Blue Square Asset Management’s ExxonMobil XOM Stock Holding History

Blue Square 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	–	Sell	-1,585	Closed	-$269K	–	77
2026 Q1	$269K	Buy	+1,585	New	+$231K	0.13%	62
2021 Q2	–	Sell	-4,365	Closed	-$244K	–	92
2021 Q1	$244K	Buy	+4,365	New	+$229K	0.16%	76
2020 Q3	–	Sell	-4,365	Closed	-$195K	–	183
2020 Q2	$195K	Buy	+4,365	New	+$196K	0.13%	66
2020 Q1	–	Sell	-5,992	Closed	-$418K	–	100
2019 Q4	$418K	Sell	5,992 -17,444	-74%	-$1.21M	0.33%	75
2019 Q3	$1.66M	Buy	+23,436	New	+$1.69M	1.3%	22

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Blue Square Asset Management's XOM Position: Q2 2026 in Review

Blue Square Asset Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,585 shares — an estimated $269K sold.

Blue Square Asset Management first reported a position in XOM in Q3 2019 and held it in 5 quarters. The position peaked at $1.66M in Q3 2019. 1,599 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Blue Square Asset Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Blue Square Asset Management sold 1,585 ExxonMobil shares in Q2 2026, an estimated $269K.
Blue Square Asset Management first reported a position in ExxonMobil in Q3 2019 and held it in 5 quarters.
Blue Square Asset Management's ExxonMobil position peaked at $1.66M in Q3 2019.
1,599 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Blue Square Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.