Convergence Investment Partners’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.59M Buy
48,213
+1,285
+3% +$192K 0.62% 46
2026
Q1
$7.96M Buy
46,928
+16,031
+52% +$2.34M 1.3% 13
2025
Q4
$3.72M Sell
30,897
-46
-0.1% -$5.33K 0.74% 34
2025
Q3
$3.49M Buy
30,943
+522
+2% +$58K 0.78% 28
2025
Q2
$3.28M Sell
30,421
-530
-2% -$56.7K 0.83% 29
2025
Q1
$3.68M Sell
30,951
-1,566
-5% -$173K 1.02% 22
2024
Q4
$3.5M Sell
32,517
-8,522
-21% -$997K 0.78% 29
2024
Q3
$4.81M Sell
41,039
-641
-2% -$74K 1.3% 15
2024
Q2
$4.8M Buy
41,680
+8,526
+26% +$993K 1.4% 12
2024
Q1
$3.85M Sell
33,154
-5,388
-14% -$564K 1.48% 10
2023
Q4
$3.85M Sell
38,542
-2,375
-6% -$250K 2.01% 4
2023
Q3
$4.81M Buy
40,917
+1,569
+4% +$172K 2.85% 3
2023
Q2
$4.22M Sell
39,348
-162
-0.4% -$17.7K 2.42% 4
2023
Q1
$4.33M Sell
39,510
-1,838
-4% -$203K 2.55% 4
2022
Q4
$4.56M Buy
41,348
+51
+0.1% +$5.46K 2.7% 1
2022
Q3
$3.61M Buy
41,297
+6,303
+18% +$575K 2.35% 3
2022
Q2
$3M Sell
34,994
-5
-0% -$451 1.81% 6
2022
Q1
$2.89M Buy
34,999
+3,348
+11% +$260K 1.49% 10
2021
Q4
$1.94M Sell
31,651
-495
-2% -$30.9K 0.99% 27
2021
Q3
$1.89M Sell
32,146
-12,899
-29% -$735K 1.02% 24
2021
Q2
$2.84M Sell
45,045
-389
-0.9% -$23.2K 1.22% 15
2021
Q1
$2.54M Buy
45,434
+1,408
+3% +$73.8K 1.16% 17
2020
Q4
$1.81M Buy
44,026
+6,568
+18% +$246K 0.91% 34
2020
Q3
$1.29M Buy
37,458
+255
+0.7% +$10.4K 0.45% 75
2020
Q2
$1.66M Buy
37,203
+6,744
+22% +$302K 0.57% 57
2020
Q1
$1.16M Sell
30,459
-7,229
-19% -$399K 0.51% 60
2019
Q4
$2.63M Buy
37,688
+1,057
+3% +$73.1K 0.75% 38
2019
Q3
$2.59M Sell
36,631
-1,467
-4% -$106K 0.72% 36
2019
Q2
$2.92M Sell
38,098
-20,644
-35% -$1.6M 0.71% 37
2019
Q1
$4.75M Buy
58,742
+16,682
+40% +$1.27M 1.04% 17
2018
Q4
$2.87M Buy
42,060
+5,942
+16% +$466K 0.66% 41
2018
Q3
$3.07M Buy
36,118
+823
+2% +$67.3K 0.63% 45
2018
Q2
$2.92M Buy
35,295
+926
+3% +$73.8K 0.41% 98
2018
Q1
$2.56M Sell
34,369
-18,295
-35% -$1.46M 0.33% 111
2017
Q4
$4.41M Buy
52,664
+876
+2% +$72.5K 0.59% 39
2017
Q3
$4.25M Buy
51,788
+17,338
+50% +$1.38M 0.6% 38
2017
Q2
$2.78M Buy
34,450
+1,967
+6% +$161K 0.41% 79
2017
Q1
$2.66M Sell
32,483
-1,470
-4% -$123K 0.37% 98
2016
Q4
$3.06M Sell
33,953
-872
-3% -$76.2K 0.42% 82
2016
Q3
$3.04M Sell
34,825
-1,014
-3% -$90K 0.45% 72
2016
Q2
$3.36M Sell
35,839
-580
-2% -$51.3K 0.46% 76
2016
Q1
$3.04M Buy
36,419
+683
+2% +$54.7K 0.36% 99
2015
Q4
$2.79M Sell
35,736
-44
-0.1% -$3.52K 0.31% 115
2015
Q3
$2.66M Sell
35,780
-4,956
-12% -$382K 0.31% 121
2015
Q2
$3.39M Sell
40,736
-11,948
-23% -$1.03M 0.33% 109
2015
Q1
$4.48M Sell
52,684
-44,585
-46% -$3.95M 0.62% 29
2014
Q4
$8.99M Sell
97,269
-46,177
-32% -$4.31M 1.2% 5
2014
Q3
$13.5M Sell
143,446
-20,696
-13% -$2.06M 1.85% 2
2014
Q2
$16.5M Buy
164,142
+35,522
+28% +$3.58M 2.18% 1
2014
Q1
$12.6M Sell
128,620
-7,195
-5% -$686K 1.91% 4
2013
Q4
$13.7M Sell
135,815
-6,980
-5% -$645K 2.23% 4
2013
Q3
$12.3M Buy
142,795
+41,336
+41% +$3.73M 2.6% 3
2013
Q2
$9.17M Buy
+101,459
New +$9.13M 2.38% 4

Other funds holding XOM

Convergence Investment Partners's XOM Position: Q2 2026 in Review

Convergence Investment Partners increased its ExxonMobil (XOM) stake by 2.7% in Q2 2026, buying an estimated $192K and bringing the position to 48,213 shares worth $6.59M. The position accounts for 0.62% of the portfolio, ranked #46.

Convergence Investment Partners first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.5M in Q2 2014. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Convergence Investment Partners held 48,213 shares of ExxonMobil worth $6.59M as of Q2 2026.
  • Convergence Investment Partners bought 1,285 ExxonMobil shares in Q2 2026, an estimated $192K.
  • ExxonMobil made up 0.62% of Convergence Investment Partners's portfolio in Q2 2026, its #46 holding.
  • Convergence Investment Partners first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Convergence Investment Partners's ExxonMobil position peaked at $16.5M in Q2 2014.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.