Aspect Partners’s ExxonMobil XOM Stock Holding History

Aspect 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	$499K	Hold	3,648	–	–	0.19%	44
2026 Q1	$619K	Hold	3,648	–	–	0.25%	40
2025 Q4	$439K	Buy	3,648 +40	+1%	+$4.64K	0.19%	52
2025 Q3	$407K	Sell	3,608 -91	-2%	-$10.1K	0.18%	52
2025 Q2	$399K	Buy	3,699 +84	+2%	+$8.98K	0.2%	50
2025 Q1	$430K	Buy	3,615 +14	+0.4%	+$1.55K	0.25%	44
2024 Q4	$387K	Buy	3,601 +766	+27%	+$89.6K	0.22%	47
2024 Q3	$332K	Hold	2,835	–	–	0.19%	50
2024 Q2	$326K	Buy	2,835 +31	+1%	+$3.61K	0.19%	55
2024 Q1	$326K	Hold	2,804	–	–	0.26%	52
2023 Q4	$280K	Buy	+2,804	New	+$295K	0.18%	55

Other funds holding XOM

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Aspect Partners's XOM Position: Q2 2026 in Review

Aspect Partners held its ExxonMobil (XOM) position steady in Q2 2026 at 3,648 shares worth $499K. The position accounts for 0.19% of the portfolio, ranked #44.

Aspect Partners first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $619K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Aspect Partners held 3,648 shares of ExxonMobil worth $499K as of Q2 2026.
Aspect Partners left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.19% of Aspect Partners's portfolio in Q2 2026, its #44 holding.
Aspect Partners first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's ExxonMobil position peaked at $619K in Q1 2026.
1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.