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 Q3	$1.48M	Sell	9,091 -4,908	-35%	-$767K	0.23%	68
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 $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Clune & Associates's XOM Position: Q3 2026 in Review

Clune & Associates reduced its ExxonMobil (XOM) stake by 35% in Q3 2026, selling an estimated $767K and leaving 9,091 shares worth $1.48M. The position accounts for 0.23% of the portfolio, ranked #68.

Clune & Associates first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.43M in Q1 2026. 1,522 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Clune & Associates held 9,091 shares of ExxonMobil worth $1.48M as of Q3 2026.
Clune & Associates sold 4,908 ExxonMobil shares in Q3 2026, an estimated $767K.
ExxonMobil made up 0.23% of Clune & Associates's portfolio in Q3 2026, its #68 holding.
Clune & Associates first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's ExxonMobil position peaked at $2.43M in Q1 2026.
1,522 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.