Wills Financial Group’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.67M Sell
11,043
-251
-2% -$36.6K 0.63% 41
2025
Q4
$1.36M Buy
11,294
+322
+3% +$37.3K 0.52% 42
2025
Q3
$1.24M Sell
10,972
-122
-1% -$13.6K 0.51% 36
2025
Q2
$1.2M Buy
11,094
+584
+6% +$62.4K 0.52% 37
2025
Q1
$1.25M Buy
10,510
+3,093
+42% +$342K 0.55% 36
2024
Q4
$798K Buy
7,417
+4
+0.1% +$468 0.34% 42
2024
Q3
$869K Buy
7,413
+4
+0.1% +$462 0.36% 41
2024
Q2
$853K Sell
7,409
-161
-2% -$18.8K 0.39% 39
2024
Q1
$880K Buy
7,570
+4
+0.1% +$419 0.41% 37
2023
Q4
$756K Sell
7,566
-1,856
-20% -$195K 0.38% 38
2023
Q3
$1.11M Sell
9,422
-1,162
-11% -$127K 0.6% 39
2023
Q2
$1.14M Sell
10,584
-5
-0% -$546 0.58% 36
2023
Q1
$1.16M Buy
10,589
+4
+0% +$442 0.63% 35
2022
Q4
$1.17M Buy
10,585
+350
+3% +$37.5K 0.65% 33
2022
Q3
$894K Sell
10,235
-245
-2% -$22.4K 0.5% 36
2022
Q2
$898K Sell
10,480
-1,571
-13% -$142K 0.44% 41
2022
Q1
$995K Buy
12,051
+566
+5% +$44K 0.42% 42
2021
Q4
$702K Buy
11,485
+1,707
+17% +$107K 0.28% 51
2021
Q3
$575K Sell
9,778
-5,155
-35% -$294K 0.26% 48
2021
Q2
$942K Buy
14,933
+4,659
+45% +$278K 0.41% 43
2021
Q1
$573K Sell
10,274
-2,227
-18% -$117K 0.28% 45
2020
Q4
$515K Sell
12,501
-230
-2% -$8.62K 0.26% 44
2020
Q3
$437K Sell
12,731
-12,781
-50% -$522K 0.25% 44
2020
Q2
$1.14M Buy
25,512
+2,885
+13% +$129K 0.71% 35
2020
Q1
$859K Sell
22,627
-9,407
-29% -$519K 0.61% 38
2019
Q4
$2.23M Sell
32,034
-6,933
-18% -$479K 1.28% 29
2019
Q3
$2.75M Sell
38,967
-2,856
-7% -$207K 1.76% 21
2019
Q2
$3.21M Sell
41,823
-1,582
-4% -$122K 2.09% 18
2019
Q1
$3.51M Sell
43,405
-4,454
-9% -$340K 2.38% 15
2018
Q4
$3.26M Sell
47,859
-3,228
-6% -$253K 2.51% 13
2018
Q3
$4.34M Sell
51,087
-458
-0.9% -$37.4K 2.87% 10
2018
Q2
$4.26M Sell
51,545
-616
-1% -$49.1K 3.09% 10
2018
Q1
$3.89M Sell
52,161
-6,196
-11% -$495K 2.88% 10
2017
Q4
$4.88M Sell
58,357
-8,258
-12% -$683K 3.4% 7
2017
Q3
$5.46M Sell
66,615
-5,403
-8% -$429K 4.01% 6
2017
Q2
$5.81M Sell
72,018
-3,128
-4% -$256K 4.31% 5
2017
Q1
$6.16M Sell
75,146
-3,460
-4% -$289K 4.72% 3
2016
Q4
$7.09M Buy
78,606
+2,306
+3% +$202K 5.77% 2
2016
Q3
$6.66M Sell
76,300
-534
-0.7% -$47.4K 5.82% 1
2016
Q2
$7.2M Buy
76,834
+72
+0.1% +$6.37K 6% 1
2016
Q1
$6.42M Sell
76,762
-2,339
-3% -$187K 5.53% 2
2015
Q4
$6.17M Sell
79,101
-1,395
-2% -$112K 5.42% 2
2015
Q3
$5.98M Sell
80,496
-7,007
-8% -$540K 5.52% 2
2015
Q2
$7.28M Sell
87,503
-6,444
-7% -$554K 6.21% 1
2015
Q1
$7.99M Sell
93,947
-2,170
-2% -$192K 6.58% 1
2014
Q4
$8.89M Buy
96,117
+387
+0.4% +$36.1K 7.21% 1
2014
Q3
$9M Buy
95,730
+3,371
+4% +$336K 7.62% 1
2014
Q2
$9.3M Buy
92,359
+2,665
+3% +$269K 7.71% 1
2014
Q1
$8.76M Buy
89,694
+1,999
+2% +$191K 8.33% 1
2013
Q4
$8.87M Buy
+87,695
New +$8.11M 9.13% 1

Other funds holding XOM

Wills Financial Group's XOM Position: Q1 2026 in Review

Wills Financial Group reduced its ExxonMobil (XOM) stake by 2.2% in Q1 2026, selling an estimated $36.6K and leaving 11,043 shares worth $1.67M. The position accounts for 0.63% of the portfolio, ranked #41.

Wills Financial Group first reported a position in XOM in Q4 2013 and has held it in 50 quarters since. The position peaked at $9.3M in Q2 2014. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Wills Financial Group held 11,043 shares of ExxonMobil worth $1.67M as of Q1 2026.
  • Wills Financial Group sold 251 ExxonMobil shares in Q1 2026, an estimated $36.6K.
  • ExxonMobil made up 0.63% of Wills Financial Group's portfolio in Q1 2026, its #41 holding.
  • Wills Financial Group first reported a position in ExxonMobil in Q4 2013 and has held it in 50 quarters since.
  • Wills Financial Group's ExxonMobil position peaked at $9.3M in Q2 2014.
  • 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.