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Formidable Asset Management’s ExxonMobil XOM Stock Holding History

Formidable Asset 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 		$6.78M Buy
39,982
+2
+0% +$299 1.08% 17
2026
Q1 		$4.81M Sell
39,980
-11,734
-23% -$1.71M 0.74% 25
2025
Q4 		$5.83M Sell
51,714
-3,250
-6% -$377K 0.85% 23
2025
Q3 		$5.93M Sell
54,964
-1,971
-3% -$219K 0.93% 17
2025
Q2 		$6.77M Hold
56,935
– – 1.13% 14
2025
Q1 		$6.77M Sell
56,935
-2,223
-4% -$246K 1.13% 14
2024
Q4 		$6.36M Sell
59,158
-4,395
-7% -$514K 1.05% 16
2024
Q3 		$7.45M Sell
63,553
-7,171
-10% -$828K 1.19% 13
2024
Q2 		$8.14M Buy
70,724
+33,000
+87% +$3.84M 1.32% 12
2024
Q1 		$4.39M Buy
37,724
+4,369
+13% +$457K 0.71% 24
2023
Q4 		$3.33M Sell
33,355
-101
-0.3% -$10.6K 0.69% 20
2023
Q3 		$3.93M Buy
33,456
+557
+2% +$61.1K 0.87% 19
2023
Q2 		$3.53M Sell
32,899
-100
-0.3% -$10.9K 0.77% 18
2023
Q1 		$3.81M Sell
32,999
-5,092
-13% -$563K 0.81% 18
2022
Q4 		$4.2M Buy
38,091
+4,867
+15% +$521K 0.95% 16
2022
Q3 		$3.52M Sell
33,224
-7
-0% -$639 0.82% 18
2022
Q2 		$2.86M Sell
33,231
-5,771
-15% -$521K 0.64% 20
2022
Q1 		$3.22M Buy
39,002
+22
+0.1% +$1.71K 0.62% 25
2021
Q4 		$2.52M Sell
38,980
-630
-2% -$39.4K 0.48% 33
2021
Q3 		$2.33M Sell
39,610
-655
-2% -$37.3K 0.44% 39
2021
Q2 		$2.36M Sell
40,265
-842
-2% -$50.3K 0.51% 37
2021
Q1 		$2.35M Sell
41,107
-250
-0.6% -$13.1K 0.51% 40
2020
Q4 		$1.71M Sell
41,357
-3,163
-7% -$119K 0.4% 50
2020
Q3 		$1.48M Sell
44,520
-174
-0.4% -$7.11K 0.43% 48
2020
Q2 		$2M Sell
44,694
-236
-0.5% -$10.6K 0.59% 33
2020
Q1 		$1.71M Sell
44,930
-4,910
-10% -$271K 0.67% 25
2019
Q4 		$3.39M Buy
49,840
+40,693
+445% +$2.81M 1.07% 14
2019
Q3 		$646K Sell
9,147
-40,914
-82% -$2.96M 0.6% 29
2019
Q2 		$3.74M Buy
+50,061
New +$3.88M 1.29% 13
2019
Q1 		– Sell
-45,060
Closed -$3.07M – 253
2018
Q4 		$3.07M Sell
45,060
-1,630
-3% -$128K 1.63% 13
2018
Q3 		$4.02M Buy
46,690
+248
+0.5% +$20.3K 1.58% 15
2018
Q2 		$3.84M Sell
46,442
-192
-0.4% -$15.3K 1.65% 14
2018
Q1 		$3.48M Sell
46,634
-645
-1% -$51.6K 1.74% 12
2017
Q4 		$3.95M Sell
47,279
-92
-0.2% -$7.61K 1.82% 12
2017
Q3 		$3.88M Sell
47,371
-368
-0.8% -$29.2K 1.64% 11
2017
Q2 		$3.85M Sell
47,739
-256
-0.5% -$20.9K 1.9% 9
2017
Q1 		$3.98M Buy
47,995
+1,909
+4% +$159K 1.73% 11
2016
Q4 		$4.16M Sell
46,086
-517
-1% -$45.2K 2.1% 9
2016
Q3 		$4.67M Buy
46,603
+284
+0.6% +$25.2K 2.32% 8
2016
Q2 		$4.35M Buy
46,319
+6,763
+17% +$598K 2.42% 7
2016
Q1 		$3.45M Buy
39,556
+2,416
+7% +$193K 2.43% 8
2015
Q4 		$2.88M Buy
37,140
+3,792
+11% +$303K 1.99% 10
2015
Q3 		$2.48M Buy
33,348
+870
+3% +$67K 1.66% 11
2015
Q2 		$2.7M Sell
32,478
-200
-0.6% -$17.2K 1.72% 12
2015
Q1 		$2.84M Sell
32,678
-80
-0.2% -$7.09K 1.87% 12
2014
Q4 		$3.03M Buy
32,758
+1,061
+3% +$98.9K 2.07% 11
2014
Q3 		$3.02M Sell
31,697
-62
-0.2% -$6.17K 2% 12
2014
Q2 		$3.2M Sell
31,759
-150
-0.5% -$15.1K 1.93% 14
2014
Q1 		$3.23M Buy
31,909
+181
+0.6% +$17.3K 2.25% 12
2013
Q4 		$2.87M Sell
31,728
-375
-1% -$34.7K 1.93% 14
2013
Q3 		$2.76M Buy
+32,103
New +$2.89M 2.39% 8

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Formidable Asset Management's XOM Position: Q2 2026 in Review

Formidable Asset Management increased its ExxonMobil (XOM) stake by 0.01% in Q2 2026, buying an estimated $299 and bringing the position to 39,982 shares worth $6.78M. The position accounts for 1.08% of the portfolio, ranked #17.

Formidable Asset Management first reported a position in XOM in Q3 2013 and has held it in 51 quarters since. The position peaked at $8.14M in Q2 2024. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Formidable Asset Management held 39,982 shares of ExxonMobil worth $6.78M as of Q2 2026.
  • Formidable Asset Management bought 2 ExxonMobil shares in Q2 2026, an estimated $299.
  • ExxonMobil made up 1.08% of Formidable Asset Management's portfolio in Q2 2026, its #17 holding.
  • Formidable Asset Management first reported a position in ExxonMobil in Q3 2013 and has held it in 51 quarters since.
  • Formidable Asset Management's ExxonMobil position peaked at $8.14M in Q2 2024.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.