Enclave Advisors’s ExxonMobil XOM Stock Holding History

Enclave 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	$9.79M	Sell	71,591 -1,002	-1%	-$150K	1.24%	22
2026 Q1	$12.3M	Sell	72,593 -796	-1%	-$116K	1.69%	18
2025 Q4	$8.83M	Sell	73,389 -2,698	-4%	-$313K	1.25%	22
2025 Q3	$8.58M	Sell	76,087 -21,395	-22%	-$2.38M	1.31%	21
2025 Q2	$10.5M	Sell	97,482 -9,732	-9%	-$1.04M	1.7%	18
2025 Q1	$12.8M	Sell	107,214 -6,089	-5%	-$673K	2.18%	12
2024 Q4	$12.2M	Sell	113,303 -2,531	-2%	-$296K	2.01%	12
2024 Q3	$13.6M	Buy	+115,834	New	+$13.4M	2.3%	10

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

Enclave Advisors's XOM Position: Q2 2026 in Review

Enclave Advisors reduced its ExxonMobil (XOM) stake by 1.4% in Q2 2026, selling an estimated $150K and leaving 71,591 shares worth $9.79M. The position accounts for 1.24% of the portfolio, ranked #22.

Enclave Advisors first reported a position in XOM in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.6M in Q3 2024. 2,111 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Enclave Advisors held 71,591 shares of ExxonMobil worth $9.79M as of Q2 2026.
Enclave Advisors sold 1,002 ExxonMobil shares in Q2 2026, an estimated $150K.
ExxonMobil made up 1.24% of Enclave Advisors's portfolio in Q2 2026, its #22 holding.
Enclave Advisors first reported a position in ExxonMobil in Q3 2024 and has held it in 8 quarters since.
Enclave Advisors's ExxonMobil position peaked at $13.6M in Q3 2024.
2,111 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.