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Chicago Trust’s ExxonMobil XOM Stock Holding History

Chicago Trust’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 		$8.27M Sell
60,511
-2,389
-4% -$358K 1.2% 16
2026
Q1 		$10.7M Buy
62,900
+3,107
+5% +$453K 1.71% 11
2025
Q4 		$7.2M Sell
59,793
-691
-1% -$80.1K 1.12% 16
2025
Q3 		$6.82M Buy
60,484
+1,506
+3% +$167K 0.95% 20
2025
Q2 		$6.36M Buy
58,978
+2,591
+5% +$277K 0.89% 22
2025
Q1 		$6.71M Sell
56,387
-1,221
-2% -$135K 1.19% 13
2024
Q4 		$6.2M Sell
57,608
-46
-0.1% -$5.38K 1.1% 14
2024
Q3 		$6.76M Buy
57,654
+927
+2% +$107K 1.17% 13
2024
Q2 		$6.53M Buy
56,727
+1,506
+3% +$175K 1.32% 13
2024
Q1 		$6.42M Buy
55,221
+731
+1% +$76.5K 1.33% 12
2023
Q4 		$5.45M Sell
54,490
-4,274
-7% -$449K 1.21% 13
2023
Q3 		$6.91M Buy
58,764
+955
+2% +$105K 1.74% 6
2023
Q2 		$6.2M Sell
57,809
-481
-0.8% -$52.5K 1.49% 8
2023
Q1 		$6.39M Sell
58,290
-678
-1% -$75K 1.6% 7
2022
Q4 		$6.5M Sell
58,968
-2,398
-4% -$257K 1.62% 9
2022
Q3 		$5.36M Sell
61,366
-7,404
-11% -$676K 1.39% 12
2022
Q2 		$5.89M Buy
68,770
+1,081
+2% +$97.5K 1.48% 9
2022
Q1 		$5.59M Sell
67,689
-6,948
-9% -$540K 1.2% 12
2021
Q4 		$4.57M Buy
74,637
+6,246
+9% +$390K 0.91% 24
2021
Q3 		$4.02M Sell
68,391
-6,329
-8% -$361K 0.88% 25
2021
Q2 		$4.71M Buy
74,720
+10,485
+16% +$626K 1.12% 14
2021
Q1 		$3.59M Buy
64,235
+3,419
+6% +$179K 1.23% 20
2020
Q4 		$2.51M Sell
60,816
-1,173
-2% -$44K 0.86% 33
2020
Q3 		$2.13M Buy
61,989
+1,969
+3% +$80.5K 0.89% 33
2020
Q2 		$2.69M Buy
60,020
+11
+0% +$493 1.19% 21
2020
Q1 		$2.28M Buy
60,009
+1,475
+3% +$81.4K 1.15% 24
2019
Q4 		$4.08M Sell
58,534
-1,726
-3% -$119K 1.66% 11
2019
Q3 		$4.25M Buy
60,260
+2,981
+5% +$216K 1.8% 9
2019
Q2 		$4.39K Sell
57,279
-7,659
-12% -$593K 1.87% 8
2019
Q1 		$5.25K Sell
64,938
-175
-0.3% -$13.3K 2.26% 5
2018
Q4 		$4.44K Sell
65,113
-3,750
-5% -$294K 2.1% 8
2018
Q3 		$5.86M Sell
68,863
-2,494
-3% -$204K 2.33% 6
2018
Q2 		$5.9M Sell
71,357
-1,831
-3% -$146K 2.51% 5
2018
Q1 		$5.46M Buy
73,188
+725
+1% +$58K 2.33% 6
2017
Q4 		$6.06M Buy
72,463
+2,250
+3% +$186K 2.42% 6
2017
Q3 		$5.76K Buy
70,213
+4,778
+7% +$379K 2.43% 6
2017
Q2 		$5.28K Buy
65,435
+1,661
+3% +$136K 2.35% 6
2017
Q1 		$5.23K Sell
63,774
-7,036
-10% -$588K 2.31% 5
2016
Q4 		$6.39M Sell
70,810
-3,322
-4% -$290K 2.77% 2
2016
Q3 		$6.47M Sell
74,132
-10,966
-13% -$973K 2.82% 3
2016
Q2 		$7.98M Sell
85,098
-5,748
-6% -$508K 3.28% 2
2016
Q1 		$7.59M Sell
90,846
-11,354
-11% -$909K 3.15% 2
2015
Q4 		$7.97M Sell
102,200
-26,652
-21% -$2.13M 3.09% 3
2015
Q3 		$9.58M Sell
128,852
-10,212
-7% -$787K 3.68% 1
2015
Q2 		$11.6M Sell
139,064
-14,413
-9% -$1.24M 4.07% 1
2015
Q1 		$13M Buy
+153,477
New +$13.6M 4.47% 1

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Chicago Trust's XOM Position: Q2 2026 in Review

Chicago Trust reduced its ExxonMobil (XOM) stake by 3.8% in Q2 2026, selling an estimated $358K and leaving 60,511 shares worth $8.27M. The position accounts for 1.2% of the portfolio, ranked #16.

Chicago Trust first reported a position in XOM in Q1 2015 and has held it in 46 quarters since. The position peaked at $13M in Q1 2015. 877 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Chicago Trust held 60,511 shares of ExxonMobil worth $8.27M as of Q2 2026.
  • Chicago Trust sold 2,389 ExxonMobil shares in Q2 2026, an estimated $358K.
  • ExxonMobil made up 1.2% of Chicago Trust's portfolio in Q2 2026, its #16 holding.
  • Chicago Trust first reported a position in ExxonMobil in Q1 2015 and has held it in 46 quarters since.
  • Chicago Trust's ExxonMobil position peaked at $13M in Q1 2015.
  • 877 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.