Conrad Siegel Investment Advisors’s ExxonMobil XOM Stock Holding History

Conrad Siegel Investment Advisors’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	$383K	Buy	2,798 +499	+22%	+$74.7K	0.06%	55
2026 Q1	$390K	Buy	2,299 +72	+3%	+$10.5K	0.07%	48
2025 Q4	$268K	Buy	2,227 +277	+14%	+$32.1K	0.05%	51
2025 Q3	$220K	Buy	1,950 +65	+3%	+$7.23K	0.05%	55
2025 Q2	$203K	Sell	1,885 -142	-7%	-$15.2K	0.05%	53
2025 Q1	$241K	Buy	2,027 +54	+3%	+$5.97K	0.06%	46
2024 Q4	$212K	Sell	1,973 -66	-3%	-$7.72K	0.06%	43
2024 Q3	$239K	Buy	2,039 +51	+3%	+$5.89K	0.06%	41
2024 Q2	$229K	Buy	1,988 +115	+6%	+$13.4K	0.07%	39
2024 Q1	$218K	Buy	+1,873	New	+$196K	0.06%	37
2022 Q2	–	Sell	-800	Closed	-$66K	–	62
2022 Q1	$66K	Buy	+800	New	+$62.2K	0.06%	28

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

Conrad Siegel Investment Advisors's XOM Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its ExxonMobil (XOM) stake by 22% in Q2 2026, buying an estimated $74.7K and bringing the position to 2,798 shares worth $383K. The position accounts for 0.06% of the portfolio, ranked #55.

Conrad Siegel Investment Advisors first reported a position in XOM in Q1 2022 and has held it in 11 quarters since. The position peaked at $390K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Conrad Siegel Investment Advisors held 2,798 shares of ExxonMobil worth $383K as of Q2 2026.
Conrad Siegel Investment Advisors bought 499 ExxonMobil shares in Q2 2026, an estimated $74.7K.
ExxonMobil made up 0.06% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #55 holding.
Conrad Siegel Investment Advisors first reported a position in ExxonMobil in Q1 2022 and has held it in 11 quarters since.
Conrad Siegel Investment Advisors's ExxonMobil position peaked at $390K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.