Elm Partners Management’s ExxonMobil XOM Stock Holding History

Elm Partners Management’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	$777K	Sell	5,680 -311	-5%	-$46.5K	0.03%	89
2026 Q1	$1.03M	Buy	5,991 +347	+6%	+$50.6K	0.04%	72
2025 Q4	$679K	Buy	5,644 +156	+3%	+$18.1K	0.03%	86
2025 Q3	$619K	Buy	+5,488	New	+$610K	0.03%	89

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

Elm Partners Management's XOM Position: Q2 2026 in Review

Elm Partners Management reduced its ExxonMobil (XOM) stake by 5.2% in Q2 2026, selling an estimated $46.5K and leaving 5,680 shares worth $777K. The position accounts for 0.03% of the portfolio, ranked #89.

Elm Partners Management first reported a position in XOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Elm Partners Management held 5,680 shares of ExxonMobil worth $777K as of Q2 2026.
Elm Partners Management sold 311 ExxonMobil shares in Q2 2026, an estimated $46.5K.
ExxonMobil made up 0.03% of Elm Partners Management's portfolio in Q2 2026, its #89 holding.
Elm Partners Management first reported a position in ExxonMobil in Q3 2025 and has held it in 4 quarters since.
Elm Partners Management's ExxonMobil position peaked at $1.03M in Q1 2026.
2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.