CFO
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Collective Family Office’s ExxonMobil XOM Stock Holding History

Collective Family Office’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 		$335K Sell
2,453
-105
-4% -$15.7K 0.07% 140
2026
Q1 		$434K Sell
2,558
-293
-10% -$42.8K 0.1% 117
2025
Q4 		$343K Buy
2,851
+99
+4% +$11.5K 0.08% 126
2025
Q3 		$310K Buy
2,752
+52
+2% +$5.78K 0.07% 132
2025
Q2 		$291K Buy
2,700
+504
+23% +$53.9K 0.07% 136
2025
Q1 		$261K Sell
2,196
-100
-4% -$11.1K 0.07% 146
2024
Q4 		$247K Buy
2,296
+144
+7% +$16.8K 0.07% 151
2024
Q3 		$252K Sell
2,152
-280
-12% -$32.3K 0.07% 158
2024
Q2 		$280K Sell
2,432
-60
-2% -$6.99K 0.08% 152
2024
Q1 		$290K Buy
2,492
+405
+19% +$42.4K 0.09% 146
2023
Q4 		$209K Sell
2,087
-401
-16% -$42.1K 0.07% 167
2023
Q3 		$293K Sell
2,488
-23
-0.9% -$2.52K 0.11% 134
2023
Q2 		$269K Sell
2,511
-236
-9% -$25.8K 0.11% 148
2023
Q1 		$301K Buy
2,747
+401
+17% +$44.4K 0.12% 132
2022
Q4 		$259K Buy
+2,346
New +$251K 0.12% 143

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Collective Family Office's XOM Position: Q2 2026 in Review

Collective Family Office reduced its ExxonMobil (XOM) stake by 4.1% in Q2 2026, selling an estimated $15.7K and leaving 2,453 shares worth $335K. The position accounts for 0.07% of the portfolio, ranked #140.

Collective Family Office first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $434K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Collective Family Office held 2,453 shares of ExxonMobil worth $335K as of Q2 2026.
  • Collective Family Office sold 105 ExxonMobil shares in Q2 2026, an estimated $15.7K.
  • ExxonMobil made up 0.07% of Collective Family Office's portfolio in Q2 2026, its #140 holding.
  • Collective Family Office first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Collective Family Office's ExxonMobil position peaked at $434K in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.