Baker Avenue Asset Management’s ExxonMobil XOM Stock Holding History

Baker Avenue Asset 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
2023 Q4	–	Sell	-210,000	Closed	-$24.7K	–	1531
2023 Q3	$24.7K	Buy	+210,000	New	+$23M	﹤0.01%	623

Other funds holding XOM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Baker Avenue Asset Management's XOM Position: Q2 2026 in Review

Baker Avenue Asset Management increased its ExxonMobil (XOM) stake by 5.8% in Q2 2026, buying an estimated $1.91M and bringing the position to 233,560 shares worth $31.9M. The position accounts for 0.6% of the portfolio, ranked #37.

Baker Avenue Asset Management first reported a position in XOM in Q4 2014 and has held it in 47 quarters since. The position peaked at $37.5M in Q1 2026. 1,894 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Baker Avenue Asset Management held 233,560 shares of ExxonMobil worth $31.9M as of Q2 2026.
Baker Avenue Asset Management bought 12,742 ExxonMobil shares in Q2 2026, an estimated $1.91M.
ExxonMobil made up 0.6% of Baker Avenue Asset Management's portfolio in Q2 2026, its #37 holding.
Baker Avenue Asset Management first reported a position in ExxonMobil in Q4 2014 and has held it in 47 quarters since.
Baker Avenue Asset Management's ExxonMobil position peaked at $37.5M in Q1 2026.
1,894 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.