Emerald Advisors’s ExxonMobil XOM Stock Holding History

Emerald Advisors’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	$2.02M	Buy	14,806 +587	+4%	+$87.9K	0.25%	29
2026 Q1	$2.41M	Buy	14,219 +83	+0.6%	+$12.1K	0.3%	20
2025 Q4	$1.7M	Buy	14,136 +829	+6%	+$96.2K	0.23%	27
2025 Q3	$1.5M	Buy	13,307 +288	+2%	+$32K	0.2%	28
2025 Q2	$1.4M	Buy	13,019 +8,107	+165%	+$867K	0.18%	27
2025 Q1	$584K	Buy	4,912 +1,119	+30%	+$124K	0.08%	60
2024 Q4	$408K	Buy	3,793 +129	+4%	+$15.1K	0.06%	70
2024 Q3	$440K	Sell	3,664 -26	-0.7%	-$3K	0.06%	66
2024 Q2	$425K	Buy	3,690 +269	+8%	+$31.3K	0.06%	65
2024 Q1	$398K	Buy	3,421 +130	+4%	+$13.6K	0.07%	67
2023 Q4	$329K	Buy	3,291 +159	+5%	+$16.7K	0.06%	70
2023 Q3	$368K	Buy	+3,132	New	+$344K	0.09%	59

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

Emerald Advisors's XOM Position: Q2 2026 in Review

Emerald Advisors increased its ExxonMobil (XOM) stake by 4.1% in Q2 2026, buying an estimated $87.9K and bringing the position to 14,806 shares worth $2.02M. The position accounts for 0.25% of the portfolio, ranked #29.

Emerald Advisors first reported a position in XOM in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.41M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Emerald Advisors held 14,806 shares of ExxonMobil worth $2.02M as of Q2 2026.
Emerald Advisors bought 587 ExxonMobil shares in Q2 2026, an estimated $87.9K.
ExxonMobil made up 0.25% of Emerald Advisors's portfolio in Q2 2026, its #29 holding.
Emerald Advisors first reported a position in ExxonMobil in Q3 2023 and has held it in 12 quarters since.
Emerald Advisors's ExxonMobil position peaked at $2.41M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.