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Cabot Wealth Management’s ExxonMobil XOM Stock Holding History

Cabot Wealth 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 		$418K Sell
3,056
-251
-8% -$37.6K 0.04% 109
2026
Q1 		$561K Sell
3,307
-68
-2% -$9.92K 0.06% 99
2025
Q4 		$406K Sell
3,375
-31
-0.9% -$3.6K 0.04% 109
2025
Q3 		$384K Hold
3,406
– – 0.04% 115
2025
Q2 		$367K Sell
3,406
-350
-9% -$37.4K 0.04% 108
2025
Q1 		$447K Sell
3,756
-441
-11% -$48.8K 0.06% 98
2024
Q4 		$451K Hold
4,197
– – 0.06% 100
2024
Q3 		$492K Hold
4,197
– – 0.06% 102
2024
Q2 		$483K Buy
4,197
+300
+8% +$34.9K 0.06% 110
2024
Q1 		$453K Sell
3,897
-95
-2% -$9.94K 0.06% 118
2023
Q4 		$399K Sell
3,992
-475
-11% -$49.9K 0.06% 120
2023
Q3 		$525K Hold
4,467
– – 0.08% 108
2023
Q2 		$479K Hold
4,467
– – 0.07% 112
2023
Q1 		$490K Sell
4,467
-267
-6% -$29.5K 0.08% 108
2022
Q4 		$522K Sell
4,734
-249
-5% -$26.7K 0.09% 108
2022
Q3 		$435K Sell
4,983
-1,562
-24% -$143K 0.07% 116
2022
Q2 		$560K Sell
6,545
-1,585
-19% -$143K 0.09% 115
2022
Q1 		$672K Sell
8,130
-1,035
-11% -$80.5K 0.09% 108
2021
Q4 		$561K Sell
9,165
-1,321
-13% -$82.6K 0.07% 119
2021
Q3 		$617K Sell
10,486
-3,978
-28% -$227K 0.08% 112
2021
Q2 		$912K Sell
14,464
-992
-6% -$59.2K 0.12% 97
2021
Q1 		$863K Buy
15,456
+4,392
+40% +$230K 0.12% 94
2020
Q4 		$456K Sell
11,064
-2,923
-21% -$110K 0.07% 106
2020
Q3 		$480K Sell
13,987
-1,856
-12% -$75.9K 0.09% 97
2020
Q2 		$708K Buy
15,843
+751
+5% +$33.7K 0.14% 83
2020
Q1 		$573K Sell
15,092
-351
-2% -$19.4K 0.14% 86
2019
Q4 		$1.08M Sell
15,443
-2,489
-14% -$172K 0.21% 79
2019
Q3 		$1.27M Sell
17,932
-238
-1% -$17.2K 0.27% 76
2019
Q2 		$1.39M Buy
18,170
+10
+0.1% +$774 0.29% 72
2019
Q1 		$1.47M Buy
18,160
+516
+3% +$39.3K 0.32% 71
2018
Q4 		$1.2M Sell
17,644
-401
-2% -$31.5K 0.29% 77
2018
Q3 		$1.53M Sell
18,045
-1,384
-7% -$113K 0.33% 73
2018
Q2 		$1.61M Buy
19,429
+1,234
+7% +$98.3K 0.36% 69
2018
Q1 		$1.36M Sell
18,195
-49,771
-73% -$3.98M 0.3% 76
2017
Q4 		$5.68M Sell
67,966
-3,597
-5% -$297K 1.23% 33
2017
Q3 		$5.87M Sell
71,563
-346
-0.5% -$27.5K 1.32% 32
2017
Q2 		$5.8M Buy
71,909
+687
+1% +$56.2K 1.35% 28
2017
Q1 		$5.84M Sell
71,222
-1,107
-2% -$92.5K 1.44% 25
2016
Q4 		$6.53M Buy
72,329
+316
+0.4% +$27.6K 1.77% 17
2016
Q3 		$6.29M Buy
72,013
+947
+1% +$84K 1.62% 18
2016
Q2 		$6.66M Buy
71,066
+1,258
+2% +$111K 1.75% 13
2016
Q1 		$5.83M Sell
69,808
-2,502
-3% -$200K 1.62% 17
2015
Q4 		$5.64M Buy
72,310
+3,169
+5% +$253K 1.44% 17
2015
Q3 		$5.14M Sell
69,141
-610
-0.9% -$47K 1.42% 22
2015
Q2 		$5.8M Buy
69,751
+4,211
+6% +$362K 1.41% 15
2015
Q1 		$5.57M Buy
65,540
+1,216
+2% +$108K 1.35% 21
2014
Q4 		$5.95M Sell
64,324
-122
-0.2% -$11.4K 1.47% 13
2014
Q3 		$6.06M Buy
64,446
+3,390
+6% +$338K 1.55% 13
2014
Q2 		$6.15M Buy
61,056
+2,092
+4% +$211K 1.54% 14
2014
Q1 		$5.76M Buy
58,964
+2,472
+4% +$236K 1.51% 10
2013
Q4 		$5.72M Sell
56,492
-687
-1% -$63.5K 1.5% 5
2013
Q3 		$4.92M Buy
57,179
+1,954
+4% +$176K 1.47% 8
2013
Q2 		$4.99M Buy
+55,225
New +$4.97M 1.72% 5

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cabot Wealth Management's XOM Position: Q2 2026 in Review

Cabot Wealth Management reduced its ExxonMobil (XOM) stake by 7.6% in Q2 2026, selling an estimated $37.6K and leaving 3,056 shares worth $418K. The position accounts for 0.04% of the portfolio, ranked #109.

Cabot Wealth Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.66M in Q2 2016. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cabot Wealth Management held 3,056 shares of ExxonMobil worth $418K as of Q2 2026.
  • Cabot Wealth Management sold 251 ExxonMobil shares in Q2 2026, an estimated $37.6K.
  • ExxonMobil made up 0.04% of Cabot Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Cabot Wealth Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Cabot Wealth Management's ExxonMobil position peaked at $6.66M in Q2 2016.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.