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Crumly & Associates’s ExxonMobil XOM Stock Holding History

Crumly & Associates’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 		$447K Sell
3,271
-885
-21% -$132K 0.09% 126
2026
Q1 		$705K Buy
4,156
+1,726
+71% +$252K 0.15% 91
2025
Q4 		$292K Sell
2,430
-104
-4% -$12.1K 0.06% 151
2025
Q3 		$286K Buy
+2,534
New +$282K 0.06% 154
2022
Q2 		– Sell
-2,487
Closed -$205K – 122
2022
Q1 		$205K Buy
+2,487
New +$193K 0.08% 107

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Crumly & Associates's XOM Position: Q2 2026 in Review

Crumly & Associates reduced its ExxonMobil (XOM) stake by 21% in Q2 2026, selling an estimated $132K and leaving 3,271 shares worth $447K. The position accounts for 0.09% of the portfolio, ranked #126.

Crumly & Associates first reported a position in XOM in Q1 2022 and has held it in 5 quarters since. The position peaked at $705K in Q1 2026. 2,052 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Crumly & Associates held 3,271 shares of ExxonMobil worth $447K as of Q2 2026.
  • Crumly & Associates sold 885 ExxonMobil shares in Q2 2026, an estimated $132K.
  • ExxonMobil made up 0.09% of Crumly & Associates's portfolio in Q2 2026, its #126 holding.
  • Crumly & Associates first reported a position in ExxonMobil in Q1 2022 and has held it in 5 quarters since.
  • Crumly & Associates's ExxonMobil position peaked at $705K in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.