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Whitegate Investment Counselors’s ExxonMobil XOM Stock Holding History

Whitegate Investment Counselors’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 		$356K Sell
2,100
-105
-5% -$15.3K 0.11% 52
2025
Q4 		$265K Buy
2,205
+12
+0.5% +$1.39K 0.08% 56
2025
Q3 		$247K Sell
2,193
-4,788
-69% -$532K 0.08% 57
2025
Q2 		$753K Buy
6,981
+13
+0.2% +$1.39K 0.26% 46
2025
Q1 		$829K Buy
6,968
+12
+0.2% +$1.33K 0.29% 42
2024
Q4 		$748K Buy
6,956
+210
+3% +$24.6K 0.26% 44
2024
Q3 		$791K Buy
6,746
+12
+0.2% +$1.39K 0.21% 44
2024
Q2 		$775K Buy
6,734
+11
+0.2% +$1.28K 0.22% 41
2024
Q1 		$782K Sell
6,723
-71
-1% -$7.43K 0.22% 41
2023
Q4 		$679K Buy
6,794
+13
+0.2% +$1.37K 0.21% 42
2023
Q3 		$797K Buy
6,781
+92
+1% +$10.1K 0.27% 38
2023
Q2 		$717K Buy
6,689
+10
+0.1% +$1.09K 0.24% 40
2023
Q1 		$732K Buy
6,679
+11
+0.2% +$1.22K 0.24% 41
2022
Q4 		$736K Sell
6,668
-2,204
-25% -$236K 0.25% 41
2022
Q3 		$775K Buy
8,872
+11
+0.1% +$1K 0.29% 39
2022
Q2 		$759K Buy
8,861
+27
+0.3% +$2.44K 0.28% 38
2022
Q1 		$730K Buy
8,834
+11
+0.1% +$855 0.23% 38
2021
Q4 		$540K Sell
8,823
-47,078
-84% -$2.94M 0.16% 43
2021
Q3 		$3.29M Buy
55,901
+5,583
+11% +$318K 0.47% 59
2021
Q2 		$3.17M Sell
50,318
-1,754
-3% -$105K 0.45% 62
2021
Q1 		$2.91M Sell
52,072
-1,480
-3% -$77.6K 0.44% 62
2020
Q4 		$2.21M Sell
53,552
-2,479
-4% -$92.9K 0.36% 67
2020
Q3 		$1.92M Sell
56,031
-5,418
-9% -$221K 0.35% 69
2020
Q2 		$2.75M Sell
61,449
-1,347
-2% -$60.4K 0.55% 56
2020
Q1 		$2.38M Buy
62,796
+452
+0.7% +$25K 0.58% 59
2019
Q4 		$4.35M Sell
62,344
-1,853
-3% -$128K 0.79% 43
2019
Q3 		$4.53M Sell
64,197
-797
-1% -$57.6K 0.89% 38
2019
Q2 		$4.98M Sell
64,994
-700
-1% -$54.2K 1% 35
2019
Q1 		$5.31M Sell
65,694
-218
-0.3% -$16.6K 1.1% 29
2018
Q4 		$4.5M Sell
65,912
-1,320
-2% -$104K 1.04% 30
2018
Q3 		$5.72M Sell
67,232
-2,724
-4% -$223K 1.17% 26
2018
Q2 		$5.79M Sell
69,956
-900
-1% -$71.7K 1.18% 24
2018
Q1 		$5.29M Sell
70,856
-422
-0.6% -$33.7K 1.13% 25
2017
Q4 		$5.96M Sell
71,278
-800
-1% -$66.2K 1.24% 22
2017
Q3 		$5.91M Sell
72,078
-438
-0.6% -$34.8K 1.3% 22
2017
Q2 		$5.85M Sell
72,516
-303
-0.4% -$24.8K 1.32% 20
2017
Q1 		$5.97M Buy
72,819
+346
+0.5% +$28.9K 1.43% 18
2016
Q4 		$6.54M Sell
72,473
-547
-0.7% -$47.8K 1.75% 13
2016
Q3 		$6.37M Buy
73,020
+1,700
+2% +$151K 1.73% 14
2016
Q2 		$6.69M Buy
+71,320
New +$6.31M 1.86% 11
2014
Q1 		$5.91M Buy
+70,720
New +$6.74M 1.62% 15

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Whitegate Investment Counselors's XOM Position: Q1 2026 in Review

Whitegate Investment Counselors reduced its ExxonMobil (XOM) stake by 4.8% in Q1 2026, selling an estimated $15.3K and leaving 2,100 shares worth $356K. The position accounts for 0.11% of the portfolio, ranked #52.

Whitegate Investment Counselors first reported a position in XOM in Q1 2014 and has held it in 41 quarters since. The position peaked at $6.69M in Q2 2016. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Whitegate Investment Counselors held 2,100 shares of ExxonMobil worth $356K as of Q1 2026.
  • Whitegate Investment Counselors sold 105 ExxonMobil shares in Q1 2026, an estimated $15.3K.
  • ExxonMobil made up 0.11% of Whitegate Investment Counselors's portfolio in Q1 2026, its #52 holding.
  • Whitegate Investment Counselors first reported a position in ExxonMobil in Q1 2014 and has held it in 41 quarters since.
  • Whitegate Investment Counselors's ExxonMobil position peaked at $6.69M in Q2 2016.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.