BIM
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Barton Investment Management’s ExxonMobil XOM Stock Holding History

Barton 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 		$1.11M Sell
8,105
-135
-2% -$20.2K 0.15% 30
2026
Q1 		$1.4M Sell
8,240
-4,194
-34% -$612K 0.18% 30
2025
Q4 		$1.5M Sell
12,434
-115
-0.9% -$13.3K 0.16% 29
2025
Q3 		$1.41M Hold
12,549
– – 0.14% 31
2025
Q2 		$1.35M Hold
12,549
– – 0.14% 29
2025
Q1 		$1.49M Hold
12,549
– – 0.18% 26
2024
Q4 		$1.35M Sell
12,549
-450
-3% -$52.6K 0.14% 27
2024
Q3 		$1.52M Hold
12,999
– – 0.19% 27
2024
Q2 		$1.5M Hold
12,999
– – 0.2% 26
2024
Q1 		$1.51M Hold
12,999
– – 0.18% 26
2023
Q4 		$1.3M Hold
12,999
– – 0.17% 28
2023
Q3 		$1.53M Hold
12,999
– – 0.25% 25
2023
Q2 		$1.39M Hold
12,999
– – 0.21% 25
2023
Q1 		$1.43M Hold
12,999
– – 0.25% 24
2022
Q4 		$1.43M Hold
12,999
– – 0.28% 25
2022
Q3 		$1.14M Hold
12,999
– – 0.23% 26
2022
Q2 		$1.11M Hold
12,999
– – 0.23% 26
2022
Q1 		$1.07M Hold
12,999
– – 0.14% 28
2021
Q4 		$795K Hold
12,999
– – 0.07% 30
2021
Q3 		$765K Hold
12,999
– – 0.06% 30
2021
Q2 		$819K Hold
12,999
– – 0.07% 29
2021
Q1 		$726K Sell
12,999
-1,640
-11% -$86K 0.07% 30
2020
Q4 		$603K Hold
14,639
– – 0.05% 31
2020
Q3 		$502K Buy
14,639
+20
+0.1% +$818 0.05% 32
2020
Q2 		$654K Sell
14,619
-9,563
-40% -$429K 0.07% 28
2020
Q1 		$918K Sell
24,182
-4,652
-16% -$257K 0.14% 24
2019
Q4 		$2.01M Sell
28,834
-600
-2% -$41.5K 0.31% 19
2019
Q3 		$2.08M Sell
29,434
-1,700
-5% -$123K 0.35% 20
2019
Q2 		$2.39M Sell
31,134
-145
-0.5% -$11.2K 0.36% 19
2019
Q1 		$2.53M Hold
31,279
– – 0.42% 19
2018
Q4 		$2.13M Hold
31,279
– – 0.43% 19
2018
Q3 		$2.66M Hold
31,279
– – 0.41% 19
2018
Q2 		$2.59M Sell
31,279
-400
-1% -$31.9K 0.42% 19
2018
Q1 		$2.36M Sell
31,679
-430
-1% -$34.4K 0.44% 19
2017
Q4 		$2.69M Sell
32,109
-250
-0.8% -$20.7K 0.59% 18
2017
Q3 		$2.65M Buy
32,359
+1,372
+4% +$109K 0.63% 16
2017
Q2 		$2.5M Sell
30,987
-160
-0.5% -$13.1K 0.66% 16
2017
Q1 		$2.55M Sell
31,147
-1,900
-6% -$159K 0.74% 17
2016
Q4 		$2.98M Sell
33,047
-1,450
-4% -$127K 0.99% 14
2016
Q3 		$3.01M Sell
34,497
-440
-1% -$39K 1.01% 13
2016
Q2 		$3.27M Sell
34,937
-3,703
-10% -$327K 1.19% 14
2016
Q1 		$3.23M Sell
38,640
-377
-1% -$30.2K 0.89% 18
2015
Q4 		$3.04M Sell
39,017
-6,074
-13% -$486K 1% 14
2015
Q3 		$3.35M Sell
45,091
-200
-0.4% -$15.4K 1.22% 15
2015
Q2 		$3.77M Sell
45,291
-3,507
-7% -$302K 1.33% 14
2015
Q1 		$4.15M Sell
48,798
-2,446
-5% -$217K 1.53% 14
2014
Q4 		$4.74M Sell
51,244
-2,247
-4% -$210K 1.81% 14
2014
Q3 		$5.03M Buy
53,491
+6,997
+15% +$697K 1.92% 12
2014
Q2 		$4.68M Buy
46,494
+500
+1% +$50.4K 1.83% 13
2014
Q1 		$4.49M Sell
45,994
-10,778
-19% -$1.03M 1.84% 13
2013
Q4 		$5.75M Sell
56,772
-1,035
-2% -$95.7K 2.3% 12
2013
Q3 		$4.97M Hold
57,807
– – 2.25% 12
2013
Q2 		$5.22M Buy
+57,807
New +$5.2M 2.7% 12

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Barton Investment Management reduced its ExxonMobil (XOM) stake by 1.6% in Q2 2026, selling an estimated $20.2K and leaving 8,105 shares worth $1.11M. The position accounts for 0.15% of the portfolio, ranked #30.

Barton Investment Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.75M in Q4 2013. 1,035 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Barton Investment Management held 8,105 shares of ExxonMobil worth $1.11M as of Q2 2026.
  • Barton Investment Management sold 135 ExxonMobil shares in Q2 2026, an estimated $20.2K.
  • ExxonMobil made up 0.15% of Barton Investment Management's portfolio in Q2 2026, its #30 holding.
  • Barton Investment Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Barton Investment Management's ExxonMobil position peaked at $5.75M in Q4 2013.
  • 1,035 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.