William Mack & Associates’s ExxonMobil XOM Stock Holding History

William Mack & Associates’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 Q2	–	Sell	-2,446	Closed	-$415K	–	110
2026 Q1	$415K	Sell	2,446 -1,276	-34%	-$186K	0.24%	44
2025 Q4	$448K	Buy	3,722 +94	+3%	+$10.9K	0.21%	45
2025 Q3	$409K	Buy	3,628 +6	+0.2%	+$667	0.22%	49
2025 Q2	$390K	Buy	3,622 +7	+0.2%	+$748	0.25%	47
2025 Q1	$430K	Buy	3,615 +130	+4%	+$14.4K	0.37%	40
2024 Q4	$375K	Buy	+3,485	New	+$408K	0.39%	38

Other funds holding XOM

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return