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Belleair Asset Management’s ExxonMobil XOM Stock Holding History

Belleair 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
2026
Q2 		$655K Hold
4,789
– – 0.55% 39
2026
Q1 		$813K Hold
4,789
– – 0.74% 33
2025
Q4 		$576K Buy
+4,789
New +$555K 0.55% 38

Other funds holding XOM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Belleair Asset Management's XOM Position: Q2 2026 in Review

Belleair Asset Management held its ExxonMobil (XOM) position steady in Q2 2026 at 4,789 shares worth $655K. The position accounts for 0.55% of the portfolio, ranked #39.

Belleair Asset Management first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $813K in Q1 2026. 2,678 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Belleair Asset Management held 4,789 shares of ExxonMobil worth $655K as of Q2 2026.
  • Belleair Asset Management left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.55% of Belleair Asset Management's portfolio in Q2 2026, its #39 holding.
  • Belleair Asset Management first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Belleair Asset Management's ExxonMobil position peaked at $813K in Q1 2026.
  • 2,678 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.