Cerity Partners’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-2,000
Closed -$339K 3586
2026
Q1
$339K Buy
+2,000
New +$292K ﹤0.01% 2525
2025
Q2
Sell
-2,000,653
Closed -$238M 2773
2025
Q1
$238M Buy
+2,000,653
New +$221M 0.48% 36

Other funds holding XOM

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.