Crescent Sterling’s ExxonMobil XOM Stock Holding History

Crescent Sterling’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	$2.12M	Sell	15,526 -431	-3%	-$64.5K	1.9%	15
2026 Q1	$2.71M	Sell	15,957 -274	-2%	-$40K	2.62%	12
2025 Q4	$1.95M	Sell	16,231 -319	-2%	-$37K	2%	15
2025 Q3	$1.87M	Sell	16,550 -958	-5%	-$106K	1.96%	16
2025 Q2	$1.89M	Sell	17,508 -5,055	-22%	-$540K	2.11%	16
2025 Q1	$2.68M	Buy	22,563 +6	+0%	+$664	2.75%	13
2024 Q4	$2.43M	Sell	22,557 -3,215	-12%	-$376K	2.49%	12
2024 Q3	$3.02M	Sell	25,772 -317	-1%	-$36.6K	2.88%	11
2024 Q2	$3M	Buy	26,089 +441	+2%	+$51.4K	2.88%	10
2024 Q1	$2.98M	Buy	25,648 +3,744	+17%	+$392K	2.72%	13
2023 Q4	$2.19M	Sell	21,904 -303	-1%	-$31.8K	2.18%	17
2023 Q3	$2.61M	Sell	22,207 -5,458	-20%	-$599K	2.76%	14
2023 Q2	$2.97M	Buy	27,665 +959	+4%	+$105K	2.82%	12
2023 Q1	$2.93M	Buy	26,706 +6,849	+34%	+$758K	2.85%	12
2022 Q4	$2.19M	Buy	+19,857	New	+$2.13M	2.35%	16

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

Crescent Sterling's XOM Position: Q2 2026 in Review

Crescent Sterling reduced its ExxonMobil (XOM) stake by 2.7% in Q2 2026, selling an estimated $64.5K and leaving 15,526 shares worth $2.12M. The position accounts for 1.9% of the portfolio, ranked #15.

Crescent Sterling first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.02M in Q3 2024. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Crescent Sterling held 15,526 shares of ExxonMobil worth $2.12M as of Q2 2026.
Crescent Sterling sold 431 ExxonMobil shares in Q2 2026, an estimated $64.5K.
ExxonMobil made up 1.9% of Crescent Sterling's portfolio in Q2 2026, its #15 holding.
Crescent Sterling first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Crescent Sterling's ExxonMobil position peaked at $3.02M in Q3 2024.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Crescent Sterling's 13F filing for Q2 2026, filed 7 Jul 2026.