Broadleaf Partners’s ExxonMobil XOM Stock Holding History

Broadleaf Partners’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	$454K	Sell	3,324 -10	-0.3%	-$1.5K	0.09%	56
2026 Q1	$566K	Sell	3,334 -16	-0.5%	-$2.33K	0.13%	53
2025 Q4	$403K	Buy	3,350 +34	+1%	+$3.94K	0.09%	61
2025 Q3	$374K	Sell	3,316 -1,496	-31%	-$166K	0.08%	59
2025 Q2	$519K	Hold	4,812	–	–	0.11%	55
2025 Q1	$572K	Hold	4,812	–	–	0.15%	55
2024 Q4	$518K	Sell	4,812 -1,645	-25%	-$192K	0.12%	55
2024 Q3	$757K	Hold	6,457	–	–	0.18%	50
2024 Q2	$743K	Hold	6,457	–	–	0.18%	46
2024 Q1	$751K	Hold	6,457	–	–	0.19%	49
2023 Q4	$646K	Hold	6,457	–	–	0.19%	51
2023 Q3	$759K	Hold	6,457	–	–	0.25%	44
2023 Q2	$693K	Buy	6,457 +1,550	+32%	+$169K	0.23%	46
2023 Q1	$538K	Hold	4,907	–	–	0.19%	49
2022 Q4	$541K	Hold	4,907	–	–	0.21%	48
2022 Q3	$428K	Buy	4,907 +1,430	+41%	+$131K	0.18%	49
2022 Q2	$298K	Hold	3,477	–	–	0.12%	56
2022 Q1	$287K	Hold	3,477	–	–	0.1%	60
2021 Q4	$213K	Hold	3,477	–	–	0.07%	71
2021 Q3	$205K	Hold	3,477	–	–	0.07%	71
2021 Q2	$219K	Buy	+3,477	New	+$208K	0.08%	72
2020 Q1	–	Sell	-3,746	Closed	-$261K	–	68
2019 Q4	$261K	Buy	+3,746	New	+$259K	0.14%	57
2018 Q1	–	Sell	-2,780	Closed	-$233K	–	57
2017 Q4	$233K	Buy	+2,780	New	+$230K	0.19%	46

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Broadleaf Partners's XOM Position: Q2 2026 in Review

Broadleaf Partners reduced its ExxonMobil (XOM) stake by 0.3% in Q2 2026, selling an estimated $1.5K and leaving 3,324 shares worth $454K. The position accounts for 0.09% of the portfolio, ranked #56.

Broadleaf Partners first reported a position in XOM in Q4 2017 and has held it in 23 quarters since. The position peaked at $759K in Q3 2023. 4,272 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Broadleaf Partners held 3,324 shares of ExxonMobil worth $454K as of Q2 2026.
Broadleaf Partners sold 10 ExxonMobil shares in Q2 2026, an estimated $1.5K.
ExxonMobil made up 0.09% of Broadleaf Partners's portfolio in Q2 2026, its #56 holding.
Broadleaf Partners first reported a position in ExxonMobil in Q4 2017 and has held it in 23 quarters since.
Broadleaf Partners's ExxonMobil position peaked at $759K in Q3 2023.
4,272 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.