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Ellerson Group’s ExxonMobil XOM Stock Holding History

Ellerson 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 		$3.76M Sell
27,466
-705
-3% -$106K 2.22% 19
2026
Q1 		$4.78M Sell
28,171
-2,734
-9% -$399K 3.13% 12
2025
Q4 		$3.72M Sell
30,905
-75
-0.2% -$8.7K 2.52% 16
2025
Q3 		$3.49M Sell
30,980
-150
-0.5% -$16.7K 2.17% 18
2025
Q2 		$3.36M Sell
31,130
-7,975
-20% -$853K 2.37% 16
2025
Q1 		$4.65M Sell
39,105
-110
-0.3% -$12.2K 3.7% 6
2024
Q4 		$4.22M Hold
39,215
– – 3.08% 11
2024
Q3 		$4.6M Sell
39,215
-910
-2% -$105K 3.61% 9
2024
Q2 		$4.62M Sell
40,125
-290
-0.7% -$33.8K 3.51% 7
2024
Q1 		$4.7M Sell
40,415
-810
-2% -$84.7K 3.59% 8
2023
Q4 		$4.12M Sell
41,225
-450
-1% -$47.3K 3.58% 7
2023
Q3 		$4.9M Sell
41,675
-110
-0.3% -$12.1K 4.57% 6
2023
Q2 		$4.48M Sell
41,785
-1,010
-2% -$110K 4.27% 6
2023
Q1 		$4.69M Sell
42,795
-50
-0.1% -$5.53K 5.09% 6
2022
Q4 		$4.73M Buy
+42,845
New +$4.59M 5.01% 4

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ellerson Group's XOM Position: Q2 2026 in Review

Ellerson Group reduced its ExxonMobil (XOM) stake by 2.5% in Q2 2026, selling an estimated $106K and leaving 27,466 shares worth $3.76M. The position accounts for 2.22% of the portfolio, ranked #19.

Ellerson Group first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.9M in Q3 2023. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Ellerson Group held 27,466 shares of ExxonMobil worth $3.76M as of Q2 2026.
  • Ellerson Group sold 705 ExxonMobil shares in Q2 2026, an estimated $106K.
  • ExxonMobil made up 2.22% of Ellerson Group's portfolio in Q2 2026, its #19 holding.
  • Ellerson Group first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Ellerson Group's ExxonMobil position peaked at $4.9M in Q3 2023.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Ellerson Group's 13F filing for Q2 2026, filed 31 Jul 2026.