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Chatterton & Associates’s ExxonMobil XOM Stock Holding History

Chatterton & Associates’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
-5,467
Closed -$848K – 110
2026
Q1 		$848K Buy
5,467
+616
+13% +$89.9K 0.59% 40
2025
Q4 		$584K Buy
+4,851
New +$563K 0.5% 43

Other funds holding XOM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Chatterton & Associates's XOM Position: Q2 2026 in Review

Chatterton & Associates sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 5,467 shares — an estimated $848K sold.

Chatterton & Associates first reported a position in XOM in Q4 2025 and held it in 2 quarters. The position peaked at $848K in Q1 2026. 2,685 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Chatterton & Associates reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Chatterton & Associates sold 5,467 ExxonMobil shares in Q2 2026, an estimated $848K.
  • Chatterton & Associates first reported a position in ExxonMobil in Q4 2025 and held it in 2 quarters.
  • Chatterton & Associates's ExxonMobil position peaked at $848K in Q1 2026.
  • 2,685 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.