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Carderock Capital Management’s ExxonMobil XOM Stock Holding History

Carderock 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 		$989K Sell
7,233
-2,975
-29% -$445K 0.22% 49
2026
Q1 		$1.73M Sell
10,208
-400
-4% -$58.4K 0.43% 47
2025
Q4 		$1.28M Hold
10,608
– – 0.31% 49
2025
Q3 		$1.2M Sell
10,608
-2,900
-21% -$322K 0.29% 52
2025
Q2 		$1.46M Hold
13,508
– – 0.37% 52
2025
Q1 		$1.61M Sell
13,508
-125
-0.9% -$13.8K 0.43% 50
2024
Q4 		$1.47M Buy
13,633
+10,170
+294% +$1.19M 0.37% 51
2024
Q3 		$406K Sell
3,463
-270
-7% -$31.2K 0.1% 60
2024
Q2 		$430K Hold
3,733
– – 0.11% 57
2024
Q1 		$434K Sell
3,733
-472
-11% -$49.4K 0.12% 53
2023
Q4 		$420K Sell
4,205
-158
-4% -$16.6K 0.12% 53
2023
Q3 		$513K Buy
4,363
+1,183
+37% +$130K 0.17% 49
2023
Q2 		$341K Hold
3,180
– – 0.11% 53
2023
Q1 		$349K Sell
3,180
-150
-5% -$16.6K 0.12% 55
2022
Q4 		$367K Sell
3,330
-150
-4% -$16.1K 0.15% 57
2022
Q3 		$304K Buy
3,480
+400
+13% +$36.5K 0.16% 59
2022
Q2 		$264K Sell
3,080
-25
-0.8% -$2.25K 0.11% 61
2022
Q1 		$256K Sell
3,105
-465
-13% -$36.1K 0.08% 68
2021
Q4 		$218K Buy
3,570
+2,000
+127% +$125K 0.05% 77
2021
Q3 		$92K Buy
+1,570
New +$89.5K 0.03% 94
2021
Q2 		– Sell
-4,705
Closed -$263K – 87
2021
Q1 		$263K Buy
+4,705
New +$247K 0.08% 72
2019
Q2 		– Sell
-2,674
Closed -$216K – 75
2019
Q1 		$216K Buy
+2,674
New +$204K 0.09% 72
2018
Q4 		– Sell
-2,800
Closed -$238K – 82
2018
Q3 		$238K Hold
2,800
– – 0.09% 76
2018
Q2 		$232K Sell
2,800
-1,070
-28% -$85.3K 0.1% 78
2018
Q1 		$289K Sell
3,870
-504
-12% -$40.3K 0.13% 73
2017
Q4 		$366K Buy
4,374
+639
+17% +$52.9K 0.16% 67
2017
Q3 		$306K Sell
3,735
-111
-3% -$8.81K 0.14% 69
2017
Q2 		$310K Sell
3,846
-450
-10% -$36.8K 0.14% 71
2017
Q1 		$352K Sell
4,296
-409
-9% -$34.2K 0.16% 69
2016
Q4 		$425K Buy
4,705
+150
+3% +$13.1K 0.21% 66
2016
Q3 		$398K Sell
4,555
-55
-1% -$4.88K 0.2% 67
2016
Q2 		$432K Sell
4,610
-168
-4% -$14.9K 0.23% 65
2016
Q1 		$399K Sell
4,778
-300
-6% -$24K 0.2% 65
2015
Q4 		$396K Hold
5,078
– – 0.21% 68
2015
Q3 		$378K Sell
5,078
-833
-14% -$64.2K 0.21% 66
2015
Q2 		$492K Sell
5,911
-359
-6% -$30.9K 0.25% 69
2015
Q1 		$533K Buy
6,270
+1,541
+33% +$137K 0.26% 70
2014
Q4 		$437K Buy
4,729
+669
+16% +$62.4K 0.22% 72
2014
Q3 		$382K Sell
4,060
-80
-2% -$7.97K 0.2% 76
2014
Q2 		$417K Sell
4,140
-341
-8% -$34.4K 0.22% 77
2014
Q1 		$438K Buy
4,481
+154
+4% +$14.7K 0.22% 81
2013
Q4 		$438K Sell
4,327
-68
-2% -$6.29K 0.23% 78
2013
Q3 		$378K Buy
4,395
+423
+11% +$38.1K 0.22% 77
2013
Q2 		$359K Buy
+3,972
New +$357K 0.21% 77

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

Carderock Capital Management's XOM Position: Q2 2026 in Review

Carderock Capital Management reduced its ExxonMobil (XOM) stake by 29% in Q2 2026, selling an estimated $445K and leaving 7,233 shares worth $989K. The position accounts for 0.22% of the portfolio, ranked #49.

Carderock Capital Management first reported a position in XOM in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.73M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Carderock Capital Management held 7,233 shares of ExxonMobil worth $989K as of Q2 2026.
  • Carderock Capital Management sold 2,975 ExxonMobil shares in Q2 2026, an estimated $445K.
  • ExxonMobil made up 0.22% of Carderock Capital Management's portfolio in Q2 2026, its #49 holding.
  • Carderock Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 44 quarters since.
  • Carderock Capital Management's ExxonMobil position peaked at $1.73M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Carderock Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.