APIM
XOM icon

Agate Pass Investment Management’s ExxonMobil XOM Stock Holding History

Agate Pass Investment Management’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 		$2.01M Sell
14,680
-2,410
-14% -$361K 0.74% 37
2026
Q1 		$2.9M Sell
17,090
-344
-2% -$50.2K 1.14% 26
2025
Q4 		$2.1M Sell
17,434
-265
-1% -$30.7K 0.78% 40
2025
Q3 		$2M Buy
17,699
+1
+0% +$111 0.76% 40
2025
Q2 		$1.91M Hold
17,698
– – 0.78% 44
2025
Q1 		$2.1M Sell
17,698
-837
-5% -$92.6K 0.9% 37
2024
Q4 		$1.99M Sell
18,535
-164
-0.9% -$19.2K 0.9% 36
2024
Q3 		$2.19M Buy
18,699
+75
+0.4% +$8.66K 1.09% 29
2024
Q2 		$2.14M Sell
18,624
-560
-3% -$65.2K 1.14% 29
2024
Q1 		$2.23M Sell
19,184
-200
-1% -$20.9K 1.2% 27
2023
Q4 		$1.94M Buy
19,384
+107
+0.6% +$11.2K 1.12% 30
2023
Q3 		$2.27M Sell
19,277
-750
-4% -$82.3K 1.54% 22
2023
Q2 		$2.15M Buy
20,027
+525
+3% +$57.3K 1.3% 25
2023
Q1 		$2.14M Buy
19,502
+100
+0.5% +$11.1K 1.4% 24
2022
Q4 		$2.14M Buy
19,402
+3,303
+21% +$354K 1.51% 22
2022
Q3 		$1.41M Sell
16,099
-1,075
-6% -$98.1K 1.07% 30
2022
Q2 		$1.47M Buy
17,174
+238
+1% +$21.5K 1.04% 32
2022
Q1 		$1.4M Buy
16,936
+410
+2% +$31.9K 0.87% 38
2021
Q4 		$1.01M Buy
+16,526
New +$1.03M 0.63% 47

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Agate Pass Investment Management's XOM Position: Q2 2026 in Review

Agate Pass Investment Management reduced its ExxonMobil (XOM) stake by 14% in Q2 2026, selling an estimated $361K and leaving 14,680 shares worth $2.01M. The position accounts for 0.74% of the portfolio, ranked #37.

Agate Pass Investment Management first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.9M in Q1 2026. 1,299 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Agate Pass Investment Management held 14,680 shares of ExxonMobil worth $2.01M as of Q2 2026.
  • Agate Pass Investment Management sold 2,410 ExxonMobil shares in Q2 2026, an estimated $361K.
  • ExxonMobil made up 0.74% of Agate Pass Investment Management's portfolio in Q2 2026, its #37 holding.
  • Agate Pass Investment Management first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Agate Pass Investment Management's ExxonMobil position peaked at $2.9M in Q1 2026.
  • 1,299 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.