Everett Harris & Co’s ExxonMobil XOM Stock Holding History

Everett Harris & Co’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	–	Sell	-136,796	Closed	-$23.2M	–	303
2026 Q1	$23.2M	Sell	136,796 -2,892	-2%	-$422K	0.3%	39
2025 Q4	$16.8M	Sell	139,688 -1,090	-0.8%	-$126K	0.2%	46
2025 Q3	$15.9M	Sell	140,778 -402	-0.3%	-$44.7K	0.2%	46
2025 Q2	$15.2M	Sell	141,180 -2,087	-1%	-$223K	0.2%	48
2025 Q1	$17M	Sell	143,267 -1,248	-0.9%	-$138K	0.22%	43
2024 Q4	$15.5M	Buy	144,515 +1,221	+0.9%	+$143K	0.2%	45
2024 Q3	$16.8M	Buy	143,294 +230	+0.2%	+$26.6K	0.21%	42
2024 Q2	$16.5M	Sell	143,064 -530	-0.4%	-$61.7K	0.21%	41
2024 Q1	$16.7M	Sell	143,594 -64	-0%	-$6.7K	0.22%	42
2023 Q4	$14.4M	Sell	143,658 -17	-0%	-$1.79K	0.21%	45
2023 Q3	$16.9M	Sell	143,675 -359	-0.2%	-$39.4K	0.26%	40
2023 Q2	$15.4M	Sell	144,034 -108	-0.1%	-$11.8K	0.23%	44
2023 Q1	$15.8M	Buy	144,142 +5,490	+4%	+$607K	0.26%	43
2022 Q4	$15.3M	Sell	138,652 -16,311	-11%	-$1.75M	0.26%	43
2022 Q3	$13.5M	Sell	154,963 -110	-0.1%	-$10K	0.25%	44
2022 Q2	$13.3M	Sell	155,073 -7,658	-5%	-$691K	0.23%	48
2022 Q1	$13.4M	Buy	162,731 +2,808	+2%	+$218K	0.19%	52
2021 Q4	$9.79M	Sell	159,923 -7,035	-4%	-$440K	0.14%	58
2021 Q3	$9.82M	Sell	166,958 -3,763	-2%	-$214K	0.16%	53
2021 Q2	$10.8M	Sell	170,721 -2,783	-2%	-$166K	0.17%	52
2021 Q1	$9.69M	Sell	173,504 -10,421	-6%	-$546K	0.17%	52
2020 Q4	$7.58M	Sell	183,925 -72,487	-28%	-$2.72M	0.13%	57
2020 Q3	$8.8M	Sell	256,412 -21,695	-8%	-$887K	0.17%	54
2020 Q2	$12.4M	Sell	278,107 -37,460	-12%	-$1.68M	0.27%	46
2020 Q1	$12M	Buy	315,567 +48,804	+18%	+$2.69M	0.31%	39
2019 Q4	$18.6M	Buy	266,763 +142	+0.1%	+$9.82K	0.42%	39
2019 Q3	$18.8M	Sell	266,621 -2,532	-0.9%	-$183K	0.47%	38
2019 Q2	$20.6M	Buy	269,153 +6,974	+3%	+$540K	0.52%	37
2019 Q1	$21.2M	Buy	262,179 +1,316	+0.5%	+$100K	0.55%	36
2018 Q4	$17.8M	Buy	260,863 +11,396	+5%	+$894K	0.51%	37
2018 Q3	$21.2M	Buy	249,467 +12,045	+5%	+$985K	0.53%	38
2018 Q2	$19.6M	Buy	237,422 +18,155	+8%	+$1.45M	0.53%	38
2018 Q1	$16.4M	Buy	219,267 +21,029	+11%	+$1.68M	0.45%	40
2017 Q4	$16.6M	Sell	198,238 -2,926	-1%	-$242K	0.46%	40
2017 Q3	$16.5M	Sell	201,164 -1,217	-0.6%	-$96.6K	0.5%	42
2017 Q2	$16.3M	Sell	202,381 -1,972	-1%	-$161K	0.51%	41
2017 Q1	$16.8M	Sell	204,353 -1,755	-0.9%	-$147K	0.55%	39
2016 Q4	$18.6M	Sell	206,108 -2,829	-1%	-$247K	0.65%	37
2016 Q3	$18.2M	Buy	208,937 +658	+0.3%	+$58.4K	0.64%	38
2016 Q2	$19.5M	Sell	208,279 -720	-0.3%	-$63.7K	0.7%	36
2016 Q1	$17.5M	Sell	208,999 -840	-0.4%	-$67.3K	0.63%	36
2015 Q4	$16.4M	Buy	209,839 +19,050	+10%	+$1.52M	0.57%	38
2015 Q3	$14.2M	Buy	190,789 +12,115	+7%	+$933K	0.52%	39
2015 Q2	$14.9M	Sell	178,674 -3,767	-2%	-$324K	0.52%	38
2015 Q1	$15.5M	Buy	182,441 +2,814	+2%	+$250K	0.53%	37
2014 Q4	$16.6M	Sell	179,627 -4,665	-3%	-$435K	0.57%	36
2014 Q3	$17.3M	Buy	184,292 +3,027	+2%	+$301K	0.63%	35
2014 Q2	$18.3M	Sell	181,265 -164	-0.1%	-$16.5K	0.67%	35
2014 Q1	$17.7M	Buy	181,429 +4,588	+3%	+$437K	0.66%	37
2013 Q4	$17.9M	Buy	176,841 +2,920	+2%	+$270K	0.67%	36
2013 Q3	$15M	Sell	173,921 -433	-0.2%	-$39K	0.61%	37
2013 Q2	$15.8M	Buy	+174,354	New	+$15.7M	0.66%	35

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Everett Harris & Co's XOM Position: Q2 2026 in Review

Everett Harris & Co sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 136,796 shares — an estimated $23.2M sold.

Everett Harris & Co first reported a position in XOM in Q2 2013 and held it in 52 quarters. The position peaked at $23.2M in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Everett Harris & Co reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Everett Harris & Co sold 136,796 ExxonMobil shares in Q2 2026, an estimated $23.2M.
Everett Harris & Co first reported a position in ExxonMobil in Q2 2013 and held it in 52 quarters.
Everett Harris & Co's ExxonMobil position peaked at $23.2M in Q1 2026.
4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.