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Eclectic Associates’s ExxonMobil XOM Stock Holding History

Eclectic 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 		$2.33M Sell
17,028
-93
-0.5% -$13.9K 0.27% 55
2026
Q1 		$2.9M Sell
17,121
-234
-1% -$34.1K 0.39% 46
2025
Q4 		$2.09M Buy
17,355
+4,239
+32% +$492K 0.33% 52
2025
Q3 		$1.48M Sell
13,116
-714
-5% -$79.4K 0.27% 58
2025
Q2 		$1.49M Buy
13,830
+83
+0.6% +$8.87K 0.32% 56
2025
Q1 		$1.63M Buy
13,747
+162
+1% +$17.9K 0.44% 51
2024
Q4 		$1.46M Buy
13,585
+215
+2% +$25.1K 0.43% 52
2024
Q3 		$1.57M Buy
13,370
+147
+1% +$17K 0.62% 30
2024
Q2 		$1.52M Buy
13,223
+149
+1% +$17.4K 0.68% 29
2024
Q1 		$1.52M Sell
13,074
-301
-2% -$31.5K 0.69% 28
2023
Q4 		$1.34M Sell
13,375
-472
-3% -$49.6K 0.64% 33
2023
Q3 		$1.63M Buy
13,847
+102
+0.7% +$11.2K 0.83% 23
2023
Q2 		$1.47M Sell
13,745
-581
-4% -$63.4K 0.72% 28
2023
Q1 		$1.57M Sell
14,326
-966
-6% -$107K 0.81% 27
2022
Q4 		$1.69M Sell
15,292
-322
-2% -$34.5K 0.82% 30
2022
Q3 		$1.36M Sell
15,614
-250
-2% -$22.8K 0.89% 24
2022
Q2 		$1.36M Sell
15,864
-1,383
-8% -$125K 0.91% 25
2022
Q1 		$1.42M Buy
17,247
+2,987
+21% +$232K 0.91% 26
2021
Q4 		$873K Buy
14,260
+868
+6% +$54.3K 0.56% 37
2021
Q3 		$788K Buy
13,392
+694
+5% +$39.6K 0.57% 35
2021
Q2 		$801K Buy
12,698
+711
+6% +$42.5K 0.6% 33
2021
Q1 		$669K Buy
11,987
+1,720
+17% +$90.2K 0.55% 36
2020
Q4 		$423K Buy
+10,267
New +$385K 0.4% 42

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Eclectic Associates's XOM Position: Q2 2026 in Review

Eclectic Associates reduced its ExxonMobil (XOM) stake by 0.54% in Q2 2026, selling an estimated $13.9K and leaving 17,028 shares worth $2.33M. The position accounts for 0.27% of the portfolio, ranked #55.

Eclectic Associates first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.9M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Eclectic Associates held 17,028 shares of ExxonMobil worth $2.33M as of Q2 2026.
  • Eclectic Associates sold 93 ExxonMobil shares in Q2 2026, an estimated $13.9K.
  • ExxonMobil made up 0.27% of Eclectic Associates's portfolio in Q2 2026, its #55 holding.
  • Eclectic Associates first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Eclectic Associates's ExxonMobil position peaked at $2.9M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.