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Davidson Investment Advisors’s ExxonMobil XOM Stock Holding History

Davidson Investment 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 		$219K Buy
1,601
+388
+32% +$58.1K 0.01% 123
2026
Q1 		$206K Buy
+1,213
New +$177K 0.01% 126
2019
Q4 		– Sell
-3,113
Closed -$220K – 109
2019
Q3 		$220K Sell
3,113
-455
-13% -$32.9K 0.02% 104
2019
Q2 		$273K Sell
3,568
-200
-5% -$15.5K 0.03% 98
2019
Q1 		$304K Hold
3,768
– – 0.03% 93
2018
Q4 		$257K Sell
3,768
-1,155
-23% -$90.6K 0.03% 99
2018
Q3 		$419K Sell
4,923
-246
-5% -$20.1K 0.04% 88
2018
Q2 		$428K Hold
5,169
– – 0.04% 87
2018
Q1 		$386K Sell
5,169
-2,150
-29% -$172K 0.04% 92
2017
Q4 		$612K Buy
7,319
+1,146
+19% +$94.8K 0.06% 84
2017
Q3 		$506K Sell
6,173
-300
-5% -$23.8K 0.05% 83
2017
Q2 		$522K Sell
6,473
-59,184
-90% -$4.84M 0.07% 79
2017
Q1 		$5.38M Buy
65,657
+1,293
+2% +$108K 0.69% 62
2016
Q4 		$5.81M Buy
64,364
+360
+0.6% +$31.5K 0.83% 49
2016
Q3 		$5.58M Buy
64,004
+1,403
+2% +$124K 0.85% 51
2016
Q2 		$5.87M Sell
62,601
-329
-0.5% -$29.1K 0.98% 42
2016
Q1 		$5.26M Buy
62,930
+2,131
+4% +$171K 0.89% 54
2015
Q4 		$4.74M Sell
60,799
-343
-0.6% -$27.4K 0.79% 51
2015
Q3 		$4.54M Buy
61,142
+492
+0.8% +$37.9K 0.82% 48
2015
Q2 		$5.04M Sell
60,650
-4,021
-6% -$346K 0.76% 54
2015
Q1 		$5.5M Buy
64,671
+1,272
+2% +$113K 0.82% 53
2014
Q4 		$5.86M Sell
63,399
-65,876
-51% -$6.14M 0.88% 42
2014
Q3 		$11.6M Buy
129,275
+63,793
+97% +$6.35M 0.92% 39
2014
Q2 		$6.59M Sell
65,482
-561
-0.8% -$56.6K 0.96% 32
2014
Q1 		$6.45M Buy
66,043
+26
+0% +$2.48K 0.98% 31
2013
Q4 		$6.68M Sell
66,017
-685
-1% -$63.3K 1.02% 29
2013
Q3 		$5.74M Buy
66,702
+11,317
+20% +$1.02M 0.92% 35
2013
Q2 		$5M Buy
+55,385
New +$4.98M 0.84% 43

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davidson Investment Advisors's XOM Position: Q2 2026 in Review

Davidson Investment Advisors increased its ExxonMobil (XOM) stake by 32% in Q2 2026, buying an estimated $58.1K and bringing the position to 1,601 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #123.

Davidson Investment Advisors first reported a position in XOM in Q2 2013 and has held it in 28 quarters since. The position peaked at $11.6M in Q3 2014. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Davidson Investment Advisors held 1,601 shares of ExxonMobil worth $219K as of Q2 2026.
  • Davidson Investment Advisors bought 388 ExxonMobil shares in Q2 2026, an estimated $58.1K.
  • ExxonMobil made up 0.01% of Davidson Investment Advisors's portfolio in Q2 2026, its #123 holding.
  • Davidson Investment Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 28 quarters since.
  • Davidson Investment Advisors's ExxonMobil position peaked at $11.6M in Q3 2014.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.