Colorado Capital Management’s ExxonMobil XOM Stock Holding History

Colorado Capital Management’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	$813K	Hold	5,946	–	–	0.28%	60
2026 Q1	$1.01M	Sell	5,946 -33	-0.6%	-$4.82K	0.38%	55
2025 Q4	$719K	Buy	5,979 +754	+14%	+$87.5K	0.27%	62
2025 Q3	$589K	Buy	5,225 +1,535	+42%	+$171K	0.23%	67
2025 Q2	$398K	Buy	3,690 +42	+1%	+$4.49K	0.17%	72
2025 Q1	$434K	Hold	3,648	–	–	0.2%	71
2024 Q4	$392K	Sell	3,648 -19	-0.5%	-$2.22K	0.19%	70
2024 Q3	$430K	Buy	3,667 +19	+0.5%	+$2.19K	0.21%	71
2024 Q2	$420K	Hold	3,648	–	–	0.23%	72
2024 Q1	$424K	Buy	+3,648	New	+$382K	0.25%	64
2018 Q4	–	Sell	-2,814	Closed	-$239K	–	88
2018 Q3	$239K	Buy	2,814 +139	+5%	+$11.4K	0.17%	76
2018 Q2	$221K	Sell	2,675 -74	-3%	-$5.9K	0.15%	85
2018 Q1	$205K	Sell	2,749 -84	-3%	-$6.71K	0.14%	83
2017 Q4	$237K	Sell	2,833 -47	-2%	-$3.89K	0.17%	73
2017 Q3	$236K	Buy	2,880 +4	+0.1%	+$318	0.18%	68
2017 Q2	$232K	Buy	2,876 +4	+0.1%	+$327	0.18%	66
2017 Q1	$235K	Buy	+2,872	New	+$240K	0.2%	63

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Colorado Capital Management's XOM Position: Q2 2026 in Review

Colorado Capital Management held its ExxonMobil (XOM) position steady in Q2 2026 at 5,946 shares worth $813K. The position accounts for 0.28% of the portfolio, ranked #60.

Colorado Capital Management first reported a position in XOM in Q1 2017 and has held it in 17 quarters since. The position peaked at $1.01M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Colorado Capital Management held 5,946 shares of ExxonMobil worth $813K as of Q2 2026.
Colorado Capital Management left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.28% of Colorado Capital Management's portfolio in Q2 2026, its #60 holding.
Colorado Capital Management first reported a position in ExxonMobil in Q1 2017 and has held it in 17 quarters since.
Colorado Capital Management's ExxonMobil position peaked at $1.01M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.