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Cooper Financial Group’s ExxonMobil XOM Stock Holding History

Cooper Financial Group’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 		$4.77M Sell
34,894
-2,504
-7% -$375K 0.4% 50
2026
Q1 		$6.34M Buy
37,398
+5,340
+17% +$779K 0.64% 31
2025
Q4 		$3.86M Buy
32,058
+516
+2% +$59.8K 0.41% 43
2025
Q3 		$3.56M Sell
31,542
-419
-1% -$46.6K 0.39% 43
2025
Q2 		$3.45M Sell
31,961
-3,145
-9% -$336K 0.41% 44
2025
Q1 		$4.18M Sell
35,106
-5,184
-13% -$573K 0.55% 37
2024
Q4 		$4.33M Buy
40,290
+732
+2% +$85.6K 0.52% 37
2024
Q3 		$4.64M Buy
39,558
+6,886
+21% +$795K 0.6% 31
2024
Q2 		$3.76M Buy
32,672
+12,645
+63% +$1.47M 0.55% 31
2024
Q1 		$2.33M Sell
20,027
-1,966
-9% -$206K 0.38% 47
2023
Q4 		$2.2M Buy
21,993
+952
+5% +$100K 0.4% 44
2023
Q3 		$2.47M Sell
21,041
-159
-0.8% -$17.4K 0.59% 31
2023
Q2 		$2.27M Buy
21,200
+120
+0.6% +$13.1K 0.56% 35
2023
Q1 		$2.31M Sell
21,080
-286
-1% -$31.6K 0.62% 30
2022
Q4 		$2.36M Sell
21,366
-740
-3% -$79.3K 0.72% 26
2022
Q3 		$1.93M Buy
22,106
+361
+2% +$33K 0.69% 30
2022
Q2 		$1.86M Sell
21,745
-582
-3% -$52.5K 0.68% 35
2022
Q1 		$1.84M Buy
22,327
+106
+0.5% +$8.24K 0.7% 32
2021
Q4 		$1.36M Sell
22,221
-1,174
-5% -$73.4K 0.51% 47
2021
Q3 		$1.38M Sell
23,395
-21
-0.1% -$1.2K 0.29% 58
2021
Q2 		$1.48M Sell
23,416
-470
-2% -$28.1K 0.3% 54
2021
Q1 		$1.33M Sell
23,886
-8,282
-26% -$434K 0.3% 50
2020
Q4 		$1.33M Buy
32,168
+7,128
+28% +$267K 0.27% 64
2020
Q3 		$860K Sell
25,040
-1,513
-6% -$61.9K 0.25% 58
2020
Q2 		$1.19M Buy
26,553
+108
+0.4% +$4.84K 0.38% 43
2020
Q1 		$1M Buy
26,445
+9,478
+56% +$523K 0.42% 40
2019
Q4 		$1.18M Buy
16,967
+6
+0% +$415 0.47% 31
2019
Q3 		$1.2M Buy
16,961
+1,400
+9% +$101K 0.54% 29
2019
Q2 		$1.19M Buy
15,561
+8,954
+136% +$693K 0.58% 27
2019
Q1 		$534K Buy
6,607
+2,277
+53% +$174K 0.29% 52
2018
Q4 		$295K Buy
+4,330
New +$340K 0.2% 72

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

Cooper Financial Group's XOM Position: Q2 2026 in Review

Cooper Financial Group reduced its ExxonMobil (XOM) stake by 6.7% in Q2 2026, selling an estimated $375K and leaving 34,894 shares worth $4.77M. The position accounts for 0.4% of the portfolio, ranked #50.

Cooper Financial Group first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.34M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cooper Financial Group held 34,894 shares of ExxonMobil worth $4.77M as of Q2 2026.
  • Cooper Financial Group sold 2,504 ExxonMobil shares in Q2 2026, an estimated $375K.
  • ExxonMobil made up 0.4% of Cooper Financial Group's portfolio in Q2 2026, its #50 holding.
  • Cooper Financial Group first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
  • Cooper Financial Group's ExxonMobil position peaked at $6.34M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.