Burns Matteson Capital Management’s ExxonMobil XOM Stock Holding History

Burns Matteson 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	$224K	Sell	1,640 -1,080	-40%	-$162K	0.07%	177
2026 Q1	$461K	Buy	2,720 +982	+57%	+$143K	0.17%	130
2025 Q4	$209K	Buy	+1,738	New	+$202K	0.07%	184
2025 Q3	–	Sell	-2,010	Closed	-$217K	–	243
2025 Q2	$217K	Buy	2,010 +4	+0.2%	+$428	0.1%	167
2025 Q1	$239K	Sell	2,006 -69	-3%	-$7.63K	0.13%	141
2024 Q4	$223K	Sell	2,075 -14	-0.7%	-$1.64K	0.13%	135
2024 Q3	$245K	Buy	2,089 +4	+0.2%	+$462	0.14%	130
2024 Q2	$240K	Hold	2,085	–	–	0.15%	127
2024 Q1	$242K	Sell	2,085 -82	-4%	-$8.58K	0.16%	133
2023 Q4	$217K	Sell	2,167 -1,056	-33%	-$111K	0.15%	124
2023 Q3	$379K	Buy	3,223 +47	+1%	+$5.16K	0.24%	109
2023 Q2	$341K	Buy	3,176 +941	+42%	+$103K	0.21%	114
2023 Q1	$245K	Hold	2,235	–	–	0.16%	124
2022 Q4	$247K	Sell	2,235 -2,995	-57%	-$321K	0.16%	127
2022 Q3	$457K	Buy	+5,230	New	+$477K	0.34%	44

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Burns Matteson Capital Management's XOM Position: Q2 2026 in Review

Burns Matteson Capital Management reduced its ExxonMobil (XOM) stake by 40% in Q2 2026, selling an estimated $162K and leaving 1,640 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #177.

Burns Matteson Capital Management first reported a position in XOM in Q3 2022 and has held it in 15 quarters since. The position peaked at $461K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Burns Matteson Capital Management held 1,640 shares of ExxonMobil worth $224K as of Q2 2026.
Burns Matteson Capital Management sold 1,080 ExxonMobil shares in Q2 2026, an estimated $162K.
ExxonMobil made up 0.07% of Burns Matteson Capital Management's portfolio in Q2 2026, its #177 holding.
Burns Matteson Capital Management first reported a position in ExxonMobil in Q3 2022 and has held it in 15 quarters since.
Burns Matteson Capital Management's ExxonMobil position peaked at $461K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.