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Boltwood Capital Management’s ExxonMobil XOM Stock Holding History

Boltwood Capital 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 		$3.5M Buy
25,625
+198
+0.8% +$29.6K 0.8% 34
2026
Q1 		$4.31M Buy
25,427
+92
+0.4% +$13.4K 1.1% 26
2025
Q4 		$3.05M Buy
25,335
+10
+0% +$1.16K 0.79% 32
2025
Q3 		$2.86M Sell
25,325
-15
-0.1% -$1.67K 0.76% 35
2025
Q2 		$2.73M Buy
25,340
+190
+0.8% +$20.3K 0.78% 34
2025
Q1 		$2.99M Sell
25,150
-55
-0.2% -$6.08K 0.91% 27
2024
Q4 		$2.71M Sell
25,205
-84
-0.3% -$9.83K 0.83% 32
2024
Q3 		$2.96M Buy
25,289
+44
+0.2% +$5.08K 0.88% 30
2024
Q2 		$2.91M Sell
25,245
-89
-0.4% -$10.4K 0.91% 29
2024
Q1 		$2.94M Sell
25,334
-111
-0.4% -$11.6K 0.91% 33
2023
Q4 		$2.54M Buy
25,445
+98
+0.4% +$10.3K 0.84% 32
2023
Q3 		$2.98M Sell
25,347
-370
-1% -$40.6K 1.1% 23
2023
Q2 		$2.76M Sell
25,717
-1,820
-7% -$199K 0.99% 28
2023
Q1 		$3.02M Buy
27,537
+913
+3% +$101K 1.13% 21
2022
Q4 		$2.94M Sell
26,624
-243
-0.9% -$26K 1.19% 22
2022
Q3 		$2.35M Sell
26,867
-6,445
-19% -$588K 1.07% 24
2022
Q2 		$2.85M Buy
33,312
+724
+2% +$65.3K 1.24% 21
2022
Q1 		$2.69M Sell
32,588
-264
-0.8% -$20.5K 1.04% 28
2021
Q4 		$2.01M Hold
32,852
– – 0.74% 42
2021
Q3 		$1.93M Sell
32,852
-245
-0.7% -$14K 0.78% 41
2021
Q2 		$2.09M Sell
33,097
-75
-0.2% -$4.48K 0.87% 39
2021
Q1 		$1.85M Sell
33,172
-1,245
-4% -$65.3K 0.82% 41
2020
Q4 		$1.42M Sell
34,417
-483
-1% -$18.1K 0.69% 48
2020
Q3 		$1.2M Sell
34,900
-3,525
-9% -$144K 0.67% 47
2020
Q2 		$1.72M Buy
38,425
+222
+0.6% +$9.96K 1.04% 35
2020
Q1 		$1.45M Buy
38,203
+3,190
+9% +$176K 1.03% 35
2019
Q4 		$2.44M Sell
35,013
-28
-0.1% -$1.94K 1.37% 21
2019
Q3 		$2.47M Sell
35,041
-2,678
-7% -$194K 1.56% 17
2019
Q2 		$2.89M Buy
37,719
+241
+0.6% +$18.7K 1.84% 12
2019
Q1 		$3.03M Buy
37,478
+1,406
+4% +$107K 1.97% 8
2018
Q4 		$2.46M Sell
36,072
-4,307
-11% -$338K 1.68% 19
2018
Q3 		$3.43M Buy
40,379
+272
+0.7% +$22.2K 2.05% 8
2018
Q2 		$3.32M Sell
40,107
-1,099
-3% -$87.6K 2.16% 8
2018
Q1 		$3.07M Sell
41,206
-4,264
-9% -$341K 2.1% 8
2017
Q4 		$3.8M Sell
45,470
-349
-0.8% -$28.9K 2.33% 9
2017
Q3 		$3.76M Buy
45,819
+51
+0.1% +$4.05K 2.44% 7
2017
Q2 		$3.69M Buy
45,768
+1,201
+3% +$98.3K 2.5% 8
2017
Q1 		$3.65M Buy
44,567
+1,859
+4% +$155K 2.56% 8
2016
Q4 		$3.85M Buy
42,708
+100
+0.2% +$8.74K 2.95% 4
2016
Q3 		$3.72M Sell
42,608
-55
-0.1% -$4.88K 2.98% 4
2016
Q2 		$4M Buy
42,663
+495
+1% +$43.8K 3.32% 3
2016
Q1 		$3.52M Sell
42,168
-245
-0.6% -$19.6K 3.1% 3
2015
Q4 		$3.31M Buy
42,413
+3,999
+10% +$320K 3.03% 4
2015
Q3 		$2.86M Buy
38,414
+122
+0.3% +$9.4K 3.04% 4
2015
Q2 		$3.19M Sell
38,292
-50
-0.1% -$4.3K 3.13% 5
2015
Q1 		$3.26M Sell
38,342
-1,600
-4% -$142K 0.96% 28
2014
Q4 		$3.69M Sell
39,942
-66
-0.2% -$6.16K 1.05% 29
2014
Q3 		$3.76M Sell
40,008
-5,578
-12% -$556K 1.12% 29
2014
Q2 		$4.59M Buy
45,586
+4,150
+10% +$419K 1.36% 25
2014
Q1 		$4.05M Hold
41,436
– – 1.27% 27
2013
Q4 		$4.19M Sell
41,436
-219
-0.5% -$20.2K 1.37% 26
2013
Q3 		$3.58M Buy
41,655
+300
+0.7% +$27K 1.3% 28
2013
Q2 		$3.74M Buy
+41,355
New +$3.72M 1.54% 24

Other funds holding XOM

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
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
RG
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Boltwood Capital Management's XOM Position: Q2 2026 in Review

Boltwood Capital Management increased its ExxonMobil (XOM) stake by 0.78% in Q2 2026, buying an estimated $29.6K and bringing the position to 25,625 shares worth $3.5M. The position accounts for 0.8% of the portfolio, ranked #34.

Boltwood Capital Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.59M in Q2 2014. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Boltwood Capital Management held 25,625 shares of ExxonMobil worth $3.5M as of Q2 2026.
  • Boltwood Capital Management bought 198 ExxonMobil shares in Q2 2026, an estimated $29.6K.
  • ExxonMobil made up 0.8% of Boltwood Capital Management's portfolio in Q2 2026, its #34 holding.
  • Boltwood Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Boltwood Capital Management's ExxonMobil position peaked at $4.59M in Q2 2014.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.