3Chopt Investment Partners’s ExxonMobil XOM Stock Holding History

3Chopt Investment Partners’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	$3.11M	Sell	22,756 -710	-3%	-$106K	0.58%	38
2026 Q1	$3.98M	Buy	23,466 +667	+3%	+$97.3K	0.91%	22
2025 Q4	$2.74M	Sell	22,799 -1,259	-5%	-$146K	0.61%	41
2025 Q3	$2.71M	Sell	24,058 -705	-3%	-$78.4K	0.62%	37
2025 Q2	$2.67M	Buy	24,763 +4,373	+21%	+$467K	0.64%	40
2025 Q1	$2.42M	Sell	20,390 -1,316	-6%	-$146K	0.64%	41
2024 Q4	$2.33M	Buy	21,706 +8,249	+61%	+$965K	0.8%	39
2024 Q3	$1.58M	Sell	13,457 -198	-1%	-$22.9K	0.56%	54
2024 Q2	$1.57M	Buy	13,655 +1,012	+8%	+$118K	0.48%	49
2024 Q1	$1.47M	Sell	12,643 -10,754	-46%	-$1.13M	0.6%	49
2023 Q4	$2.34M	Buy	23,397 +1,113	+5%	+$117K	0.86%	32
2023 Q3	$2.62M	Buy	22,284 +11,636	+109%	+$1.28M	1.55%	17
2023 Q2	$1.14M	Sell	10,648 -10,766	-50%	-$1.17M	0.57%	51
2023 Q1	$2.35M	Buy	21,414 +1,147	+6%	+$127K	1.25%	21
2022 Q4	$2.24M	Buy	+20,267	New	+$2.17M	1.22%	26

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

3Chopt Investment Partners's XOM Position: Q2 2026 in Review

3Chopt Investment Partners reduced its ExxonMobil (XOM) stake by 3% in Q2 2026, selling an estimated $106K and leaving 22,756 shares worth $3.11M. The position accounts for 0.58% of the portfolio, ranked #38.

3Chopt Investment Partners first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.98M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

3Chopt Investment Partners held 22,756 shares of ExxonMobil worth $3.11M as of Q2 2026.
3Chopt Investment Partners sold 710 ExxonMobil shares in Q2 2026, an estimated $106K.
ExxonMobil made up 0.58% of 3Chopt Investment Partners's portfolio in Q2 2026, its #38 holding.
3Chopt Investment Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
3Chopt Investment Partners's ExxonMobil position peaked at $3.98M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.