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Clayton Financial Group’s ExxonMobil XOM Stock Holding History

Clayton Financial 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 		– Sell
-518
Closed -$87.9K – 586
2026
Q1 		$87.9K Hold
518
– – 0.05% 108
2025
Q4 		$62.3K Buy
518
+167
+48% +$19.4K 0.03% 136
2025
Q3 		$39.6K Buy
+351
New +$39K 0.03% 103
2025
Q2 		– Sell
-8,693
Closed -$1.03M – 118
2025
Q1 		$1.03M Sell
8,693
-543
-6% -$60.1K 0.38% 43
2024
Q4 		$994K Buy
9,236
+162
+2% +$18.9K 0.36% 43
2024
Q3 		$1.06M Buy
9,074
+693
+8% +$80K 0.4% 41
2024
Q2 		$974K Hold
8,381
– – 0.42% 40
2024
Q1 		$974K Buy
+8,381
New +$877K 0.44% 39

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Clayton Financial Group's XOM Position: Q2 2026 in Review

Clayton Financial Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 518 shares — an estimated $87.9K sold.

Clayton Financial Group first reported a position in XOM in Q1 2024 and held it in 8 quarters. The position peaked at $1.06M in Q3 2024. 1,309 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Clayton Financial Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 518 ExxonMobil shares in Q2 2026, an estimated $87.9K.
  • Clayton Financial Group first reported a position in ExxonMobil in Q1 2024 and held it in 8 quarters.
  • Clayton Financial Group's ExxonMobil position peaked at $1.06M in Q3 2024.
  • 1,309 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.