Embree Financial Group’s ExxonMobil XOM Stock Holding History

Embree Financial 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	$4.35M	Sell	31,820 -332	-1%	-$49.7K	0.44%	46
2026 Q1	$5.45M	Buy	32,152 +681	+2%	+$99.4K	0.64%	36
2025 Q4	$3.79M	Buy	31,471 +191	+0.6%	+$22.2K	0.46%	50
2025 Q3	$3.53M	Sell	31,280 -88	-0.3%	-$9.78K	0.47%	48
2025 Q2	$3.38M	Sell	31,368 -1,170	-4%	-$125K	0.51%	44
2025 Q1	$3.87M	Buy	32,538 +327	+1%	+$36.2K	0.65%	31
2024 Q4	$3.46M	Buy	32,211 +1,929	+6%	+$226K	0.59%	34
2024 Q3	$3.55M	Buy	30,282 +375	+1%	+$43.3K	0.63%	35
2024 Q2	$3.44M	Sell	29,907 -465	-2%	-$54.2K	0.66%	32
2024 Q1	$3.53M	Sell	30,372 -547	-2%	-$57.2K	0.69%	32
2023 Q4	$3.09M	Buy	+30,919	New	+$3.25M	0.65%	37

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Embree Financial Group's XOM Position: Q2 2026 in Review

Embree Financial Group reduced its ExxonMobil (XOM) stake by 1% in Q2 2026, selling an estimated $49.7K and leaving 31,820 shares worth $4.35M. The position accounts for 0.44% of the portfolio, ranked #46.

Embree Financial Group first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.45M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Embree Financial Group held 31,820 shares of ExxonMobil worth $4.35M as of Q2 2026.
Embree Financial Group sold 332 ExxonMobil shares in Q2 2026, an estimated $49.7K.
ExxonMobil made up 0.44% of Embree Financial Group's portfolio in Q2 2026, its #46 holding.
Embree Financial Group first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Embree Financial Group's ExxonMobil position peaked at $5.45M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.