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Appleton Partners’s ExxonMobil XOM Stock Holding History

Appleton 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 		$3.94M Sell
28,815
-1,403
-5% -$210K 0.24% 89
2026
Q1 		$5.13M Sell
30,218
-1,326
-4% -$194K 0.36% 74
2025
Q4 		$3.8M Buy
31,544
+159
+0.5% +$18.4K 0.25% 83
2025
Q3 		$3.54M Buy
31,385
+51
+0.2% +$5.67K 0.24% 87
2025
Q2 		$3.38M Sell
31,334
-1,544
-5% -$165K 0.24% 90
2025
Q1 		$3.91M Buy
32,878
+1,067
+3% +$118K 0.3% 80
2024
Q4 		$3.42M Sell
31,811
-2,183
-6% -$255K 0.25% 87
2024
Q3 		$3.98M Sell
33,994
-5,482
-14% -$633K 0.29% 85
2024
Q2 		$4.54M Sell
39,476
-3,556
-8% -$414K 0.35% 78
2024
Q1 		$5M Sell
43,032
-1,973
-4% -$206K 0.39% 77
2023
Q4 		$4.5M Sell
45,005
-1,713
-4% -$180K 0.36% 78
2023
Q3 		$5.49M Sell
46,718
-1,809
-4% -$198K 0.49% 65
2023
Q2 		$5.21M Sell
48,527
-2,437
-5% -$266K 0.44% 65
2023
Q1 		$5.59M Buy
50,964
+3,220
+7% +$356K 0.5% 58
2022
Q4 		$5.27M Sell
47,744
-2,562
-5% -$275K 0.5% 60
2022
Q3 		$4.39M Buy
50,306
+154
+0.3% +$14.1K 0.44% 67
2022
Q2 		$4.29M Buy
50,152
+3,794
+8% +$342K 0.41% 67
2022
Q1 		$3.83M Sell
46,358
-313
-0.7% -$24.3K 0.31% 85
2021
Q4 		$2.86M Sell
46,671
-1,778
-4% -$111K 0.22% 97
2021
Q3 		$2.85M Sell
48,449
-1,908
-4% -$109K 0.24% 99
2021
Q2 		$3.18M Buy
50,357
+1,228
+2% +$73.3K 0.27% 93
2021
Q1 		$2.74M Sell
49,129
-1,281
-3% -$67.2K 0.26% 95
2020
Q4 		$2.08M Sell
50,410
-2,164
-4% -$81.1K 0.2% 102
2020
Q3 		$1.8M Sell
52,574
-1,888
-3% -$77.2K 0.2% 103
2020
Q2 		$2.44M Sell
54,462
-1,756
-3% -$78.8K 0.29% 83
2020
Q1 		$2.13M Sell
56,218
-3,112
-5% -$172K 0.3% 82
2019
Q4 		$4.14M Sell
59,330
-3,298
-5% -$228K 0.45% 57
2019
Q3 		$4.42M Sell
62,628
-595
-0.9% -$43K 0.53% 49
2019
Q2 		$4.84M Sell
63,223
-664
-1% -$51.4K 0.6% 44
2019
Q1 		$5.16M Buy
63,887
+1,309
+2% +$99.8K 0.68% 42
2018
Q4 		$4.27M Sell
62,578
-1,298
-2% -$102K 0.64% 47
2018
Q3 		$5.43M Sell
63,876
-1,824
-3% -$149K 0.72% 42
2018
Q2 		$5.43M Sell
65,700
-564
-0.9% -$44.9K 0.78% 41
2018
Q1 		$4.94M Sell
66,264
-967
-1% -$77.3K 0.75% 43
2017
Q4 		$5.62M Sell
67,231
-576
-0.8% -$47.6K 0.87% 33
2017
Q3 		$5.56M Buy
67,807
+301
+0.4% +$23.9K 0.94% 30
2017
Q2 		$5.45M Sell
67,506
-985
-1% -$80.6K 0.92% 32
2017
Q1 		$5.62M Sell
68,491
-2,595
-4% -$217K 1.03% 28
2016
Q4 		$6.42M Sell
71,086
-1,327
-2% -$116K 1.3% 22
2016
Q3 		$6.32M Sell
72,413
-1,601
-2% -$142K 1.19% 28
2016
Q2 		$6.94M Buy
74,014
+2,417
+3% +$214K 1.42% 23
2016
Q1 		$5.99M Sell
71,597
-9,202
-11% -$737K 1.18% 30
2015
Q4 		$6.3M Buy
80,799
+5,743
+8% +$459K 1.24% 29
2015
Q3 		$5.58M Buy
75,056
+2,128
+3% +$164K 1.27% 27
2015
Q2 		$6.07M Buy
72,928
+357
+0.5% +$30.7K 1.36% 26
2015
Q1 		$6.17M Sell
72,571
-2,260
-3% -$200K 1.39% 27
2014
Q4 		$6.92M Sell
74,831
-747
-1% -$69.7K 1.58% 22
2014
Q3 		$7.11M Buy
75,578
+1,022
+1% +$102K 1.66% 16
2014
Q2 		$7.51M Sell
74,556
-1,737
-2% -$175K 1.76% 14
2014
Q1 		$7.45M Sell
76,293
-2,989
-4% -$285K 1.76% 14
2013
Q4 		$8.02M Sell
79,282
-4,749
-6% -$439K 1.92% 12
2013
Q3 		$7.23M Sell
84,031
-37,531
-31% -$3.38M 1.94% 13
2013
Q2 		$11M Buy
+121,562
New +$10.9M 3.17% 3

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Appleton Partners's XOM Position: Q2 2026 in Review

Appleton Partners reduced its ExxonMobil (XOM) stake by 4.6% in Q2 2026, selling an estimated $210K and leaving 28,815 shares worth $3.94M. The position accounts for 0.24% of the portfolio, ranked #89.

Appleton Partners first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $11M in Q2 2013. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Appleton Partners held 28,815 shares of ExxonMobil worth $3.94M as of Q2 2026.
  • Appleton Partners sold 1,403 ExxonMobil shares in Q2 2026, an estimated $210K.
  • ExxonMobil made up 0.24% of Appleton Partners's portfolio in Q2 2026, its #89 holding.
  • Appleton Partners first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Appleton Partners's ExxonMobil position peaked at $11M in Q2 2013.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.