Wimmer Associates 1’s ExxonMobil XOM Stock Holding History

Wimmer Associates 1’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	$1.68M	Buy	9,927 +263	+3%	+$38.4K	0.82%	31
2025 Q4	$1.16M	Sell	9,664 -75	-0.8%	-$8.7K	0.54%	46
2025 Q3	$1.1M	Sell	9,739 -75	-0.8%	-$8.34K	0.53%	47
2025 Q2	$1.06M	Sell	9,814 -40	-0.4%	-$4.28K	0.54%	49
2025 Q1	$1.08M	Sell	9,854 -827	-8%	-$91.5K	0.57%	44
2024 Q4	$1.15M	Buy	10,681 +220	+2%	+$25.7K	0.57%	45
2024 Q3	$1.23M	Buy	10,461 +1,010	+11%	+$117K	0.6%	41
2024 Q2	$1.09M	Buy	9,451 +96	+1%	+$11.2K	0.56%	45
2024 Q1	$1.09M	Sell	9,355 -65	-0.7%	-$6.8K	0.57%	45
2023 Q4	$942K	Buy	9,420 +90	+1%	+$9.46K	0.53%	47
2023 Q3	$1.1M	Buy	9,330 +680	+8%	+$74.6K	0.68%	38
2023 Q2	$928K	Sell	8,650 -47	-0.5%	-$5.13K	0.56%	47
2023 Q1	$914K	Sell	8,697 -384	-4%	-$42.5K	0.58%	46
2022 Q4	$1M	Buy	9,081 +56	+0.6%	+$6K	0.66%	45
2022 Q3	$1M	Sell	9,025 -140	-2%	-$12.8K	0.66%	43
2022 Q2	$785K	Sell	9,165 -502	-5%	-$45.3K	0.51%	51
2022 Q1	$798K	Sell	9,667 -3	-0%	-$233	0.44%	53
2021 Q4	$592K	Hold	9,670	–	–	0.32%	70
2021 Q3	$569K	Sell	9,670 -195	-2%	-$11.1K	0.34%	71
2021 Q2	$622K	Buy	9,865 +1,613	+20%	+$96.3K	0.36%	65
2021 Q1	$461K	Sell	8,252 -3,851	-32%	-$202K	0.25%	79
2020 Q4	$499K	Buy	12,103 +42	+0.3%	+$1.57K	0.3%	69
2020 Q3	$414K	Sell	12,061 -235	-2%	-$9.61K	0.28%	72
2020 Q2	$547K	Sell	12,296 -4,103	-25%	-$184K	0.43%	54
2020 Q1	$623K	Buy	16,399 +459	+3%	+$25.3K	0.58%	49
2019 Q4	$1.11M	Sell	15,940 -1,014	-6%	-$70.1K	0.89%	37
2019 Q3	$1.2M	Sell	16,954 -862	-5%	-$62.3K	1.04%	35
2019 Q2	$1.36M	Buy	17,816 +108	+0.6%	+$8.36K	1.19%	31
2019 Q1	$1.43M	Sell	17,708 -323	-2%	-$24.6K	1.27%	30
2018 Q4	$1.23M	Sell	18,031 -3,180	-15%	-$249K	1.22%	31
2018 Q3	$1.8M	Buy	21,211 +63	+0.3%	+$5.15K	1.5%	25
2018 Q2	$1.75M	Sell	21,148 -243	-1%	-$19.4K	1.56%	22
2018 Q1	$1.6M	Sell	21,391 -78	-0.4%	-$6.24K	1.41%	28
2017 Q4	$1.8M	Sell	21,469 -813	-4%	-$67.2K	1.62%	23
2017 Q3	$1.83M	Sell	22,282 -1,734	-7%	-$138K	1.68%	21
2017 Q2	$1.94M	Sell	24,016 -2,686	-10%	-$220K	1.79%	16
2017 Q1	$2.19M	Sell	26,702 -1,458	-5%	-$122K	2.05%	12
2016 Q4	$2.54M	Buy	28,160 +517	+2%	+$45.2K	2.36%	5
2016 Q3	$2.41M	Sell	27,643 -149	-0.5%	-$13.2K	2.17%	10
2016 Q2	$2.6M	Sell	27,792 -170	-0.6%	-$15K	2.32%	8
2016 Q1	$2.34M	Buy	27,962 +4,636	+20%	+$371K	2.14%	11
2015 Q4	$1.82M	Buy	+23,326	New	+$1.86M	1.91%	14

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

Wimmer Associates 1's XOM Position: Q1 2026 in Review

Wimmer Associates 1 increased its ExxonMobil (XOM) stake by 2.7% in Q1 2026, buying an estimated $38.4K and bringing the position to 9,927 shares worth $1.68M. The position accounts for 0.82% of the portfolio, ranked #31.

Wimmer Associates 1 first reported a position in XOM in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.6M in Q2 2016. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Wimmer Associates 1 held 9,927 shares of ExxonMobil worth $1.68M as of Q1 2026.
Wimmer Associates 1 bought 263 ExxonMobil shares in Q1 2026, an estimated $38.4K.
ExxonMobil made up 0.82% of Wimmer Associates 1's portfolio in Q1 2026, its #31 holding.
Wimmer Associates 1 first reported a position in ExxonMobil in Q4 2015 and has held it in 42 quarters since.
Wimmer Associates 1's ExxonMobil position peaked at $2.6M in Q2 2016.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.