Cerity Partners’s ExxonMobil XOM Stock Holding History

Cerity 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	–	Sell	-1,000	Closed	-$170K	–	3585
2026 Q1	$170K	Buy	+1,000	New	+$146K	﹤0.01%	2927

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cerity Partners's XOM Position: Q2 2026 in Review

Cerity Partners reduced its ExxonMobil (XOM) stake by 5.7% in Q2 2026, selling an estimated $18.7M and leaving 2,066,962 shares worth $283M. The position accounts for 0.34% of the portfolio, ranked #55.

Cerity Partners first reported a position in XOM in Q4 2016 and has held it in 38 quarters since. The position peaked at $769M in Q1 2023. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Cerity Partners held 2,066,962 shares of ExxonMobil worth $283M as of Q2 2026.
Cerity Partners sold 124,757 ExxonMobil shares in Q2 2026, an estimated $18.7M.
ExxonMobil made up 0.34% of Cerity Partners's portfolio in Q2 2026, its #55 holding.
Cerity Partners first reported a position in ExxonMobil in Q4 2016 and has held it in 38 quarters since.
Cerity Partners's ExxonMobil position peaked at $769M in Q1 2023.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.