Clune & Associates’s ExxonMobil XOM Stock Holding History

Clune & 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	$1.91M	Sell	13,999 -317	-2%	-$47.4K	0.29%	58
2026 Q1	$2.43M	Buy	14,316 +13	+0.1%	+$1.9K	0.46%	56
2025 Q4	$1.72M	Buy	14,303 +2,027	+17%	+$235K	0.37%	67
2025 Q3	$1.38M	Buy	12,276 +704	+6%	+$78.3K	0.35%	69
2025 Q2	$1.25M	Sell	11,572 -60	-0.5%	-$6.41K	0.34%	69
2025 Q1	$1.38M	Sell	11,632 -98	-0.8%	-$10.8K	0.42%	64
2024 Q4	$1.26M	Buy	+11,730	New	+$1.37M	0.42%	64

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

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

Clune & Associates reduced its ExxonMobil (XOM) stake by 2.2% in Q2 2026, selling an estimated $47.4K and leaving 13,999 shares worth $1.91M. The position accounts for 0.29% of the portfolio, ranked #58.

Clune & Associates first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.43M in Q1 2026. 1,010 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Clune & Associates held 13,999 shares of ExxonMobil worth $1.91M as of Q2 2026.
Clune & Associates sold 317 ExxonMobil shares in Q2 2026, an estimated $47.4K.
ExxonMobil made up 0.29% of Clune & Associates's portfolio in Q2 2026, its #58 holding.
Clune & Associates first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's ExxonMobil position peaked at $2.43M in Q1 2026.
1,010 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.