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Baldwin Investment Management’s ExxonMobil XOM Stock Holding History

Baldwin 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 		$9.25M Buy
67,677
+12,458
+23% +$1.86M 0.9% 15
2026
Q1 		$9.37M Sell
55,219
-1,092
-2% -$159K 1.09% 11
2025
Q4 		$6.78M Sell
56,311
-562
-1% -$65.2K 0.77% 16
2025
Q3 		$6.41M Buy
56,873
+573
+1% +$63.7K 0.73% 16
2025
Q2 		$6.07M Buy
56,300
+652
+1% +$69.7K 0.73% 14
2025
Q1 		$6.62M Buy
55,648
+5,916
+12% +$654K 0.8% 14
2024
Q4 		$5.35M Sell
49,732
-578
-1% -$67.6K 0.7% 15
2024
Q3 		$5.9M Buy
50,310
+452
+0.9% +$52.2K 0.74% 14
2024
Q2 		$5.74M Buy
49,858
+22,112
+80% +$2.58M 0.79% 15
2024
Q1 		$3.23M Buy
27,746
+2,110
+8% +$221K 0.44% 35
2023
Q4 		$2.56M Buy
25,636
+910
+4% +$95.6K 0.4% 37
2023
Q3 		$2.91M Buy
24,726
+445
+2% +$48.8K 0.49% 31
2023
Q2 		$2.6M Sell
24,281
-4,949
-17% -$540K 0.43% 38
2023
Q1 		$3.21M Buy
29,230
+535
+2% +$59.2K 0.57% 29
2022
Q4 		$3.17M Buy
28,695
+4,875
+20% +$522K 0.57% 25
2022
Q3 		$2.08K Sell
23,820
-3,403
-13% -$311K 0.42% 39
2022
Q2 		$2.33K Buy
27,223
+623
+2% +$56.2K 0.44% 36
2022
Q1 		$2.2K Sell
26,600
-540
-2% -$42K 0.33% 47
2021
Q4 		$1.66K Hold
27,140
– – 0.26% 71
2021
Q3 		$1.6M Buy
27,140
+186
+0.7% +$10.6K 0.28% 65
2021
Q2 		$1.7M Sell
26,954
-1,441
-5% -$86K 0.29% 63
2021
Q1 		$1.58M Sell
28,395
-1,324
-4% -$69.4K 0.29% 65
2020
Q4 		$1.23M Sell
29,719
-1,544
-5% -$57.9K 0.24% 75
2020
Q3 		$1.07M Buy
31,263
+7,773
+33% +$318K 0.25% 69
2020
Q2 		$1.05M Sell
23,490
-200
-0.8% -$8.97K 0.33% 49
2020
Q1 		$900K Sell
23,690
-600
-2% -$33.1K 0.31% 51
2019
Q4 		$1.7M Sell
24,290
-713
-3% -$49.3K 0.45% 32
2019
Q3 		$1.76M Sell
25,003
-349
-1% -$25.2K 0.51% 27
2019
Q2 		$1.94M Sell
25,352
-12
-0% -$929 0.56% 22
2019
Q1 		$2.05M Hold
25,364
– – 0.62% 19
2018
Q4 		$1.73M Buy
25,364
+150
+0.6% +$11.8K 0.55% 21
2018
Q3 		$2.14M Sell
25,214
-1,500
-6% -$123K 0.61% 16
2018
Q2 		$2.21M Buy
26,714
+10,626
+66% +$847K 0.69% 15
2018
Q1 		$1.2M Hold
16,088
– – 0.43% 34
2017
Q4 		$1.35M Hold
16,088
– – 0.48% 28
2017
Q3 		$1.32M Hold
16,088
– – 0.5% 29
2017
Q2 		$1.3M Sell
16,088
-1,100
-6% -$90K 0.52% 25
2017
Q1 		$1.41M Hold
17,188
– – 0.55% 21
2016
Q4 		$1.55M Sell
17,188
-371
-2% -$32.4K 0.62% 19
2016
Q3 		$1.53M Hold
17,559
– – 0.66% 17
2016
Q2 		$1.65M Sell
17,559
-235
-1% -$20.8K 0.71% 15
2016
Q1 		$1.49M Buy
17,794
+400
+2% +$32K 0.64% 17
2015
Q4 		$1.36M Buy
17,394
+588
+3% +$47K 0.61% 20
2015
Q3 		$1.25M Hold
16,806
– – 0.55% 22
2015
Q2 		$1.4M Sell
16,806
-240
-1% -$20.6K 0.58% 22
2015
Q1 		$1.45M Buy
17,046
+150
+0.9% +$13.3K 0.57% 22
2014
Q4 		$1.56M Buy
16,896
+300
+2% +$28K 0.61% 18
2014
Q3 		$1.56M Buy
16,596
+725
+5% +$72.2K 0.64% 11
2014
Q2 		$1.6M Sell
15,871
-825
-5% -$83.2K 0.69% 10
2014
Q1 		$1.63M Sell
16,696
-50
-0.3% -$4.77K 0.72% 9
2013
Q4 		$1.7M Sell
16,746
-50
-0.3% -$4.62K 0.76% 10
2013
Q3 		$1.45M Sell
16,796
-725
-4% -$65.4K 0.7% 14
2013
Q2 		$1.58M Buy
+17,521
New +$1.58M 0.78% 5

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Baldwin Investment Management increased its ExxonMobil (XOM) stake by 23% in Q2 2026, buying an estimated $1.86M and bringing the position to 67,677 shares worth $9.25M. The position accounts for 0.9% of the portfolio, ranked #15.

Baldwin Investment Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.37M in Q1 2026. 2,062 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Baldwin Investment Management held 67,677 shares of ExxonMobil worth $9.25M as of Q2 2026.
  • Baldwin Investment Management bought 12,458 ExxonMobil shares in Q2 2026, an estimated $1.86M.
  • ExxonMobil made up 0.9% of Baldwin Investment Management's portfolio in Q2 2026, its #15 holding.
  • Baldwin Investment Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Baldwin Investment Management's ExxonMobil position peaked at $9.37M in Q1 2026.
  • 2,062 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.