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Barrett & Company’s ExxonMobil XOM Stock Holding History

Barrett & Company’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 		$3.08M Buy
22,559
+3,428
+18% +$513K 0.86% 27
2026
Q1 		$3.25M Buy
19,131
+1,142
+6% +$167K 1.12% 23
2025
Q4 		$2.16M Buy
17,989
+2,197
+14% +$255K 0.72% 30
2025
Q3 		$1.78M Buy
15,792
+1
+0% +$111 0.61% 32
2025
Q2 		$1.7M Buy
15,791
+1,159
+8% +$124K 0.64% 30
2025
Q1 		$1.74M Buy
14,632
+1
+0% +$111 0.75% 28
2024
Q4 		$1.57M Buy
14,631
+31
+0.2% +$3.63K 0.66% 31
2024
Q3 		$1.71M Sell
14,600
-32
-0.2% -$3.69K 0.74% 30
2024
Q2 		$1.68M Buy
14,632
+1
+0% +$116 0.76% 26
2024
Q1 		$1.7M Sell
14,631
-99
-0.7% -$10.4K 0.8% 25
2023
Q4 		$1.47M Buy
14,730
+2
+0% +$210 0.8% 27
2023
Q3 		$1.73M Buy
14,728
+34
+0.2% +$3.73K 1.02% 23
2023
Q2 		$1.58M Buy
14,694
+21
+0.1% +$2.29K 0.91% 24
2023
Q1 		$1.61M Buy
14,673
+126
+0.9% +$13.9K 1.02% 22
2022
Q4 		$1.6M Hold
14,547
– – 1.06% 24
2022
Q3 		$1.6M Buy
+14,547
New +$1.33M 1.06% 24

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

Barrett & Company's XOM Position: Q2 2026 in Review

Barrett & Company increased its ExxonMobil (XOM) stake by 18% in Q2 2026, buying an estimated $513K and bringing the position to 22,559 shares worth $3.08M. The position accounts for 0.86% of the portfolio, ranked #27.

Barrett & Company first reported a position in XOM in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.25M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Barrett & Company held 22,559 shares of ExxonMobil worth $3.08M as of Q2 2026.
  • Barrett & Company bought 3,428 ExxonMobil shares in Q2 2026, an estimated $513K.
  • ExxonMobil made up 0.86% of Barrett & Company's portfolio in Q2 2026, its #27 holding.
  • Barrett & Company first reported a position in ExxonMobil in Q3 2022 and has held it in 16 quarters since.
  • Barrett & Company's ExxonMobil position peaked at $3.25M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.