Family Management’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,900
Closed -$226K 254
2025
Q1
$226K Hold
1,900
0.04% 163
2024
Q4
$204K Buy
+1,900
New +$222K 0.03% 157

Other funds holding XOM

Family Management's XOM Position: Q2 2026 in Review

Family Management reduced its ExxonMobil (XOM) stake by 80% in Q2 2026, selling an estimated $4.38M and leaving 7,094 shares worth $970K. The position accounts for 0.1% of the portfolio, ranked #130.

Family Management first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.17M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Family Management held 7,094 shares of ExxonMobil worth $970K as of Q2 2026.
  • Family Management sold 29,251 ExxonMobil shares in Q2 2026, an estimated $4.38M.
  • ExxonMobil made up 0.1% of Family Management's portfolio in Q2 2026, its #130 holding.
  • Family Management first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • Family Management's ExxonMobil position peaked at $6.17M in Q1 2026.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.