EWM
XOM icon

Empirical Wealth Management’s ExxonMobil XOM Stock Holding History

Empirical Wealth 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 		$13.3M Buy
97,608
+632
+0.7% +$94.6K 0.19% 90
2026
Q1 		$16.5M Buy
96,976
+4,863
+5% +$710K 0.28% 63
2025
Q4 		$11.1M Sell
92,113
-2,587
-3% -$300K 0.2% 88
2025
Q3 		$10.7M Sell
94,700
-7,271
-7% -$808K 0.21% 89
2025
Q2 		$11M Buy
101,971
+6,084
+6% +$650K 0.25% 81
2025
Q1 		$11.4M Buy
95,887
+21,664
+29% +$2.4M 0.29% 65
2024
Q4 		$7.98M Buy
74,223
+6,872
+10% +$804K 0.22% 89
2024
Q3 		$7.89M Buy
67,351
+5,888
+10% +$680K 0.22% 91
2024
Q2 		$7.08M Buy
61,463
+2,056
+3% +$239K 0.21% 91
2024
Q1 		$6.91M Sell
59,407
-65,498
-52% -$6.85M 0.21% 93
2023
Q4 		$12.5M Buy
124,905
+8,911
+8% +$937K 0.41% 48
2023
Q3 		$13.6M Buy
115,994
+15,274
+15% +$1.68M 0.53% 33
2023
Q2 		$10.8M Buy
100,720
+36,411
+57% +$3.97M 0.43% 46
2023
Q1 		$7.05M Sell
64,309
-814
-1% -$90K 0.31% 63
2022
Q4 		$7.18M Buy
65,123
+22,860
+54% +$2.45M 0.34% 58
2022
Q3 		$3.69M Buy
42,263
+8,615
+26% +$787K 0.19% 89
2022
Q2 		$2.88M Buy
33,648
+16,362
+95% +$1.48M 0.15% 101
2022
Q1 		$1.43M Sell
17,286
-478
-3% -$37.2K 0.07% 171
2021
Q4 		$1.09M Buy
17,764
+1,682
+10% +$105K 0.05% 203
2021
Q3 		$946K Sell
16,082
-4,008
-20% -$228K 0.05% 203
2021
Q2 		$1.27M Buy
20,090
+4,341
+28% +$259K 0.08% 160
2021
Q1 		$879K Sell
15,749
-11,079
-41% -$581K 0.07% 171
2020
Q4 		$1.11M Sell
26,828
-4,854
-15% -$182K 0.08% 142
2020
Q3 		$1.09M Sell
31,682
-1,652
-5% -$67.5K 0.09% 132
2020
Q2 		$1.49M Sell
33,334
-2,915
-8% -$131K 0.14% 103
2020
Q1 		$1.38M Buy
36,249
+3,373
+10% +$186K 0.15% 94
2019
Q4 		$2.29M Buy
32,876
+1,430
+5% +$98.9K 0.25% 61
2019
Q3 		$2.22M Buy
31,446
+887
+3% +$64.1K 0.27% 59
2019
Q2 		$2.34M Buy
30,559
+3,297
+12% +$255K 0.31% 50
2019
Q1 		$2.2M Buy
27,262
+1,785
+7% +$136K 0.32% 47
2018
Q4 		$1.74M Sell
25,477
-632
-2% -$49.6K 0.3% 49
2018
Q3 		$2.22M Buy
26,109
+1,646
+7% +$135K 0.39% 31
2018
Q2 		$2.02M Buy
24,463
+14,913
+156% +$1.19M 0.38% 31
2018
Q1 		$713K Buy
9,550
+625
+7% +$50K 0.14% 79
2017
Q4 		$746K Buy
8,925
+2,629
+42% +$217K 0.16% 67
2017
Q3 		$516K Buy
6,296
+368
+6% +$29.2K 0.12% 84
2017
Q2 		$479K Buy
5,928
+467
+9% +$38.2K 0.12% 84
2017
Q1 		$448K Sell
5,461
-571
-9% -$47.7K 0.11% 88
2016
Q4 		$544K Sell
6,032
-517
-8% -$45.2K 0.13% 75
2016
Q3 		$572K Buy
6,549
+909
+16% +$80.6K 0.15% 64
2016
Q2 		$529K Sell
5,640
-1,141
-17% -$101K 0.14% 65
2016
Q1 		$567K Sell
6,781
-1,639
-19% -$131K 0.14% 65
2015
Q4 		$656K Buy
8,420
+865
+11% +$69.1K 0.16% 64
2015
Q3 		$562K Buy
7,555
+1,392
+23% +$107K 0.13% 72
2015
Q2 		$513K Buy
6,163
+2,003
+48% +$172K 0.12% 73
2015
Q1 		$354K Sell
4,160
-90
-2% -$7.98K 0.08% 76
2014
Q4 		$393K Buy
4,250
+1,968
+86% +$184K 0.1% 73
2014
Q3 		$215K Buy
+2,282
New +$227K 0.05% 98

Other funds holding XOM

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Empirical Wealth Management's XOM Position: Q2 2026 in Review

Empirical Wealth Management increased its ExxonMobil (XOM) stake by 0.65% in Q2 2026, buying an estimated $94.6K and bringing the position to 97,608 shares worth $13.3M. The position accounts for 0.19% of the portfolio, ranked #90.

Empirical Wealth Management first reported a position in XOM in Q3 2014 and has held it in 48 quarters since. The position peaked at $16.5M in Q1 2026. 1,868 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Empirical Wealth Management held 97,608 shares of ExxonMobil worth $13.3M as of Q2 2026.
  • Empirical Wealth Management bought 632 ExxonMobil shares in Q2 2026, an estimated $94.6K.
  • ExxonMobil made up 0.19% of Empirical Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Empirical Wealth Management first reported a position in ExxonMobil in Q3 2014 and has held it in 48 quarters since.
  • Empirical Wealth Management's ExxonMobil position peaked at $16.5M in Q1 2026.
  • 1,868 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.