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Carnegie Lake Advisors’s ExxonMobil XOM Stock Holding History

Carnegie Lake Advisors’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 		– Sell
-5,433
Closed -$922K – 176
2026
Q1 		$922K Sell
5,433
-155
-3% -$22.6K 0.37% 73
2025
Q4 		$672K Hold
5,588
– – 0.26% 92
2025
Q3 		$630K Hold
5,588
– – 0.24% 98
2025
Q2 		$602K Hold
5,588
– – 0.24% 96
2025
Q1 		$665K Hold
5,588
– – 0.27% 86
2024
Q4 		$601K Hold
5,588
– – 0.24% 90
2024
Q3 		$655K Buy
+5,588
New +$645K 0.26% 89

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

Carnegie Lake Advisors's XOM Position: Q2 2026 in Review

Carnegie Lake Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 5,433 shares — an estimated $922K sold.

Carnegie Lake Advisors first reported a position in XOM in Q3 2024 and held it in 7 quarters. The position peaked at $922K in Q1 2026. 2,191 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Carnegie Lake Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Carnegie Lake Advisors sold 5,433 ExxonMobil shares in Q2 2026, an estimated $922K.
  • Carnegie Lake Advisors first reported a position in ExxonMobil in Q3 2024 and held it in 7 quarters.
  • Carnegie Lake Advisors's ExxonMobil position peaked at $922K in Q1 2026.
  • 2,191 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.