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Colonial River Investments’s ExxonMobil XOM Stock Holding History

Colonial River Investments’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 		$2.38M Sell
17,419
-1,901
-10% -$285K 0.68% 38
2026
Q1 		$3.28M Buy
19,320
+431
+2% +$62.9K 1.17% 18
2025
Q4 		$2.27M Sell
18,889
-481
-2% -$55.8K 0.81% 21
2025
Q3 		$2.18M Sell
19,370
-680
-3% -$75.6K 0.81% 24
2025
Q2 		$2.3M Buy
20,050
+205
+1% +$21.9K 0.99% 18
2025
Q1 		$2.36M Sell
19,845
-1,007
-5% -$111K 1.3% 14
2024
Q4 		$2.24M Buy
20,852
+7
+0% +$819 1.09% 22
2024
Q3 		$2.44M Buy
20,845
+1,283
+7% +$148K 1.21% 16
2024
Q2 		$2.25M Sell
19,562
-614
-3% -$71.5K 1.21% 19
2024
Q1 		$2.35M Sell
20,176
-1,784
-8% -$187K 1.32% 18
2023
Q4 		$2.2M Sell
21,960
-6,116
-22% -$643K 1.31% 13
2023
Q3 		$3.3M Buy
28,076
+8,594
+44% +$943K 2.16% 8
2023
Q2 		$2.09M Sell
19,482
-1,907
-9% -$208K 1.37% 16
2023
Q1 		$2.35M Buy
21,389
+778
+4% +$86.1K 1.38% 12
2022
Q4 		$2.27M Buy
20,611
+943
+5% +$101K 1.45% 15
2022
Q3 		$1.72M Sell
19,668
-711
-3% -$64.9K 1.2% 21
2022
Q2 		$1.75M Sell
20,379
-1,670
-8% -$151K 1.14% 20
2022
Q1 		$1.82M Buy
22,049
+1,182
+6% +$91.9K 1.05% 24
2021
Q4 		$1.28M Buy
+20,867
New +$1.3M 0.69% 36
2021
Q3 		– Sell
-20,461
Closed -$1.29M – 192
2021
Q2 		$1.29M Buy
20,461
+8
+0% +$478 0.92% 32
2021
Q1 		$1.14M Sell
20,453
-12
-0.1% -$629 0.92% 32
2020
Q4 		$1.04K Buy
+20,465
New +$767K 0.47% 36

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

Colonial River Investments's XOM Position: Q2 2026 in Review

Colonial River Investments reduced its ExxonMobil (XOM) stake by 9.8% in Q2 2026, selling an estimated $285K and leaving 17,419 shares worth $2.38M. The position accounts for 0.68% of the portfolio, ranked #38.

Colonial River Investments first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.3M in Q3 2023. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Colonial River Investments held 17,419 shares of ExxonMobil worth $2.38M as of Q2 2026.
  • Colonial River Investments sold 1,901 ExxonMobil shares in Q2 2026, an estimated $285K.
  • ExxonMobil made up 0.68% of Colonial River Investments's portfolio in Q2 2026, its #38 holding.
  • Colonial River Investments first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • Colonial River Investments's ExxonMobil position peaked at $3.3M in Q3 2023.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.