DJYG
XOM icon

David J. Yvars Group’s ExxonMobil XOM Stock Holding History

David J. Yvars Group’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 		$922K Sell
6,745
-457
-6% -$68.4K 0.44% 31
2026
Q1 		$1.22M Sell
7,202
-88
-1% -$12.8K 0.68% 22
2025
Q4 		$877K Buy
7,290
+1,706
+31% +$198K 0.47% 30
2025
Q3 		$630K Sell
5,584
-36
-0.6% -$4K 0.34% 40
2025
Q2 		$606K Buy
5,620
+1
+0% +$107 0.35% 37
2025
Q1 		$668K Hold
5,619
– – 0.53% 30
2024
Q4 		$604K Buy
5,619
+83
+1% +$9.71K 0.37% 36
2024
Q3 		$649K Buy
5,536
+304
+6% +$35.1K 0.4% 39
2024
Q2 		$602K Buy
5,232
+227
+5% +$26.4K 0.38% 37
2024
Q1 		$582K Hold
5,005
– – 0.39% 37
2023
Q4 		$500K Hold
5,005
– – 0.4% 35
2023
Q3 		$588K Sell
5,005
-65
-1% -$7.13K 0.49% 33
2023
Q2 		$544K Sell
5,070
-154
-3% -$16.8K 0.45% 35
2023
Q1 		$573K Buy
5,224
+18
+0.3% +$1.99K 0.52% 36
2022
Q4 		$574K Sell
5,206
-137
-3% -$14.7K 0.72% 25
2022
Q3 		$466K Hold
5,343
– – 0.52% 30
2022
Q2 		$468K Buy
5,343
+1
+0% +$90 0.64% 29
2022
Q1 		$441K Sell
5,342
-25
-0.5% -$1.94K 0.31% 47
2021
Q4 		$328K Sell
5,367
-90
-2% -$5.63K 0.2% 58
2021
Q3 		$332K Buy
5,457
+134
+3% +$7.64K 0.19% 61
2021
Q2 		$336K Sell
5,323
-60
-1% -$3.58K 0.19% 63
2021
Q1 		$301K Hold
5,383
– – 0.19% 61
2020
Q4 		$222K Buy
+5,383
New +$202K 0.15% 73

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

David J. Yvars Group's XOM Position: Q2 2026 in Review

David J. Yvars Group reduced its ExxonMobil (XOM) stake by 6.3% in Q2 2026, selling an estimated $68.4K and leaving 6,745 shares worth $922K. The position accounts for 0.44% of the portfolio, ranked #31.

David J. Yvars Group first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.22M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • David J. Yvars Group held 6,745 shares of ExxonMobil worth $922K as of Q2 2026.
  • David J. Yvars Group sold 457 ExxonMobil shares in Q2 2026, an estimated $68.4K.
  • ExxonMobil made up 0.44% of David J. Yvars Group's portfolio in Q2 2026, its #31 holding.
  • David J. Yvars Group first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • David J. Yvars Group's ExxonMobil position peaked at $1.22M in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.