Crown Oak Advisors’s ExxonMobil XOM Stock Holding History

Crown Oak 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	$523K	Buy	3,827 +26	+0.7%	+$3.89K	0.24%	22
2026 Q1	$645K	Buy	3,801 +26	+0.7%	+$3.79K	0.32%	22
2025 Q4	$454K	Buy	3,775 +65	+2%	+$7.54K	0.22%	23
2025 Q3	$400K	Hold	3,710	–	–	0.19%	22
2025 Q2	$400K	Buy	3,710 +34	+0.9%	+$3.63K	0.19%	22
2025 Q1	$437K	Buy	3,676 +32	+0.9%	+$3.54K	0.22%	22
2024 Q4	$392K	Buy	3,644 +32	+0.9%	+$3.74K	0.2%	24
2024 Q3	$423K	Buy	3,612 +30	+0.8%	+$3.46K	0.24%	22
2024 Q2	$412K	Buy	3,582 +30	+0.8%	+$3.49K	0.23%	22
2024 Q1	$413K	Buy	3,552 +31	+0.9%	+$3.24K	0.23%	22
2023 Q4	$352K	Buy	+3,521	New	+$370K	0.21%	21

Other funds holding XOM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Crown Oak Advisors's XOM Position: Q2 2026 in Review

Crown Oak Advisors increased its ExxonMobil (XOM) stake by 0.68% in Q2 2026, buying an estimated $3.89K and bringing the position to 3,827 shares worth $523K. The position accounts for 0.24% of the portfolio, ranked #22.

Crown Oak Advisors first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $645K in Q1 2026. 2,678 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Crown Oak Advisors held 3,827 shares of ExxonMobil worth $523K as of Q2 2026.
Crown Oak Advisors bought 26 ExxonMobil shares in Q2 2026, an estimated $3.89K.
ExxonMobil made up 0.24% of Crown Oak Advisors's portfolio in Q2 2026, its #22 holding.
Crown Oak Advisors first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Crown Oak Advisors's ExxonMobil position peaked at $645K in Q1 2026.
2,678 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Crown Oak Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.