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Fulcrum Equity Management’s ExxonMobil XOM Stock Holding History

Fulcrum Equity 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 		$591K Sell
4,326
-96
-2% -$14.4K 0.43% 56
2026
Q1 		$750K Buy
4,422
+180
+4% +$26.3K 0.72% 36
2025
Q4 		$510K Buy
4,242
+424
+11% +$49.2K 0.49% 50
2025
Q3 		$430K Buy
3,818
+2
+0.1% +$222 0.44% 56
2025
Q2 		$411K Sell
3,816
-113
-3% -$12.1K 0.42% 58
2025
Q1 		$467K Buy
3,929
+14
+0.4% +$1.55K 0.51% 49
2024
Q4 		$421K Sell
3,915
-3,497
-47% -$409K 0.42% 66
2024
Q3 		$869K Sell
7,412
-2,769
-27% -$320K 0.73% 43
2024
Q2 		$1.17M Buy
10,181
+2,328
+30% +$271K 1.05% 29
2024
Q1 		$913K Buy
7,853
+1,471
+23% +$154K 1.08% 33
2023
Q4 		$638K Buy
6,382
+442
+7% +$46.5K 0.79% 28
2023
Q3 		$698K Buy
5,940
+3,444
+138% +$378K 0.82% 35
2023
Q2 		$268K Buy
2,496
+121
+5% +$13.2K 0.31% 80
2023
Q1 		$260K Sell
2,375
-17
-0.7% -$1.88K 0.24% 79
2022
Q4 		$264K Sell
2,392
-282
-11% -$30.2K 0.22% 58
2022
Q3 		$233K Sell
2,674
-105
-4% -$9.59K 0.2% 57
2022
Q2 		$238K Buy
2,779
+25
+0.9% +$2.25K 0.19% 61
2022
Q1 		$227K Sell
2,754
-533
-16% -$41.4K 0.13% 99
2021
Q4 		$201K Sell
3,287
-416
-11% -$26K 0.08% 173
2021
Q3 		$218K Sell
3,703
-439
-11% -$25K 0.08% 167
2021
Q2 		$261K Sell
4,142
-2,393
-37% -$143K 0.1% 161
2021
Q1 		$365K Sell
6,535
-525
-7% -$27.5K 0.14% 123
2020
Q4 		$291K Buy
+7,060
New +$265K 0.12% 132
2019
Q4 		– Sell
-1,272
Closed -$90K – 237
2019
Q3 		$90K Buy
+1,272
New +$92K 0.05% 97
2019
Q2 		– Sell
-3,539
Closed -$286K – 115
2019
Q1 		$286K Buy
+3,539
New +$270K 0.1% 81

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Fulcrum Equity Management's XOM Position: Q2 2026 in Review

Fulcrum Equity Management reduced its ExxonMobil (XOM) stake by 2.2% in Q2 2026, selling an estimated $14.4K and leaving 4,326 shares worth $591K. The position accounts for 0.43% of the portfolio, ranked #56.

Fulcrum Equity Management first reported a position in XOM in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.17M in Q2 2024. 2,156 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Fulcrum Equity Management held 4,326 shares of ExxonMobil worth $591K as of Q2 2026.
  • Fulcrum Equity Management sold 96 ExxonMobil shares in Q2 2026, an estimated $14.4K.
  • ExxonMobil made up 0.43% of Fulcrum Equity Management's portfolio in Q2 2026, its #56 holding.
  • Fulcrum Equity Management first reported a position in ExxonMobil in Q1 2019 and has held it in 25 quarters since.
  • Fulcrum Equity Management's ExxonMobil position peaked at $1.17M in Q2 2024.
  • 2,156 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.