CPA Asset Management’s ExxonMobil XOM Stock Holding History

CPA Asset Management’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	$463K	Buy	3,390 +165	+5%	+$24.7K	0.13%	66
2026 Q1	$547K	Hold	3,225	–	–	0.18%	55
2025 Q4	$388K	Buy	3,225 +1,100	+52%	+$128K	0.14%	66
2025 Q3	$240K	Sell	2,125 -145	-6%	-$16.1K	0.09%	81
2025 Q2	$245K	Hold	2,270	–	–	0.1%	75
2025 Q1	$270K	Hold	2,270	–	–	0.12%	69
2024 Q4	$244K	Hold	2,270	–	–	0.11%	71
2024 Q3	$266K	Hold	2,270	–	–	0.13%	69
2024 Q2	$261K	Hold	2,270	–	–	0.14%	68
2024 Q1	$264K	Hold	2,270	–	–	0.15%	70
2023 Q4	$227K	Sell	2,270 -102	-4%	-$10.7K	0.14%	72
2023 Q3	$279K	Buy	2,372 +11	+0.5%	+$1.21K	0.2%	61
2023 Q2	$253K	Sell	2,361 -26	-1%	-$2.84K	0.18%	60
2023 Q1	$262K	Sell	2,387 -53	-2%	-$5.86K	0.2%	56
2022 Q4	$269K	Buy	+2,440	New	+$261K	0.21%	55

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

CPA Asset Management's XOM Position: Q2 2026 in Review

CPA Asset Management increased its ExxonMobil (XOM) stake by 5.1% in Q2 2026, buying an estimated $24.7K and bringing the position to 3,390 shares worth $463K. The position accounts for 0.13% of the portfolio, ranked #66.

CPA Asset Management first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $547K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

CPA Asset Management held 3,390 shares of ExxonMobil worth $463K as of Q2 2026.
CPA Asset Management bought 165 ExxonMobil shares in Q2 2026, an estimated $24.7K.
ExxonMobil made up 0.13% of CPA Asset Management's portfolio in Q2 2026, its #66 holding.
CPA Asset Management first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
CPA Asset Management's ExxonMobil position peaked at $547K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on CPA Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.