Diversified Investment Strategies’s ExxonMobil XOM Stock Holding History

Diversified Investment Strategies’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	$27.3M	Sell	199,442 -712	-0.4%	-$107K	17.64%	1
2026 Q1	$34M	Sell	200,154 -15,164	-7%	-$2.21M	21.69%	1
2025 Q4	$25.9M	Buy	215,318 +869	+0.4%	+$101K	16.99%	1
2025 Q3	$24.2M	Buy	214,449 +6,167	+3%	+$686K	15.85%	1
2025 Q2	$22.5M	Buy	208,282 +1,081	+0.5%	+$116K	15.18%	1
2025 Q1	$24.6M	Sell	207,201 -1,308	-0.6%	-$145K	16.74%	1
2024 Q4	$22.4M	Sell	208,509 -4,692	-2%	-$549K	14.63%	1
2024 Q3	$25M	Sell	213,201 -4,878	-2%	-$563K	16.48%	1
2024 Q2	$25.1M	Sell	218,079 -1,964	-0.9%	-$229K	17.55%	1
2024 Q1	$25.6M	Sell	220,043 -1,831	-0.8%	-$192K	17.21%	1
2023 Q4	$22.2M	Sell	221,874 -10,258	-4%	-$1.08M	16.26%	1
2023 Q3	$27.3M	Sell	232,132 -5,754	-2%	-$631K	20.7%	1
2023 Q2	$25.5M	Sell	237,886 -19,590	-8%	-$2.14M	18.87%	1
2023 Q1	$28.2M	Sell	257,476 -5,592	-2%	-$619K	20.09%	1
2022 Q4	$29M	Sell	263,068 -13,013	-5%	-$1.39M	22.52%	1
2022 Q3	$24.1M	Sell	276,081 -2,309	-0.8%	-$211K	19.84%	1
2022 Q2	$23.8M	Sell	278,390 -14,764	-5%	-$1.33M	19.6%	1
2022 Q1	$24.2M	Sell	293,154 -15,827	-5%	-$1.23M	16.57%	1
2021 Q4	$18.9M	Sell	308,981 -722	-0.2%	-$45.1K	13.71%	1
2021 Q3	$18.2M	Buy	309,703 +14,938	+5%	+$851K	13.49%	1
2021 Q2	$18.6M	Sell	294,765 -3,293	-1%	-$197K	13.78%	1
2021 Q1	$16.6M	Sell	298,058 -472	-0.2%	-$24.7K	12.94%	1
2020 Q4	$13.4M	Buy	298,530 +1,038	+0.3%	+$38.9K	10.49%	2
2020 Q3	$10.2M	Buy	297,492 +1,676	+0.6%	+$68.5K	10.65%	1
2020 Q2	$13.2M	Buy	295,816 +11,062	+4%	+$496K	14.12%	1
2020 Q1	$10.8M	Buy	284,754 +33,608	+13%	+$1.86M	14.49%	1
2019 Q4	$17.5M	Sell	251,146 -3,526	-1%	-$244K	17.4%	1
2019 Q3	$18M	Buy	+254,672	New	+$18.4M	18.58%	1

Other funds holding XOM

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

Citigroup New York $303B AUM 53.02% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Diversified Investment Strategies's XOM Position: Q2 2026 in Review

Diversified Investment Strategies reduced its ExxonMobil (XOM) stake by 0.36% in Q2 2026, selling an estimated $107K and leaving 199,442 shares worth $27.3M. The position accounts for 17.64% of the portfolio, ranked #1.

Diversified Investment Strategies first reported a position in XOM in Q3 2019 and has held it in 28 quarters since. The position peaked at $34M in Q1 2026. 2,230 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Diversified Investment Strategies held 199,442 shares of ExxonMobil worth $27.3M as of Q2 2026.
Diversified Investment Strategies sold 712 ExxonMobil shares in Q2 2026, an estimated $107K.
ExxonMobil made up 17.64% of Diversified Investment Strategies's portfolio in Q2 2026, its #1 holding.
Diversified Investment Strategies first reported a position in ExxonMobil in Q3 2019 and has held it in 28 quarters since.
Diversified Investment Strategies's ExxonMobil position peaked at $34M in Q1 2026.
2,230 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Diversified Investment Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.