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Cromwell Holdings’s ExxonMobil XOM Stock Holding History

Cromwell Holdings’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 		$1.67M Hold
12,208
– – 0.75% 21
2026
Q1 		$2.07M Hold
12,208
– – 1.17% 13
2025
Q4 		$1.47M Hold
12,208
– – 0.8% 14
2025
Q3 		$1.38M Hold
12,208
– – 0.74% 18
2025
Q2 		$1.32M Sell
12,208
-377
-3% -$40.3K 0.8% 17
2025
Q1 		$1.5M Buy
12,585
+309
+3% +$34.2K 0.96% 16
2024
Q4 		$1.32M Hold
12,276
– – 0.76% 19
2024
Q3 		$1.44M Hold
12,276
– – 0.92% 15
2024
Q2 		$1.41M Buy
+12,276
New +$1.43M 0.85% 16

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Cromwell Holdings's XOM Position: Q2 2026 in Review

Cromwell Holdings held its ExxonMobil (XOM) position steady in Q2 2026 at 12,208 shares worth $1.67M. The position accounts for 0.75% of the portfolio, ranked #21.

Cromwell Holdings first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.07M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cromwell Holdings held 12,208 shares of ExxonMobil worth $1.67M as of Q2 2026.
  • Cromwell Holdings left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.75% of Cromwell Holdings's portfolio in Q2 2026, its #21 holding.
  • Cromwell Holdings first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's ExxonMobil position peaked at $2.07M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.