Bank of Montreal’s ExxonMobil XOM Stock Holding History

Bank of Montreal’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 Q1	–	Sell	-6,600	Closed	-$794K	–	4053
2025 Q4	$794K	Buy	+6,600	New	+$765K	﹤0.01%	2099
2023 Q1	–	Sell	-150,600	Closed	-$17M	–	4246
2022 Q4	$17M	Buy	150,600 +75,000	+99%	+$8.04M	0.01%	751
2022 Q3	$7.23M	Hold	75,600	–	–	﹤0.01%	1151
2022 Q2	$6.92M	Buy	+75,600	New	+$6.82M	﹤0.01%	1234
2021 Q4	–	Sell	-199,700	Closed	-$12M	–	3928
2021 Q3	$12M	Sell	199,700 -300	-0.2%	-$17.1K	0.01%	1186
2021 Q2	$12.1M	Buy	+200,000	New	+$11.9M	0.01%	1168
2019 Q3	–	Sell	-16,500	Closed	-$1.26M	–	5022
2019 Q2	$1.26M	Buy	+16,500	New	+$1.28M	﹤0.01%	1959
2019 Q1	–	Sell	-100	Closed	-$7K	–	4801
2018 Q4	$7K	Buy	+100	New	+$7.85K	﹤0.01%	3995
2018 Q2	–	Sell	-15,000	Closed	-$1.12M	–	4899
2018 Q1	$1.12M	Buy	+15,000	New	+$1.2M	﹤0.01%	1871
2017 Q1	–	Sell	-101,200	Closed	-$8.84M	–	4219
2016 Q4	$8.84M	Hold	101,200	–	–	0.01%	848
2016 Q3	$8.83M	Sell	101,200 -81,700	-45%	-$7.25M	0.01%	870
2016 Q2	$17.1M	Buy	182,900 +82,900	+83%	+$7.33M	0.02%	592
2016 Q1	$8.36M	Buy	100,000 +80,000	+400%	+$6.41M	0.01%	802
2015 Q4	$1.56M	Buy	+20,000	New	+$1.6M	﹤0.01%	1514
2015 Q1	–	Sell	-160,000	Closed	-$14.8M	–	4220
2014 Q4	$14.8M	Buy	+160,000	New	+$14.9M	0.02%	605
2014 Q2	–	Sell	-23	Closed	-$2K	–	4847
2014 Q1	$2K	Sell	23 -6,677	-100%	-$636K	﹤0.01%	3918
2013 Q4	$678K	Buy	+6,700	New	+$619K	﹤0.01%	1672
2013 Q3	–	Sell	-332,600	Closed	-$30.1M	–	3965
2013 Q2	$30.1M	Buy	+332,600	New	+$29.9M	0.05%	246

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 $3.38T AUM 44.17% 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

Bank of Montreal's XOM Position: Q2 2026 in Review

Bank of Montreal increased its ExxonMobil (XOM) stake by 4.9% in Q2 2026, buying an estimated $37.5M and bringing the position to 5,337,394 shares worth $730M. The position accounts for 0.24% of the portfolio, ranked #87.

Bank of Montreal first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $956M in Q2 2024. 4,285 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Bank of Montreal held 5,337,394 shares of ExxonMobil worth $730M as of Q2 2026.
Bank of Montreal bought 250,799 ExxonMobil shares in Q2 2026, an estimated $37.5M.
ExxonMobil made up 0.24% of Bank of Montreal's portfolio in Q2 2026, its #87 holding.
Bank of Montreal first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's ExxonMobil position peaked at $956M in Q2 2024.
4,285 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.