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Aufman Associates’s ExxonMobil XOM Stock Holding History

Aufman Associates’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 		$1.03M Sell
7,558
-1,090
-13% -$163K 0.41% 18
2026
Q1 		$1.47M Sell
8,648
-387
-4% -$56.5K 0.72% 14
2025
Q4 		$1.09M Buy
9,035
+2
+0% +$232 0.56% 17
2025
Q3 		$1.02M Sell
9,033
-205
-2% -$22.8K 0.57% 16
2025
Q2 		$996K Buy
9,238
+103
+1% +$11K 0.61% 15
2025
Q1 		$1.09M Buy
9,135
+2
+0% +$221 0.75% 16
2024
Q4 		$982K Sell
9,133
-126
-1% -$14.7K 0.66% 16
2024
Q3 		$1.09M Buy
9,259
+1,968
+27% +$227K 0.7% 16
2024
Q2 		$839K Sell
7,291
-10
-0.1% -$1.17K 0.6% 15
2024
Q1 		$849K Sell
7,301
-239
-3% -$25K 0.6% 15
2023
Q4 		$754K Sell
7,540
-235
-3% -$24.7K 0.57% 15
2023
Q3 		$914K Buy
7,775
+1
+0% +$110 0.77% 14
2023
Q2 		$834K Sell
7,774
-508
-6% -$55.4K 0.69% 14
2023
Q1 		$908K Sell
8,282
-5,015
-38% -$555K 0.77% 13
2022
Q4 		$1.47M Sell
13,297
-12
-0.1% -$1.29K 1.36% 10
2022
Q3 		$1.16M Sell
13,309
-1,019
-7% -$93K 1.22% 10
2022
Q2 		$1.23M Sell
14,328
-2,872
-17% -$259K 1.17% 10
2022
Q1 		$1.42M Sell
17,200
-2,519
-13% -$196K 1.12% 10
2021
Q4 		$1.21M Sell
19,719
-396
-2% -$24.8K 0.89% 12
2021
Q3 		$1.18M Sell
20,115
-1,236
-6% -$70.4K 0.97% 11
2021
Q2 		$1.35M Sell
21,351
-1,881
-8% -$112K 1.04% 12
2021
Q1 		$1.3M Sell
23,232
-3,996
-15% -$210K 1.08% 12
2020
Q4 		$1.12M Buy
27,228
+2
+0% +$75 1.01% 11
2020
Q3 		$935K Sell
27,226
-1,600
-6% -$65.4K 1.01% 14
2020
Q2 		$1.29M Sell
28,826
-150
-0.5% -$6.73K 1.46% 11
2020
Q1 		$1.1M Buy
28,976
+1,121
+4% +$61.9K 1.52% 11
2019
Q4 		$1.94M Buy
+27,855
New +$1.93M 2% 8

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aufman Associates's XOM Position: Q2 2026 in Review

Aufman Associates reduced its ExxonMobil (XOM) stake by 13% in Q2 2026, selling an estimated $163K and leaving 7,558 shares worth $1.03M. The position accounts for 0.41% of the portfolio, ranked #18.

Aufman Associates first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.94M in Q4 2019. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Aufman Associates held 7,558 shares of ExxonMobil worth $1.03M as of Q2 2026.
  • Aufman Associates sold 1,090 ExxonMobil shares in Q2 2026, an estimated $163K.
  • ExxonMobil made up 0.41% of Aufman Associates's portfolio in Q2 2026, its #18 holding.
  • Aufman Associates first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Aufman Associates's ExxonMobil position peaked at $1.94M in Q4 2019.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.