CPIG
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Chicago Partners Investment Group’s ExxonMobil XOM Stock Holding History

Chicago Partners Investment Group’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 		$10.9M Buy
69,524
+2,406
+4% +$360K 0.22% 81
2026
Q1 		$10M Buy
67,118
+1,967
+3% +$287K 0.22% 85
2025
Q4 		$8.79M Buy
65,151
+310
+0.5% +$36K 0.22% 87
2025
Q3 		$7.46M Sell
64,841
-585
-0.9% -$65K 0.2% 98
2025
Q2 		$7.19M Buy
65,426
+146
+0.2% +$15.6K 0.21% 96
2025
Q1 		$6.83M Buy
65,280
+595
+0.9% +$65.8K 0.23% 94
2024
Q4 		$6.92M Buy
64,685
+1,196
+2% +$140K 0.23% 92
2024
Q3 		$7.64M Sell
63,489
-1,859
-3% -$215K 0.27% 81
2024
Q2 		$7.72M Buy
65,348
+4,009
+7% +$467K 0.3% 77
2024
Q1 		$7.42M Buy
61,339
+494
+0.8% +$51.7K 0.32% 74
2023
Q4 		$6.06M Buy
60,845
+3,106
+5% +$326K 0.28% 79
2023
Q3 		$6.32M Sell
57,739
-953
-2% -$105K 0.34% 70
2023
Q2 		$6.18M Buy
58,692
+7,870
+15% +$859K 0.32% 70
2023
Q1 		$6.01M Buy
50,822
+1,040
+2% +$115K 0.35% 66
2022
Q4 		$5.72M Sell
49,782
-4,245
-8% -$455K 0.35% 63
2022
Q3 		$6.14M Buy
54,027
+2,048
+4% +$187K 0.44% 54
2022
Q2 		$5.04M Buy
51,979
+3,101
+6% +$280K 0.36% 60
2022
Q1 		$4.43M Sell
48,878
-39
-0.1% -$3.03K 0.34% 69
2021
Q4 		$3.86M Sell
48,917
-1,476
-3% -$92.2K 0.27% 80
2021
Q3 		$3.24M Sell
50,393
-459
-0.9% -$26.2K 0.23% 90
2021
Q2 		$2.97M Sell
50,852
-1,637
-3% -$97.7K 0.22% 85
2021
Q1 		$2.92M Buy
52,489
+204
+0.4% +$10.7K 0.24% 82
2020
Q4 		$2.48M Buy
52,285
+1,887
+4% +$70.8K 0.24% 81
2020
Q3 		$1.68M Sell
50,398
-5,579
-10% -$228K 0.2% 93
2020
Q2 		$2.47M Buy
55,977
+2,321
+4% +$104K 0.31% 56
2020
Q1 		$2.32M Buy
53,656
+7,834
+17% +$433K 0.36% 52
2019
Q4 		$3.15M Buy
45,822
+2,889
+7% +$200K 0.39% 50
2019
Q3 		$2.97M Sell
42,933
-140
-0.3% -$10.1K 0.42% 49
2019
Q2 		$3.23M Buy
43,073
+319
+0.7% +$24.7K 0.46% 47
2019
Q1 		$3.47M Sell
42,754
-3,509
-8% -$268K 0.51% 43
2018
Q4 		$3.33M Sell
46,263
-1,044
-2% -$81.9K 0.49% 48
2018
Q3 		$3.65M Buy
47,307
+21,245
+82% +$1.74M 0.54% 39
2018
Q2 		$2.16M Buy
26,062
+3,409
+15% +$272K 0.33% 54
2018
Q1 		$1.69M Sell
22,653
-145
-0.6% -$11.6K 0.29% 64
2017
Q4 		$1.91M Sell
22,798
-380
-2% -$31.4K 0.31% 60
2017
Q3 		$1.9M Buy
23,178
+15,584
+205% +$1.24M 0.32% 56
2017
Q2 		$650K Sell
7,594
-13,346
-64% -$1.09M 0.17% 95
2017
Q1 		$1.72M Sell
20,940
-213
-1% -$17.8K 0.49% 46
2016
Q4 		$1.91M Buy
21,153
+126
+0.6% +$11K 0.7% 33
2016
Q3 		$1.83M Buy
21,027
+4,891
+30% +$434K 0.73% 31
2016
Q2 		$1.51M Buy
16,136
+1,741
+12% +$154K 0.73% 32
2016
Q1 		$1.2M Sell
14,395
-31
-0.2% -$2.48K 0.62% 43
2015
Q4 		$1.12M Buy
14,426
+1,024
+8% +$81.9K 0.54% 45
2015
Q3 		$996K Buy
13,402
+69
+0.5% +$5.32K 0.56% 43
2015
Q2 		$1.11M Buy
13,333
+159
+1% +$13.7K 0.5% 46
2015
Q1 		$1.22M Sell
13,174
-1,156
-8% -$103K 0.54% 45
2014
Q4 		$1.32M Buy
+14,330
New +$1.34M 0.56% 39

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

Chicago Partners Investment Group's XOM Position: Q2 2026 in Review

Chicago Partners Investment Group increased its ExxonMobil (XOM) stake by 3.6% in Q2 2026, buying an estimated $360K and bringing the position to 69,524 shares worth $10.9M. The position accounts for 0.22% of the portfolio, ranked #81.

Chicago Partners Investment Group first reported a position in XOM in Q4 2014 and has held it in 47 quarters since. 2,045 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Chicago Partners Investment Group held 69,524 shares of ExxonMobil worth $10.9M as of Q2 2026.
  • Chicago Partners Investment Group bought 2,406 ExxonMobil shares in Q2 2026, an estimated $360K.
  • ExxonMobil made up 0.22% of Chicago Partners Investment Group's portfolio in Q2 2026, its #81 holding.
  • Chicago Partners Investment Group first reported a position in ExxonMobil in Q4 2014 and has held it in 47 quarters since.
  • 2,045 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.