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Aspen Investment Management’s ExxonMobil XOM Stock Holding History

Aspen 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 		$2.06M Sell
15,031
-44
-0.3% -$6.58K 0.55% 55
2026
Q1 		$2.56M Sell
15,075
-954
-6% -$139K 0.78% 34
2025
Q4 		$1.93M Buy
16,029
+920
+6% +$107K 0.58% 52
2025
Q3 		$1.7M Buy
15,109
+361
+2% +$40.1K 0.66% 47
2025
Q2 		$1.59M Sell
14,748
-6
-0% -$641 0.67% 47
2025
Q1 		$1.75M Buy
14,754
+822
+6% +$90.9K 0.81% 34
2024
Q4 		$1.5M Sell
13,932
-150
-1% -$17.5K 0.7% 44
2024
Q3 		$1.65M Sell
14,082
-118
-0.8% -$13.6K 0.77% 38
2024
Q2 		$1.64M Buy
14,200
+2
+0% +$233 0.82% 37
2024
Q1 		$1.65M Sell
14,198
-68
-0.5% -$7.12K 0.84% 33
2023
Q4 		$1.43M Buy
14,266
+1
+0% +$105 0.8% 41
2023
Q3 		$1.68M Sell
14,265
-89
-0.6% -$9.76K 1.02% 25
2023
Q2 		$1.54M Sell
14,354
-158
-1% -$17.2K 0.91% 29
2023
Q1 		$1.59M Sell
14,512
-22
-0.2% -$2.43K 1.02% 26
2022
Q4 		$1.6M Sell
14,534
-1,355
-9% -$145K 1.05% 27
2022
Q3 		$1.39M Sell
15,889
-24
-0.2% -$2.19K 0.93% 31
2022
Q2 		$1.36M Buy
15,913
+9
+0.1% +$812 0.85% 31
2022
Q1 		$1.31M Buy
15,904
+278
+2% +$21.6K 0.69% 49
2021
Q4 		$956K Sell
15,626
-98
-0.6% -$6.13K 0.47% 71
2021
Q3 		$925K Sell
15,724
-1,644
-9% -$93.7K 0.49% 71
2021
Q2 		$1.1M Buy
17,368
+270
+2% +$16.1K 0.57% 64
2021
Q1 		$955K Buy
17,098
+2,481
+17% +$130K 0.53% 67
2020
Q4 		$603K Sell
14,617
-2,922
-17% -$110K 0.36% 84
2020
Q3 		$602K Buy
17,539
+2,901
+20% +$119K 0.4% 74
2020
Q2 		$655K Sell
14,638
-64
-0.4% -$2.87K 0.47% 70
2020
Q1 		$558K Buy
14,702
+526
+4% +$29K 0.48% 64
2019
Q4 		$989K Buy
14,176
+26
+0.2% +$1.8K 0.62% 57
2019
Q3 		$999K Sell
14,150
-25
-0.2% -$1.81K 0.67% 55
2019
Q2 		$1.09M Sell
14,175
-81
-0.6% -$6.27K 0.71% 47
2019
Q1 		$1.15M Sell
14,256
-3,275
-19% -$250K 0.8% 37
2018
Q4 		$1.2M Sell
17,531
-2,750
-14% -$216K 0.96% 30
2018
Q3 		$1.72M Sell
20,281
-368
-2% -$30.1K 1.14% 20
2018
Q2 		$1.71M Buy
20,649
+5,067
+33% +$404K 1.18% 15
2018
Q1 		$1.16M Sell
15,582
-5,445
-26% -$435K 0.83% 33
2017
Q4 		$1.76M Sell
21,027
-12,194
-37% -$1.01M 1.25% 16
2017
Q3 		$2.72M Sell
33,221
-72,165
-68% -$5.73M 2.02% 8
2017
Q2 		$8.51M Sell
105,386
-37,614
-26% -$3.08M 6.4% 2
2017
Q1 		$11.7M Buy
143,000
+127,088
+799% +$10.6M 8.68% 2
2016
Q4 		$1.44M Hold
15,912
– – 1.08% 20
2016
Q3 		$1.39M Sell
15,912
-280
-2% -$24.8K 1.1% 19
2016
Q2 		$1.52M Buy
16,192
+100
+0.6% +$8.84K 1.25% 17
2016
Q1 		$1.34M Buy
16,092
+1,150
+8% +$92.1K 1.23% 18
2015
Q4 		$1.17M Hold
14,942
– – 1.16% 20
2015
Q3 		$1.11M Sell
14,942
-1,005
-6% -$77.4K 1.08% 20
2015
Q2 		$1.33M Hold
15,947
– – 1.11% 18
2015
Q1 		$1.36M Buy
15,947
+220
+1% +$19.5K 1.08% 19
2014
Q4 		$1.45M Sell
15,727
-475
-3% -$44.3K 1.22% 21
2014
Q3 		$1.52M Sell
16,202
-8,070
-33% -$804K 1.27% 17
2014
Q2 		$2.44M Sell
24,272
-855
-3% -$86.2K 1.49% 13
2014
Q1 		$2.45M Sell
25,127
-350
-1% -$33.4K 1.57% 14
2013
Q4 		$2.58M Sell
25,477
-570
-2% -$52.7K 1.72% 13
2013
Q3 		$2.24M Sell
26,047
-232
-0.9% -$20.9K 1.59% 14
2013
Q2 		$2.37M Buy
+26,279
New +$2.36M 1.61% 11

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

Aspen Investment Management's XOM Position: Q2 2026 in Review

Aspen Investment Management reduced its ExxonMobil (XOM) stake by 0.29% in Q2 2026, selling an estimated $6.58K and leaving 15,031 shares worth $2.06M. The position accounts for 0.55% of the portfolio, ranked #55.

Aspen Investment Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.7M in Q1 2017. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Aspen Investment Management held 15,031 shares of ExxonMobil worth $2.06M as of Q2 2026.
  • Aspen Investment Management sold 44 ExxonMobil shares in Q2 2026, an estimated $6.58K.
  • ExxonMobil made up 0.55% of Aspen Investment Management's portfolio in Q2 2026, its #55 holding.
  • Aspen Investment Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Aspen Investment Management's ExxonMobil position peaked at $11.7M in Q1 2017.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.