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Evergreen Capital Management’s ExxonMobil XOM Stock Holding History

Evergreen Capital 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 		$9.49M Sell
69,441
-2,403
-3% -$360K 0.17% 130
2026
Q1 		$12.2M Buy
71,844
+3,143
+5% +$459K 0.26% 93
2025
Q4 		$8.27M Buy
68,701
+2,465
+4% +$286K 0.18% 130
2025
Q3 		$7.47M Buy
66,236
+2,932
+5% +$326K 0.18% 138
2025
Q2 		$6.82M Buy
63,304
+3,549
+6% +$379K 0.21% 131
2025
Q1 		$7.11M Buy
59,755
+2,429
+4% +$269K 0.24% 124
2024
Q4 		$6.17M Sell
57,326
-3,149
-5% -$368K 0.2% 133
2024
Q3 		$7.09M Buy
60,475
+3,110
+5% +$359K 0.24% 121
2024
Q2 		$6.6M Buy
57,365
+6,823
+13% +$795K 0.24% 116
2024
Q1 		$5.88M Buy
50,542
+4,493
+10% +$470K 0.22% 119
2023
Q4 		$4.6M Sell
46,049
-4,003
-8% -$421K 0.19% 146
2023
Q3 		$5.89M Buy
50,052
+636
+1% +$69.8K 0.26% 121
2023
Q2 		$5.3M Buy
49,416
+877
+2% +$95.7K 0.22% 129
2023
Q1 		$5.32M Sell
48,539
-16
-0% -$1.77K 0.24% 119
2022
Q4 		$5.36M Buy
48,555
+4,907
+11% +$526K 0.25% 115
2022
Q3 		$3.81M Buy
43,648
+2,968
+7% +$271K 0.2% 138
2022
Q2 		$3.48M Sell
40,680
-4,759
-10% -$429K 0.18% 147
2022
Q1 		$3.75M Buy
45,439
+226
+0.5% +$17.6K 0.15% 166
2021
Q4 		$2.77M Buy
45,213
+882
+2% +$55.1K 0.11% 200
2021
Q3 		$2.61M Buy
44,331
+6,814
+18% +$388K 0.12% 190
2021
Q2 		$2.37M Buy
37,517
+994
+3% +$59.3K 0.11% 188
2021
Q1 		$2.04M Buy
36,523
+2,009
+6% +$105K 0.1% 190
2020
Q4 		$1.42M Buy
34,514
+3,350
+11% +$126K 0.08% 195
2020
Q3 		$1.07M Sell
31,164
-2,715
-8% -$111K 0.07% 193
2020
Q2 		$1.51M Buy
33,879
+1,681
+5% +$75.4K 0.11% 158
2020
Q1 		$1.22M Buy
32,198
+382
+1% +$21.1K 0.11% 149
2019
Q4 		$2.22M Buy
31,816
+1,312
+4% +$90.7K 0.18% 114
2019
Q3 		$2.15M Sell
30,504
-1,016
-3% -$73.5K 0.2% 105
2019
Q2 		$2.42M Buy
31,520
+1,047
+3% +$81K 0.23% 98
2019
Q1 		$2.46M Buy
30,473
+27
+0.1% +$2.06K 0.25% 97
2018
Q4 		$2.08M Sell
30,446
-1,349
-4% -$106K 0.22% 105
2018
Q3 		$2.7M Buy
31,795
+320
+1% +$26.2K 0.24% 95
2018
Q2 		$2.6M Buy
31,475
+816
+3% +$65K 0.24% 87
2018
Q1 		$2.29M Sell
30,659
-2,899
-9% -$232K 0.22% 104
2017
Q4 		$2.81M Sell
33,558
-3,027
-8% -$250K 0.28% 82
2017
Q3 		$3M Buy
36,585
+17,174
+88% +$1.36M 0.35% 77
2017
Q2 		$1.57M Buy
19,411
+6,425
+49% +$526K 0.25% 80
2017
Q1 		$1.06M Sell
12,986
-1,225
-9% -$102K 0.22% 75
2016
Q4 		$1.28M Buy
14,211
+1,120
+9% +$97.9K 0.25% 77
2016
Q3 		$1.14M Sell
13,091
-117
-0.9% -$10.4K 0.23% 72
2016
Q2 		$1.24M Hold
13,208
– – 0.27% 68
2016
Q1 		$1.1M Buy
13,208
+550
+4% +$44K 0.25% 66
2015
Q4 		$987K Sell
12,658
-33,654
-73% -$2.69M 0.24% 69
2015
Q3 		$3.44M Buy
46,312
+1,549
+3% +$119K 0.89% 33
2015
Q2 		$3.72M Sell
44,763
-2,971
-6% -$255K 0.91% 36
2015
Q1 		$4.06M Buy
47,734
+1,918
+4% +$170K 0.89% 38
2014
Q4 		$4.31M Sell
45,816
-1,210
-3% -$113K 0.85% 39
2014
Q3 		$4.42M Buy
47,026
+1,032
+2% +$103K 0.86% 39
2014
Q2 		$4.63M Sell
45,994
-15,805
-26% -$1.59M 0.91% 37
2014
Q1 		$6.04M Sell
61,799
-1,358
-2% -$129K 1.21% 27
2013
Q4 		$6.39M Sell
63,157
-1,685
-3% -$156K 1.16% 29
2013
Q3 		$5.58M Buy
64,842
+786
+1% +$70.9K 0.9% 38
2013
Q2 		$5.79M Buy
+64,056
New +$5.76M 0.88% 40

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
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 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

Evergreen Capital Management's XOM Position: Q2 2026 in Review

Evergreen Capital Management reduced its ExxonMobil (XOM) stake by 3.3% in Q2 2026, selling an estimated $360K and leaving 69,441 shares worth $9.49M. The position accounts for 0.17% of the portfolio, ranked #130.

Evergreen Capital Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.2M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Evergreen Capital Management held 69,441 shares of ExxonMobil worth $9.49M as of Q2 2026.
  • Evergreen Capital Management sold 2,403 ExxonMobil shares in Q2 2026, an estimated $360K.
  • ExxonMobil made up 0.17% of Evergreen Capital Management's portfolio in Q2 2026, its #130 holding.
  • Evergreen Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Evergreen Capital Management's ExxonMobil position peaked at $12.2M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.