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Confluence Investment Management’s ExxonMobil XOM Stock Holding History

Confluence Investment 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 		$1.34M Buy
9,784
+453
+5% +$67.8K 0.02% 182
2026
Q1 		$1.58M Buy
9,331
+447
+5% +$65.2K 0.02% 164
2025
Q4 		$1.07M Buy
8,884
+1,848
+26% +$214K 0.02% 215
2025
Q3 		$793K Buy
7,036
+839
+14% +$93.3K 0.01% 233
2025
Q2 		$668K Buy
6,197
+123
+2% +$13.1K 0.01% 235
2025
Q1 		$722K Buy
6,074
+116
+2% +$12.8K 0.01% 232
2024
Q4 		$641K Buy
5,958
+332
+6% +$38.8K 0.01% 233
2024
Q3 		$659K Buy
5,626
+185
+3% +$21.4K 0.01% 239
2024
Q2 		$626K Buy
5,441
+561
+11% +$65.3K 0.01% 230
2024
Q1 		$567K Sell
4,880
-105
-2% -$11K 0.01% 235
2023
Q4 		$498K Buy
4,985
+283
+6% +$29.7K 0.01% 245
2023
Q3 		$553K Sell
4,702
-60
-1% -$6.58K 0.01% 219
2023
Q2 		$511K Sell
4,762
-150
-3% -$16.4K 0.01% 231
2023
Q1 		$539K Sell
4,912
-1,416
-22% -$157K 0.01% 225
2022
Q4 		$698K Hold
6,328
– – 0.01% 217
2022
Q3 		$552K Buy
6,328
+256
+4% +$23.4K 0.01% 220
2022
Q2 		$520K Buy
6,072
+763
+14% +$68.8K 0.01% 229
2022
Q1 		$438K Buy
+5,309
New +$413K 0.01% 247
2020
Q1 		– Sell
-227,774
Closed -$17.5M – 330
2019
Q4 		$17.5M Sell
227,774
-18,942
-8% -$1.31M 0.28% 93
2019
Q3 		$17.4M Buy
246,716
+18,942
+8% +$1.37M 0.27% 92
2019
Q2 		$17.5M Buy
227,774
+10,988
+5% +$851K 0.28% 93
2019
Q1 		$17.5M Buy
216,786
+16,410
+8% +$1.25M 0.3% 87
2018
Q4 		$13.7M Buy
200,376
+9,572
+5% +$751K 0.26% 94
2018
Q3 		$16.2M Buy
190,804
+10,943
+6% +$895K 0.28% 85
2018
Q2 		$14.9M Buy
179,861
+8,490
+5% +$676K 0.26% 86
2018
Q1 		$12.8M Buy
171,371
+7,670
+5% +$613K 0.24% 90
2017
Q4 		$13.7M Buy
163,701
+3,791
+2% +$314K 0.25% 87
2017
Q3 		$13.1M Buy
159,910
+8,527
+6% +$677K 0.25% 89
2017
Q2 		$12.2M Buy
151,383
+7,684
+5% +$629K 0.25% 91
2017
Q1 		$11.8M Buy
143,699
+8,728
+6% +$729K 0.26% 87
2016
Q4 		$12.2M Buy
134,971
+9,687
+8% +$846K 0.3% 77
2016
Q3 		$10.9M Buy
125,284
+6,827
+6% +$606K 0.29% 81
2016
Q2 		$11.1M Buy
118,457
+10,885
+10% +$962K 0.31% 77
2016
Q1 		$8.99M Buy
107,572
+6,917
+7% +$554K 0.27% 85
2015
Q4 		$7.85M Buy
100,655
+5,640
+6% +$451K 0.26% 97
2015
Q3 		$7.06M Buy
95,015
+19,741
+26% +$1.52M 0.26% 98
2015
Q2 		$6.26M Buy
75,274
+3,842
+5% +$330K 0.23% 115
2015
Q1 		$6.07M Buy
71,432
+6,908
+11% +$613K 0.23% 114
2014
Q4 		$5.96M Buy
64,524
+4,400
+7% +$410K 0.24% 103
2014
Q3 		$5.66M Buy
60,124
+5,508
+10% +$549K 0.25% 99
2014
Q2 		$5.5M Sell
54,616
-10,503
-16% -$1.06M 0.25% 98
2014
Q1 		$6.36M Buy
65,119
+8,510
+15% +$811K 0.32% 74
2013
Q4 		$5.73M Buy
56,609
+1,106
+2% +$102K 0.32% 76
2013
Q3 		$4.78M Buy
55,503
+4,167
+8% +$376K 0.3% 82
2013
Q2 		$4.64M Buy
+51,336
New +$4.62M 0.32% 80

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

Confluence Investment Management's XOM Position: Q2 2026 in Review

Confluence Investment Management increased its ExxonMobil (XOM) stake by 4.9% in Q2 2026, buying an estimated $67.8K and bringing the position to 9,784 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #182.

Confluence Investment Management first reported a position in XOM in Q2 2013 and has held it in 45 quarters since. The position peaked at $17.5M in Q1 2019. 2,139 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Confluence Investment Management held 9,784 shares of ExxonMobil worth $1.34M as of Q2 2026.
  • Confluence Investment Management bought 453 ExxonMobil shares in Q2 2026, an estimated $67.8K.
  • ExxonMobil made up 0.02% of Confluence Investment Management's portfolio in Q2 2026, its #182 holding.
  • Confluence Investment Management first reported a position in ExxonMobil in Q2 2013 and has held it in 45 quarters since.
  • Confluence Investment Management's ExxonMobil position peaked at $17.5M in Q1 2019.
  • 2,139 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.