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Birch Hill Investment Advisors’s ExxonMobil XOM Stock Holding History

Birch Hill Investment Advisors’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 		– Sell
-66,581
Closed -$11.3M – 214
2026
Q1 		$11.3M Sell
66,581
-1,139
-2% -$166K 0.51% 40
2025
Q4 		$8.15M Sell
67,720
-1,799
-3% -$209K 0.34% 46
2025
Q3 		$7.84M Sell
69,519
-90
-0.1% -$10K 0.33% 49
2025
Q2 		$7.5M Sell
69,609
-575
-0.8% -$61.5K 0.33% 48
2025
Q1 		$8.35M Buy
70,184
+766
+1% +$84.7K 0.4% 42
2024
Q4 		$7.47M Buy
69,418
+149
+0.2% +$17.4K 0.35% 43
2024
Q3 		$8.12M Sell
69,269
-70
-0.1% -$8.08K 0.38% 40
2024
Q2 		$7.98M Sell
69,339
-1,320
-2% -$154K 0.39% 41
2024
Q1 		$8.21M Sell
70,659
-1,224
-2% -$128K 0.4% 43
2023
Q4 		$7.19M Sell
71,883
-3,226
-4% -$339K 0.38% 44
2023
Q3 		$8.83M Buy
75,109
+341
+0.5% +$37.4K 0.53% 39
2023
Q2 		$8.02M Buy
74,768
+21
+0% +$2.29K 0.46% 42
2023
Q1 		$8.2M Sell
74,747
-1,200
-2% -$133K 0.51% 42
2022
Q4 		$8.38M Sell
75,947
-69
-0.1% -$7.39K 0.53% 40
2022
Q3 		$6.64M Sell
76,016
-295
-0.4% -$26.9K 0.45% 43
2022
Q2 		$6.54M Sell
76,311
-1,390
-2% -$125K 0.41% 44
2022
Q1 		$6.42M Sell
77,701
-1,436
-2% -$112K 0.34% 50
2021
Q4 		$4.84M Sell
79,137
-1,297
-2% -$81.1K 0.24% 60
2021
Q3 		$4.73M Buy
80,434
+2,902
+4% +$165K 0.25% 57
2021
Q2 		$4.89M Sell
77,532
-2,766
-3% -$165K 0.26% 56
2021
Q1 		$4.48M Sell
80,298
-3,829
-5% -$201K 0.26% 58
2020
Q4 		$3.47M Sell
84,127
-22,885
-21% -$858K 0.21% 58
2020
Q3 		$3.67M Sell
107,012
-5,850
-5% -$239K 0.24% 52
2020
Q2 		$5.05M Sell
112,862
-9,962
-8% -$447K 0.37% 44
2020
Q1 		$4.66M Sell
122,824
-4,355
-3% -$240K 0.41% 41
2019
Q4 		$8.88M Buy
127,179
+10,338
+9% +$715K 0.59% 41
2019
Q3 		$8.25M Sell
116,841
-2,681
-2% -$194K 0.59% 41
2019
Q2 		$9.16M Sell
119,522
-3,113
-3% -$241K 0.68% 40
2019
Q1 		$9.91M Sell
122,635
-1,316
-1% -$100K 0.75% 39
2018
Q4 		$8.45M Sell
123,951
-2,063
-2% -$162K 0.74% 38
2018
Q3 		$10.7M Sell
126,014
-1,503
-1% -$123K 0.78% 35
2018
Q2 		$10.5M Sell
127,517
-1,564
-1% -$125K 0.84% 36
2018
Q1 		$9.63M Buy
129,081
+241
+0.2% +$19.3K 0.8% 36
2017
Q4 		$10.8M Buy
128,840
+2,115
+2% +$175K 0.89% 35
2017
Q3 		$10.4M Sell
126,725
-1,023
-0.8% -$81.2K 0.9% 34
2017
Q2 		$10.3M Sell
127,748
-5,032
-4% -$412K 0.91% 34
2017
Q1 		$10.9M Sell
132,780
-8,572
-6% -$716K 0.93% 33
2016
Q4 		$12.8M Sell
141,352
-4,205
-3% -$367K 1.16% 32
2016
Q3 		$12.7M Sell
145,557
-5,158
-3% -$458K 1.18% 32
2016
Q2 		$14.1M Buy
150,715
+437
+0.3% +$38.6K 1.39% 28
2016
Q1 		$12.6M Sell
150,278
-2,321
-2% -$186K 1.32% 29
2015
Q4 		$11.9M Sell
152,599
-1,117
-0.7% -$89.3K 1.24% 29
2015
Q3 		$11.4M Buy
153,716
+3,645
+2% +$281K 1.25% 27
2015
Q2 		$12.5M Sell
150,071
-626
-0.4% -$53.8K 1.28% 31
2015
Q1 		$12.8M Sell
150,697
-1,559
-1% -$138K 1.31% 31
2014
Q4 		$14.1M Sell
152,256
-3,659
-2% -$341K 1.42% 30
2014
Q3 		$14.7M Sell
155,915
-8,637
-5% -$860K 1.53% 28
2014
Q2 		$16.6M Sell
164,552
-6,317
-4% -$637K 1.73% 24
2014
Q1 		$16.7M Sell
170,869
-13,783
-7% -$1.31M 1.8% 22
2013
Q4 		$18.7M Sell
184,652
-10,707
-5% -$990K 2% 19
2013
Q3 		$16.8M Sell
195,359
-15,556
-7% -$1.4M 1.99% 20
2013
Q2 		$19.1M Buy
+210,915
New +$19M 2.39% 15

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

Birch Hill Investment Advisors's XOM Position: Q2 2026 in Review

Birch Hill Investment Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 66,581 shares — an estimated $11.3M sold.

Birch Hill Investment Advisors first reported a position in XOM in Q2 2013 and held it in 52 quarters. The position peaked at $19.1M in Q2 2013. 2,091 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Birch Hill Investment Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 66,581 ExxonMobil shares in Q2 2026, an estimated $11.3M.
  • Birch Hill Investment Advisors first reported a position in ExxonMobil in Q2 2013 and held it in 52 quarters.
  • Birch Hill Investment Advisors's ExxonMobil position peaked at $19.1M in Q2 2013.
  • 2,091 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.