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Ervin Investment Management’s ExxonMobil XOM Stock Holding History

Ervin Investment 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 		$2.74M Sell
20,052
-2,126
-10% -$318K 1.49% 17
2026
Q1 		$3.76M Sell
22,178
-1,098
-5% -$160K 2.2% 14
2025
Q4 		$2.8M Sell
23,276
-461
-2% -$53.5K 1.57% 16
2025
Q3 		$2.68M Sell
23,737
-554
-2% -$61.6K 1.53% 17
2025
Q2 		$2.62M Sell
24,291
-2,309
-9% -$247K 1.64% 15
2025
Q1 		$3.16M Sell
26,600
-84
-0.3% -$9.29K 2.14% 13
2024
Q4 		$2.87M Sell
26,684
-462
-2% -$54K 1.85% 13
2024
Q3 		$3.18M Sell
27,146
-493
-2% -$56.9K 2.04% 13
2024
Q2 		$3.18M Buy
+27,639
New +$3.22M 2.2% 12

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Ervin Investment Management's XOM Position: Q2 2026 in Review

Ervin Investment Management reduced its ExxonMobil (XOM) stake by 9.6% in Q2 2026, selling an estimated $318K and leaving 20,052 shares worth $2.74M. The position accounts for 1.49% of the portfolio, ranked #17.

Ervin Investment Management first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.76M in Q1 2026. 1,299 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Ervin Investment Management held 20,052 shares of ExxonMobil worth $2.74M as of Q2 2026.
  • Ervin Investment Management sold 2,126 ExxonMobil shares in Q2 2026, an estimated $318K.
  • ExxonMobil made up 1.49% of Ervin Investment Management's portfolio in Q2 2026, its #17 holding.
  • Ervin Investment Management first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
  • Ervin Investment Management's ExxonMobil position peaked at $3.76M in Q1 2026.
  • 1,299 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Ervin Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.