Athena Investment Management’s ExxonMobil XOM Stock Holding History

Athena 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	$1.36M	Sell	9,979 -2,219	-18%	-$332K	0.81%	32
2026 Q1	$2.07M	Sell	12,198 -22	-0.2%	-$3.21K	1.07%	18
2025 Q4	$1.47M	Sell	12,220 -6	-0%	-$696	0.75%	30
2025 Q3	$1.38M	Sell	12,226 -132	-1%	-$14.7K	0.72%	30
2025 Q2	$1.33M	Buy	12,358 +20	+0.2%	+$2.14K	0.74%	26
2025 Q1	$1.47M	Sell	12,338 -30	-0.2%	-$3.32K	0.89%	20
2024 Q4	$1.33M	Sell	12,368 -5	-0%	-$585	0.77%	24
2024 Q3	$1.45M	Sell	12,373 -6	-0%	-$693	0.83%	23
2024 Q2	$1.43M	Buy	12,379 +503	+4%	+$58.6K	0.86%	22
2024 Q1	$1.38M	Sell	11,876 -14	-0.1%	-$1.47K	0.83%	23
2023 Q4	$1.19M	Sell	11,890 -3	-0%	-$315	0.77%	30
2023 Q3	$1.4M	Sell	11,893 -277	-2%	-$30.4K	1%	19
2023 Q2	$1.31M	Sell	12,170 -42	-0.3%	-$4.58K	0.9%	24
2023 Q1	$1.34M	Sell	12,212 -282	-2%	-$31.2K	0.96%	21
2022 Q4	$1.38M	Sell	12,494 -367	-3%	-$39.3K	1.01%	20
2022 Q3	$1.12M	Sell	12,861 -20	-0.2%	-$1.83K	0.94%	24
2022 Q2	$1.1M	Sell	12,881 -46	-0.4%	-$4.15K	0.87%	29
2022 Q1	$1.07M	Buy	+12,927	New	+$1M	0.83%	31

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Athena Investment Management reduced its ExxonMobil (XOM) stake by 18% in Q2 2026, selling an estimated $332K and leaving 9,979 shares worth $1.36M. The position accounts for 0.81% of the portfolio, ranked #32.

Athena Investment Management first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.07M in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Athena Investment Management held 9,979 shares of ExxonMobil worth $1.36M as of Q2 2026.
Athena Investment Management sold 2,219 ExxonMobil shares in Q2 2026, an estimated $332K.
ExxonMobil made up 0.81% of Athena Investment Management's portfolio in Q2 2026, its #32 holding.
Athena Investment Management first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
Athena Investment Management's ExxonMobil position peaked at $2.07M in Q1 2026.
4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.