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
2020
Q4 		– Sell
-1,200
Closed -$1K – 485
2020
Q3 		$1K Buy
+1,200
New +$49.1K ﹤0.01% 414

Other funds holding XOM

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
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

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. 2,360 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.
  • 2,360 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.