.35M	Sell	56,884 -3,586	-6%	-$204K	0.87%	18
2021 Q2	$3.81M	Buy	60,470 +13,214	+28%	+$789K	1.03%	14
2021 Q1	$2.64M	Buy	47,256 +256	+0.5%	+$13.4K	0.96%	34
2020 Q4	$2.04K	Buy	+47,000	New	+$1.76M	0.62%	50
2020 Q3	–	Sell	-23,240	Closed	-$1.62M	–	108
2020 Q2	$1.62M	Hold	23,240	–	–	0.39%	47
2020 Q1	$882K	Hold	23,240	–	–	0.35%	51
2019 Q4	$1.62M	Hold	23,240	–	–	0.39%	47
2019 Q3	$1.64M	Hold	23,240	–	–	0.41%	47
2019 Q2	$1.78M	Hold	23,240	–	–	0.45%	48
2019 Q1	$1.88M	Hold	23,240	–	–	0.47%	48
2018 Q4	$1.58M	Hold	23,240	–	–	0.41%	51
2018 Q3	$1.98M	Hold	23,240	–	–	0.47%	45
2018 Q2	$1.92M	Hold	23,240	–	–	0.47%	48
2018 Q1	$1.73M	Hold	23,240	–	–	0.46%	47
2017 Q4	$1.94M	Hold	23,240	–	–	0.5%	47
2017 Q3	$1.91K	Hold	23,240	–	–	0.23%	44
2017 Q2	$2.18M	Hold	23,240	–	–	0.48%	42
2017 Q1	$1.91M	Hold	23,240	–	–	0.37%	45
2016 Q4	$2.1M	Hold	23,240	–	–	0.37%	50
2016 Q3	$2.03M	Hold	23,240	–	–	0.38%	50
2016 Q2	$2.18M	Hold	23,240	–	–	0.4%	48
2016 Q1	$1.94M	Hold	23,240	–	–	0.32%	52
2015 Q4	$1.81M	Hold	23,240	–	–	0.46%	48
2015 Q3	$1.73M	Hold	23,240	–	–	0.36%	47
2015 Q2	$1.93M	Hold	23,240	–	–	0.41%	44
2015 Q1	$1.98M	Hold	23,240	–	–	0.41%	45
2014 Q4	$2.15M	Hold	23,240	–	–	0.42%	40
2014 Q3	$2.19M	Hold	23,240	–	–	0.46%	40
2014 Q2	$2.34M	Hold	23,240	–	–	0.49%	38
2014 Q1	$2.27M	Hold	23,240	–	–	0.5%	37
2013 Q4	$2.35M	Hold	23,240	–	–	0.54%	33
2013 Q3	$2M	Hold	23,240	–	–	0.51%	37
2013 Q2	$2.1M	Buy	+23,240	New	+$2.09M	0.56%	38

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

West Family Investments's XOM Position: Q1 2026 in Review

West Family Investments reduced its ExxonMobil (XOM) stake by 54% in Q1 2026, selling an estimated $2.01M and leaving 11,611 shares worth $1.97M. The position accounts for 0.69% of the portfolio, ranked #22.

West Family Investments first reported a position in XOM in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.77M in Q2 2024. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

West Family Investments held 11,611 shares of ExxonMobil worth $1.97M as of Q1 2026.
West Family Investments sold 13,765 ExxonMobil shares in Q1 2026, an estimated $2.01M.
ExxonMobil made up 0.69% of West Family Investments's portfolio in Q1 2026, its #22 holding.
West Family Investments first reported a position in ExxonMobil in Q2 2013 and has held it in 51 quarters since.
West Family Investments's ExxonMobil position peaked at $6.77M in Q2 2024.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.