Cottonwood Capital Advisors’s ExxonMobil XOM Stock Holding History

Cottonwood Capital 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	$233K	Buy	1,701 +7	+0.4%	+$1.05K	0.14%	87
2026 Q1	$287K	Buy	1,694 +6	+0.4%	+$876	0.2%	77
2025 Q4	$203K	Buy	+1,688	New	+$196K	0.14%	87
2025 Q3	–	Sell	-3,263	Closed	-$352K	–	130
2025 Q2	$352K	Buy	3,263 +9	+0.3%	+$962	0.24%	83
2025 Q1	$387K	Sell	3,254 -365	-10%	-$40.4K	0.28%	76
2024 Q4	$389K	Buy	3,619 +276	+8%	+$32.3K	0.28%	73
2024 Q3	$392K	Sell	3,343 -32	-0.9%	-$3.69K	0.29%	69
2024 Q2	$374K	Sell	3,375 -189	-5%	-$22K	0.29%	73
2024 Q1	$427K	Sell	3,564 -261	-7%	-$27.3K	0.34%	62
2023 Q4	$382K	Buy	3,825 +369	+11%	+$38.8K	0.31%	71
2023 Q3	$406K	Buy	3,456 +894	+35%	+$98.1K	0.38%	64
2023 Q2	$275K	Buy	2,562 +676	+36%	+$73.8K	0.25%	77
2023 Q1	$207K	Hold	1,886	–	–	0.19%	90
2022 Q4	$208K	Buy	+1,886	New	+$202K	0.19%	89

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

Cottonwood Capital Advisors's XOM Position: Q2 2026 in Review

Cottonwood Capital Advisors increased its ExxonMobil (XOM) stake by 0.41% in Q2 2026, buying an estimated $1.05K and bringing the position to 1,701 shares worth $233K. The position accounts for 0.14% of the portfolio, ranked #87.

Cottonwood Capital Advisors first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $427K in Q1 2024. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Cottonwood Capital Advisors held 1,701 shares of ExxonMobil worth $233K as of Q2 2026.
Cottonwood Capital Advisors bought 7 ExxonMobil shares in Q2 2026, an estimated $1.05K.
ExxonMobil made up 0.14% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #87 holding.
Cottonwood Capital Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
Cottonwood Capital Advisors's ExxonMobil position peaked at $427K in Q1 2024.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.