Windsor Capital Management’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$951K Sell
6,957
-688
-9% -$103K 0.25% 61
2026
Q1
$1.3M Sell
7,645
-46
-0.6% -$6.71K 0.37% 50
2025
Q4
$926K Sell
7,691
-72
-0.9% -$8.35K 0.26% 60
2025
Q3
$875K Sell
7,763
-1,082
-12% -$120K 0.24% 62
2025
Q2
$954K Sell
8,845
-325
-4% -$34.7K 0.28% 55
2025
Q1
$1.09M Sell
9,170
-581
-6% -$64.3K 0.33% 49
2024
Q4
$1.05M Sell
9,751
-447
-4% -$52.3K 0.31% 49
2024
Q3
$1.2M Sell
10,198
-257
-2% -$29.7K 0.35% 47
2024
Q2
$1.2M Buy
10,455
+22
+0.2% +$2.56K 0.37% 45
2024
Q1
$1.21M Buy
10,433
+30
+0.3% +$3.14K 0.38% 47
2023
Q4
$1.04M Sell
10,403
-57
-0.5% -$5.99K 0.34% 52
2023
Q3
$1.23M Sell
10,460
-153
-1% -$16.8K 0.43% 42
2023
Q2
$1.14M Sell
10,613
-54
-0.5% -$5.89K 0.38% 46
2023
Q1
$1.17M Sell
10,667
-158
-1% -$17.5K 0.4% 41
2022
Q4
$1.19M Sell
10,825
-750
-6% -$80.4K 0.43% 44
2022
Q3
$1.01M Sell
11,575
-281
-2% -$25.7K 0.38% 48
2022
Q2
$1.01M Sell
11,856
-138
-1% -$12.4K 0.36% 50
2022
Q1
$990K Buy
11,994
+112
+0.9% +$8.71K 0.31% 55
2021
Q4
$727K Buy
11,882
+581
+5% +$36.3K 0.22% 68
2021
Q3
$664K Sell
11,301
-754
-6% -$43K 0.21% 74
2021
Q2
$760K Buy
12,055
+46
+0.4% +$2.75K 0.25% 66
2021
Q1
$670K Sell
12,009
-646
-5% -$33.9K 0.23% 71
2020
Q4
$521K Sell
12,655
-2,863
-18% -$107K 0.19% 82
2020
Q3
$532K Sell
15,518
-2,347
-13% -$95.9K 0.22% 78
2020
Q2
$798K Sell
17,865
-5,337
-23% -$239K 0.34% 60
2020
Q1
$881K Sell
23,202
-613
-3% -$33.8K 0.45% 48
2019
Q4
$1.66M Buy
23,815
+930
+4% +$64.3K 0.7% 37
2019
Q3
$1.61M Buy
22,885
+2,156
+10% +$156K 0.72% 35
2019
Q2
$1.59M Sell
20,729
-817
-4% -$63.2K 0.73% 32
2019
Q1
$1.74M Buy
21,546
+222
+1% +$16.9K 0.82% 31
2018
Q4
$1.45M Sell
21,324
-579
-3% -$45.4K 0.75% 31
2018
Q3
$1.86M Buy
21,903
+211
+1% +$17.3K 0.84% 31
2018
Q2
$1.79M Sell
21,692
-244
-1% -$19.4K 0.84% 29
2018
Q1
$1.64M Buy
21,936
+1,355
+7% +$108K 0.77% 30
2017
Q4
$1.72M Buy
20,581
+143
+0.7% +$11.8K 0.8% 31
2017
Q3
$1.65M Hold
20,438
0.83% 28
2017
Q2
$1.65M Sell
20,438
-382
-2% -$31.3K 0.83% 28
2017
Q1
$1.71M Sell
20,820
-495
-2% -$41.4K 0.88% 28
2016
Q4
$1.92M Buy
21,315
+1,143
+6% +$99.9K 1.04% 26
2016
Q3
$1.76M Buy
20,172
+234
+1% +$20.8K 0.96% 28
2016
Q2
$1.87M Buy
19,938
+1,269
+7% +$112K 1.09% 25
2016
Q1
$1.56M Buy
18,669
+776
+4% +$62.1K 0.97% 28
2015
Q4
$1.39M Buy
17,893
+407
+2% +$32.5K 0.87% 33
2015
Q3
$1.3M Buy
17,486
+3,843
+28% +$296K 0.77% 35
2015
Q2
$1.14M Buy
13,643
+3,608
+36% +$310K 0.66% 39
2015
Q1
$853K Buy
10,035
+1,165
+13% +$103K 0.49% 47
2014
Q4
$820K Sell
8,870
-231
-3% -$21.5K 0.46% 44
2014
Q3
$856K Sell
9,101
-409
-4% -$40.7K 0.49% 42
2014
Q2
$958K Buy
9,510
+284
+3% +$28.6K 0.54% 41
2014
Q1
$901K Sell
9,226
-318
-3% -$30.3K 0.54% 41
2013
Q4
$966K Buy
9,544
+425
+5% +$39.3K 0.57% 35
2013
Q3
$785K Buy
9,119
+265
+3% +$23.9K 0.45% 42
2013
Q2
$800K Buy
+8,854
New +$797K 0.48% 43

Other funds holding XOM

Windsor Capital Management's XOM Position: Q2 2026 in Review

Windsor Capital Management reduced its ExxonMobil (XOM) stake by 9% in Q2 2026, selling an estimated $103K and leaving 6,957 shares worth $951K. The position accounts for 0.25% of the portfolio, ranked #61.

Windsor Capital Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.92M in Q4 2016. 2,186 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Windsor Capital Management held 6,957 shares of ExxonMobil worth $951K as of Q2 2026.
  • Windsor Capital Management sold 688 ExxonMobil shares in Q2 2026, an estimated $103K.
  • ExxonMobil made up 0.25% of Windsor Capital Management's portfolio in Q2 2026, its #61 holding.
  • Windsor Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Windsor Capital Management's ExxonMobil position peaked at $1.92M in Q4 2016.
  • 2,186 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.