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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
2025
Q1 		– Sell
-400
Closed -$43K – 211
2024
Q4 		$43K Buy
+400
New +$46.8K 0.01% 193

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
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.