GEM Asset Management’s ExxonMobil XOM Stock Holding History

GEM 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	$432K	Sell	3,158 -11	-0.3%	-$1.65K	0.17%	73
2026 Q1	$538K	Sell	3,169 -52	-2%	-$7.59K	0.24%	59
2025 Q4	$382K	Sell	3,221 -24	-0.7%	-$2.78K	0.17%	76
2025 Q3	$371K	Buy	3,245 +1	+0%	+$111	0.18%	72
2025 Q2	$360K	Buy	3,244 +138	+4%	+$14.8K	0.18%	70
2025 Q1	$370K	Buy	3,106 +1	+0%	+$111	0.21%	67
2024 Q4	$334K	Buy	3,105 +1	+0%	+$117	0.19%	71
2024 Q3	$389K	Buy	+3,104	New	+$358K	0.22%	62
2023 Q4	–	Sell	-1,894	Closed	-$223K	–	84
2023 Q3	$223K	Buy	1,894 +1	+0.1%	+$110	0.18%	75
2023 Q2	$203K	Sell	1,893 -19	-1%	-$2.07K	0.16%	78
2023 Q1	$210K	Sell	1,912 -166	-8%	-$18.4K	0.17%	72
2022 Q4	$229K	Buy	+2,078	New	+$223K	0.2%	65

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

GEM Asset Management reduced its ExxonMobil (XOM) stake by 0.35% in Q2 2026, selling an estimated $1.65K and leaving 3,158 shares worth $432K. The position accounts for 0.17% of the portfolio, ranked #73.

GEM Asset Management first reported a position in XOM in Q4 2022 and has held it in 12 quarters since. The position peaked at $538K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

GEM Asset Management held 3,158 shares of ExxonMobil worth $432K as of Q2 2026.
GEM Asset Management sold 11 ExxonMobil shares in Q2 2026, an estimated $1.65K.
ExxonMobil made up 0.17% of GEM Asset Management's portfolio in Q2 2026, its #73 holding.
GEM Asset Management first reported a position in ExxonMobil in Q4 2022 and has held it in 12 quarters since.
GEM Asset Management's ExxonMobil position peaked at $538K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on GEM Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.