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Canopy Partners’s ExxonMobil XOM Stock Holding History

Canopy 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 		$835K Buy
6,104
+57
+0.9% +$8.53K 0.25% 78
2026
Q1 		$1.03M Buy
6,047
+158
+3% +$23.1K 0.35% 60
2025
Q4 		$709K Buy
5,889
+219
+4% +$25.4K 0.23% 83
2025
Q3 		$639K Buy
5,670
+566
+11% +$62.9K 0.21% 88
2025
Q2 		$550K Sell
5,104
-192
-4% -$20.5K 0.2% 97
2025
Q1 		$630K Buy
5,296
+49
+0.9% +$5.42K 0.25% 85
2024
Q4 		$564K Sell
5,247
-223
-4% -$26.1K 0.22% 93
2024
Q3 		$641K Sell
5,470
-15
-0.3% -$1.73K 0.28% 79
2024
Q2 		$631K Buy
5,485
+1,020
+23% +$119K 0.29% 80
2024
Q1 		$519K Buy
4,465
+1,615
+57% +$169K 0.25% 87
2023
Q4 		$285K Buy
+2,850
New +$300K 0.17% 117

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Canopy Partners's XOM Position: Q2 2026 in Review

Canopy Partners increased its ExxonMobil (XOM) stake by 0.94% in Q2 2026, buying an estimated $8.53K and bringing the position to 6,104 shares worth $835K. The position accounts for 0.25% of the portfolio, ranked #78.

Canopy Partners first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Canopy Partners held 6,104 shares of ExxonMobil worth $835K as of Q2 2026.
  • Canopy Partners bought 57 ExxonMobil shares in Q2 2026, an estimated $8.53K.
  • ExxonMobil made up 0.25% of Canopy Partners's portfolio in Q2 2026, its #78 holding.
  • Canopy Partners first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Canopy Partners's ExxonMobil position peaked at $1.03M in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.