Counterweight Ventures’s ExxonMobil XOM Stock Holding History

Counterweight Ventures’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	$657K	Hold	4,804	–	–	0.33%	57
2026 Q1	$815K	Buy	4,804 +152	+3%	+$22.2K	0.46%	55
2025 Q4	$560K	Sell	4,652 -39	-0.8%	-$4.52K	0.31%	57
2025 Q3	$529K	Hold	4,691	–	–	0.31%	59
2025 Q2	$506K	Hold	4,691	–	–	0.33%	54
2025 Q1	$558K	Buy	4,691 +42	+0.9%	+$4.64K	0.4%	49
2024 Q4	$500K	Hold	4,649	–	–	0.35%	51
2024 Q3	$545K	Hold	4,649	–	–	0.39%	52
2024 Q2	$535K	Hold	4,649	–	–	0.4%	49
2024 Q1	$540K	Hold	4,649	–	–	0.44%	49
2023 Q4	$465K	Buy	+4,649	New	+$489K	0.42%	47

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

Counterweight Ventures's XOM Position: Q2 2026 in Review

Counterweight Ventures held its ExxonMobil (XOM) position steady in Q2 2026 at 4,804 shares worth $657K. The position accounts for 0.33% of the portfolio, ranked #57.

Counterweight Ventures first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $815K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Counterweight Ventures held 4,804 shares of ExxonMobil worth $657K as of Q2 2026.
Counterweight Ventures left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.33% of Counterweight Ventures's portfolio in Q2 2026, its #57 holding.
Counterweight Ventures first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Counterweight Ventures's ExxonMobil position peaked at $815K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Counterweight Ventures's 13F filing for Q2 2026, filed 23 Jul 2026.