BC
XOM icon

Burney Company’s ExxonMobil XOM Stock Holding History

Burney Company’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 		$11.6M Sell
85,160
-831
-1% -$124K 0.31% 52
2026
Q1 		$14.6M Sell
85,991
-6,785
-7% -$990K 0.46% 35
2025
Q4 		$11.2M Sell
92,776
-2,272
-2% -$264K 0.35% 65
2025
Q3 		$10.7M Sell
95,048
-163
-0.2% -$18.1K 0.34% 72
2025
Q2 		$10.3M Sell
95,211
-274
-0.3% -$29.3K 0.35% 66
2025
Q1 		$11.4M Sell
95,485
-4,512
-5% -$499K 0.41% 68
2024
Q4 		$10.8M Buy
99,997
+350
+0.4% +$40.9K 0.38% 65
2024
Q3 		$11.7M Sell
99,647
-1,809
-2% -$209K 0.42% 67
2024
Q2 		$11.7M Buy
101,456
+1,268
+1% +$148K 0.45% 57
2024
Q1 		$11.6M Sell
100,188
-1,072
-1% -$112K 0.44% 55
2023
Q4 		$10.1M Sell
101,260
-3,301
-3% -$347K 0.43% 58
2023
Q3 		$12.3M Sell
104,561
-3,760
-3% -$412K 0.58% 37
2023
Q2 		$11.6M Sell
108,321
-26,010
-19% -$2.84M 0.53% 47
2023
Q1 		$14.7M Sell
134,331
-64,757
-33% -$7.16M 0.73% 21
2022
Q4 		$22M Sell
199,088
-11,483
-5% -$1.23M 1.11% 11
2022
Q3 		$18.4M Sell
210,571
-13,395
-6% -$1.22M 1.01% 12
2022
Q2 		$19.2M Sell
223,966
-1,144
-0.5% -$103K 1.01% 13
2022
Q1 		$18.6M Buy
225,110
+109,769
+95% +$8.53M 0.85% 15
2021
Q4 		$7.06M Sell
115,341
-8,370
-7% -$523K 0.3% 99
2021
Q3 		$7.28M Buy
123,711
+70,243
+131% +$4M 0.34% 90
2021
Q2 		$3.37M Buy
53,468
+167
+0.3% +$9.97K 0.16% 170
2021
Q1 		$2.98M Sell
53,301
-705
-1% -$37K 0.15% 178
2020
Q4 		$2.23M Sell
54,006
-25,249
-32% -$947K 0.12% 201
2020
Q3 		$2.72M Sell
79,255
-9,269
-10% -$379K 0.17% 171
2020
Q2 		$3.96M Sell
88,524
-28,878
-25% -$1.3M 0.26% 119
2020
Q1 		$4.46M Sell
117,402
-44,971
-28% -$2.48M 0.34% 87
2019
Q4 		$11.3M Sell
162,373
-19,020
-10% -$1.32M 0.62% 45
2019
Q3 		$12.8M Buy
181,393
+6,497
+4% +$470K 0.77% 27
2019
Q2 		$13.4M Sell
174,896
-1,162
-0.7% -$90K 0.81% 23
2019
Q1 		$14.2M Sell
176,058
-10,448
-6% -$797K 0.88% 21
2018
Q4 		$12.7M Sell
186,506
-22,198
-11% -$1.74M 0.9% 21
2018
Q3 		$17.7M Sell
208,704
-39,285
-16% -$3.21M 1.06% 17
2018
Q2 		$20.5M Buy
247,989
+12,016
+5% +$957K 1.2% 11
2018
Q1 		$17.6M Sell
235,973
-13,807
-6% -$1.1M 1.09% 16
2017
Q4 		$20.9M Buy
249,780
+16,260
+7% +$1.34M 1.18% 13
2017
Q3 		$19.2M Sell
233,520
-9,987
-4% -$793K 1.25% 12
2017
Q2 		$19.7M Buy
243,507
+8,476
+4% +$693K 1.29% 10
2017
Q1 		$19.3M Buy
235,031
+9,095
+4% +$760K 1.27% 9
2016
Q4 		$20.4M Buy
225,936
+15,506
+7% +$1.35M 1.39% 8
2016
Q3 		$18.3M Buy
210,430
+19,421
+10% +$1.72M 1.29% 13
2016
Q2 		$17.9M Buy
191,009
+8,552
+5% +$756K 1.28% 14
2016
Q1 		$15.3M Sell
182,457
-583
-0.3% -$46.7K 1.11% 20
2015
Q4 		$14.4M Sell
183,040
-15,256
-8% -$1.22M 1.07% 22
2015
Q3 		$14.7M Sell
198,296
-59,827
-23% -$4.61M 1.14% 19
2015
Q2 		$21.5M Buy
258,123
+28,306
+12% +$2.43M 1.46% 9
2015
Q1 		$19.5M Buy
229,817
+23,364
+11% +$2.07M 1.34% 12
2014
Q4 		$19.1M Buy
206,453
+10,266
+5% +$957K 1.51% 5
2014
Q3 		$18.5M Buy
196,187
+30,514
+18% +$3.04M 1.58% 3
2014
Q2 		$16.7M Buy
165,673
+13,419
+9% +$1.35M 1.44% 5
2014
Q1 		$14.9M Buy
152,254
+1,542
+1% +$147K 1.36% 5
2013
Q4 		$15.3M Sell
150,712
-32,629
-18% -$3.02M 1.49% 3
2013
Q3 		$15.8M Sell
183,341
-1,846
-1% -$166K 1.76% 1
2013
Q2 		$16.7M Buy
+185,187
New +$16.7M 2.09% 1

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Burney Company's XOM Position: Q2 2026 in Review

Burney Company reduced its ExxonMobil (XOM) stake by 0.97% in Q2 2026, selling an estimated $124K and leaving 85,160 shares worth $11.6M. The position accounts for 0.31% of the portfolio, ranked #52.

Burney Company first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $22M in Q4 2022. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Burney Company held 85,160 shares of ExxonMobil worth $11.6M as of Q2 2026.
  • Burney Company sold 831 ExxonMobil shares in Q2 2026, an estimated $124K.
  • ExxonMobil made up 0.31% of Burney Company's portfolio in Q2 2026, its #52 holding.
  • Burney Company first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Burney Company's ExxonMobil position peaked at $22M in Q4 2022.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.